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  5. Email Approval Flow

Email Approval Flow

The draft → review → approve/edit → send workflow and the safety mechanisms that protect you.

Last updated: April 14, 2026
emailapprovaldraftreviewsendsafetyworkflow

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.

You say:
Change the pricing from $5,000 to $4,500 and add a note about the early payment discount.
Sarudo responds:
Updated the draft. I've changed the pricing to $4,500 and added a paragraph about your 5% early payment discount for invoices paid within 15 days. Here's the revised email. Reply /approve to send or let me know about any other changes.

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.

Related Articles

Approval Workflow
How the /approve and /deny commands work, and which actions require your explicit approval before execution.
Sending & Drafting Emails
How to ask your AI employee to draft and send emails, the approval flow, and how tone matching works.
Telegram Commands Reference
Complete reference for all Telegram slash commands including /new, /retry, /undo, /title, /branch, /compress, /rollback, /stop, /approve, and /deny.
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