Task guide / Coordinate
Prepare emails and templates with KIM
Turn an intention or existing text into a communication you can review before sending.
Access to Email and writing assistance. To adapt to a tender, link the relevant process.
How to do it
Open Email and define the message
Prepare subject and body in Email. A template lets you reuse structure and variables within its context.
Request a proposal
Open AI Assistant (Asistente IA in the captured interface). Write an instruction or choose Improve, Correct spelling, Shorten, More formal or Suggest subject. Use the template editor for a template.
Compare and apply
Review Proposal and Changes. Apply useful text or discard it. Applying to the draft offers Undo.
Review before sending
Check facts, recipients, subject and attachments. Send email is an independent action. Consult the record and available replies afterwards.
What remains
A draft or template reviewed by you, ready for your decision to save or send.
Look up fields and concepts
- Proposal
- Generated text for your review, not a sent email.
- Template variable
- A field completed with data from the template context.
- Apply
- Incorporate the proposal into the draft, with an undo option.
Questions about this task
Can it write from scratch?
Yes. Describe what you want to write. You can also transform existing text with the writing actions.
Does AI replace my facts or recipients?
The proposal applies to subject and body for your review. Check message facts and template variables before continuing.
Reviewed on October 4, 2026