Sending & Drafting Emails

To draft an email, simply tell your AI employee who you want to email and what you want to say. You can be as brief or detailed as you like. For example, "draft an email to John about the project update" will produce a professional email using context from your CRM and recent interactions. If you want more control, provide specific talking points, tone preferences, or even a rough draft for the AI to polish. Every draft is presented for your review before sending.

Your AI employee learns your writing style and adapts its email drafts to match. Over time, it picks up on your typical greeting style, level of formality, use of specific phrases, and sign-off preferences. You can also explicitly request a specific tone — "make it casual," "keep it formal," "be direct," or "soften the language." If you have a brand voice guide or email style preferences, share them during onboarding and the AI will follow them from day one.

After you review a draft and use /approve, the email is sent immediately through your connected email account. It appears in the recipient's inbox as if you sent it directly — because technically, you did. The sent email also appears in your email account's Sent folder. After sending, your AI employee can log the interaction in your CRM, schedule a follow-up reminder, and update any relevant deal records automatically.

You can include attachments in emails by sending the files to your AI employee before or during the drafting process. Say something like "attach the proposal PDF I sent you earlier" or send the file directly and say "include this in the email." The AI can also generate documents on the fly and attach them — for example, you can ask it to create a proposal from a template and attach it to the outgoing email in a single workflow.