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Workflow — Auto-draft emails

Reply before the
kettle's boiled.

Every enquiry gets a well-drafted reply waiting in your inbox. You review in seconds, edit anything, and send. Nothing leaves without your say-so.

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How it works

Connect your Outlook

One Microsoft sign-in. We subscribe to your inbox and listen for enquiries — nothing else. Setup takes about five minutes.

A draft appears in your queue

When an enquiry arrives, the reply is drafted using your tone and what we already know about that contact. It lands in your mailbox Drafts and in the portal review queue.

Read, edit, send

Open the draft in Outlook or the portal. Change anything. When you click Send, the job is done. Nothing goes out without your say-so.

In the portal

Drafts pending review
Drafts pending review
Draft detail with regenerate panel
Draft detail with regenerate panel

See it in action

What's included

  • Inbound email triage — filters out newsletters, CC-only messages, and supplier mail before running
  • Draft replies written in your tone, using example emails you've signed off before
  • Review queue in the portal — approve, edit, or ask for a redraft in one tap
  • Confidence rating on every draft — low-confidence items flagged, not silently sent
  • Sensitive content gate — complaints, legal references, and disputes flagged for human attention
  • Sales pipeline awareness — the draft reflects where the job actually is (enquiry, quoted, started)
  • Calendar awareness — proposes appointment slots that respect your working hours and existing diary

Drafts from this workflow also appear on the CRM person timeline so your whole contact history is in one place.

Common questions

Does it send emails automatically?

No. Everything goes to your review queue first. You decide what goes out — the draft just means the hard work is already done when you open your inbox.

What happens if the draft is wrong?

Tap 'Redraft' from the queue. You can add a note explaining what to change, and a new version is generated in seconds. Or just edit the Outlook draft yourself — both work.

Will it reply to every email I receive?

No. It only drafts replies to messages that look like genuine customer enquiries — new jobs, follow-ups, quote requests. Newsletters, supplier invoices, and CC-only messages are filtered out before the drafting step runs.

Does it read all my emails?

It processes inbound messages to determine whether they need a reply. It never reads sent items for content, and nothing is stored beyond what's needed to manage the draft. OAuth tokens are encrypted per account.

Next step

See it running on your inbox.

Book a 30-minute call. We'll connect to a real mailbox and walk through a live enquiry from arrival to draft — start to finish.

Book a call