Email Approval Flow
The draft → review → approve/edit → send workflow and the safety mechanisms that protect you.
The Approval Flow
Every outgoing email follows the same workflow: Draft, Review, Approve or Edit, Send. First, your AI employee creates the email draft based on your instructions. Then it presents the complete draft to you in the Telegram chat, showing the recipient, subject line, body, and any attachments. You review the draft and either approve it with /approve, deny it with /deny, or ask for modifications. Only after explicit approval does the email get sent. This flow ensures you have complete control over every piece of external communication.
Reviewing Drafts
When the AI presents a draft, take a moment to review the recipient address, subject line, email body, and attachments. The AI formats the preview clearly so you can read it easily in the Telegram chat. Pay special attention to names, numbers, dates, and any specific commitments being made. If anything needs adjustment, simply tell the AI what to change — you do not need to rewrite the entire email.
Requesting a change to a draft
Edit before approving.
Safety Mechanisms
Several safety mechanisms protect you beyond the basic approval flow. The AI double-checks recipient email addresses against your CRM to prevent sending to wrong addresses. It warns you if the email content seems inconsistent with the conversation context. It highlights when an email contains financial figures, legal commitments, or deadline promises. And it never auto-sends — even if you accidentally type something that could be interpreted as approval, the AI will ask for explicit /approve confirmation.
Always double-check the "To" address before approving. The AI verifies addresses against your CRM, but it is ultimately your responsibility to ensure the right recipient.
After Sending
Once you approve and the email is sent, your AI employee confirms delivery and offers to take follow-up actions. It can log the email in your CRM automatically, set a follow-up reminder, update a deal stage, or schedule a related calendar event. If the email bounces or fails to send, the AI will notify you immediately and suggest alternatives like checking the email address or trying a different contact method.