An agent drafts, you approve

Priya runs a small design studio. A message comes in: bill Sharma Traders for 40 hours of design work.

On the AI plan, the Invoice drafter reads it. It gets your own item names and customer names beside the message, and one firm rule: never invent a price, a rate, a customer or a date. If the message doesn’t say it, the field stays empty.

What comes back is a draft: the action it wants (kubera.invoice.create) and the details for it. Amounts are whole paise, so ₹1,500 is 150000 and nothing gets lost to rounding.

An agent in INDRA can only return drafts. It has no way to issue the invoice, post to your books or send a message itself. That is built into how agents run, not a setting someone can switch off.

Before a draft is even saved, INDRA checks it against the same rules a person’s invoice must pass: a customer name, at least one line, a quantity above zero, whole paise.

A malformed draft is refused there and never reaches your inbox. Send a broken one and see the real messages.

Good drafts land in Needs your OK, the Approval Inbox, with a number (#42 here), a one-line summary and who drafted it. The violet dashed edge always means the same thing: an agent wrote this and a person hasn’t decided yet.

Until someone decides, nothing has happened. No invoice, no entry in the books, no receipt for the invoice.

Maybe it was 36 hours, not 40. You can edit the draft and approve your version. The total is worked out again with the same GST rules.

INDRA remembers that the draft was edited before approval. That is how the Agents screen can tell you when an agent’s drafts keep needing corrections.

Tap Approve and four things happen together, inside one database transaction: the business is locked so changes go one at a time, the invoice is created, the journal is posted, and the receipts are written.

If any step fails, all of it rolls back, and the draft stays in the inbox marked failed, with the reason, so you can fix it and approve again.

If your team uses Matrix chat, INDRA posts each draft as a card in the approvals room. Reply approve 42 or reject 42 too high and it runs the very same approval, with the same checks.

Type into the room on the stage. Plain chat between people is left alone; help lists the commands.

Only owners, admins, managers and accountants can approve. Staff can draft and do the daily work, but not approve.

And nobody approves their own draft, except the owner. If a manager types up an invoice herself, someone else signs it off. Try the combinations on the stage.