AI and automation
Give your team a draft they can check.
Turn an enquiry into a draft summary your salesperson can review. ERPNova scopes AI work separately, with a named reviewer and clear limits on the data sent to a model.
01 / Choose the task
Use a rule when the answer is fixed.
An overdue reminder needs a rule. Interpreting a customer email may justify a model. Start with one bounded task and define what a useful draft contains before choosing the provider or writing an integration.
02 / Control access
Send only what the task needs.
Agree the permitted fields and provider terms before connecting a model. Keep credentials on the server and enforce record permissions before retrieval. Processing location, retention and usage costs depend on the provider you choose.
03 / Review the draft
Keep the original beside the suggestion.
For a custom enquiry summary, the salesperson should compare the draft with the original message before accepting it. We scope that review screen and audit record, then test incorrect suggestions and changed source records before allowing writes.
Before you get started.
Is this an included Frappe ERP AI feature?
This page describes scoped custom work, not a promise that a generic copilot is included in your installation. Any ecosystem app needs a separate review of its version, permissions, provider requirements and support.
Does Frappe Builder supply this AI workflow?
Frappe Builder is a separate visual website tool. It is not evidence that the custom review workflow described here comes with Frappe ERP.
How do we decide whether to launch?
Test representative inputs, including missing facts and misleading instructions. Measure reviewer corrections and cost per completed task. Agree usage limits and keep the manual workflow available if the provider fails.
Can the model run on our own infrastructure?
A self-hosted model requires separate capacity, security review and operating work. It is not assumed to be included in ERP hosting.
Connected products
Plan the records, connection and operating environment together.
Sales & CRM
Start with a reviewable task such as summarising an enquiry.
Integrations
Define permissions and validation for the custom connection.
Hosting
Separate model infrastructure from the ERP hosting plan.
