Skip to content
Skip to content

Practical email workflow guide · By Yes AI

Build a clear approval step before AI-drafted emails are sent

An AI draft can save preparation work while a person remains responsible for the message. The approval step should show exactly what will be sent and to whom. Use this guide to design a review process that preserves that decision through edits, attachments and last-minute changes.

Define who can approve which messages

Separate drafting permission from sending authority. Decide whether the conversation owner can approve a routine reply and which subjects need another authorised reviewer. Keep the policy specific to the business. A fictional service team might allow ordinary booking information but require a manager to review an exception or commercial commitment. Do not use a fluent tone or model confidence as permission to send. Make the route for an uncertain draft clear so staff do not feel forced to approve it simply to clear the queue.

Show the complete proposed message

The reviewer needs the sender account, recipients, subject, body and attachments in one understandable view. Include relevant thread context so the reply answers the latest request rather than an earlier message. Check copied recipients deliberately instead of assuming reply-all is appropriate. A summary of the draft is not enough to approve its actual wording. If the system uses a separate preview, verify that it represents the message that will be sent, including formatting and attachment versions.

Check facts and commitments

Review names, dates, requested actions and any promise about delivery, availability or price against approved information. Separate statements supplied by the correspondent from commitments the business has made. An unanswered question in the thread should not become an agreed fact in the reply. Mark uncertain points for staff to resolve rather than filling them with plausible details. Keep the message in the intended business voice, but do not let style review replace substance. A well-written response can still answer the wrong question or promise something nobody authorised.

Keep approval tied to the final version

Define which edits invalidate approval, including recipient changes, added attachments and altered commitments. Ask the implementation team to demonstrate that an older approval cannot send a materially changed draft. Do not treat opening the review screen, silence or an expired request as consent. If several people contribute edits, make it clear who approves the final version. Preserve a short record of that decision. The reviewer should not need to guess whether somebody changed the message after they last saw it.

Separate approval from delivery

An approved message can still fail to send, and a send attempt may return an uncertain result. Check the actual mail state before retrying so the same reply is not sent twice. Keep draft, approved, sent and failed states distinct. Where delivery evidence is available, report what it establishes without assuming the recipient read the message. If an attachment is missing from the final message, use an authorised correction process rather than marking the original task fully complete. Preserve the relationship between the approved draft and the sent item.

Test with internal recipients first

Use clearly labelled internal test messages to exercise a normal approval, rejection, recipient change, attachment change and failed send. Inspect the received message as well as the review screen. Include another staff member replying while the draft waits, because the proposed response may then be out of date. Confirm that the reviewer can amend or decline without losing the original request. After launch, review corrections and near misses for policy or interface improvements. A shorter review queue is not evidence of quality unless the sent messages remain accurate and authorised.

Before you approve the workflow

  • Drafting and sending authority are separate.
  • Review includes recipients, thread context and attachments.
  • Material edits invalidate the previous approval.
  • Sent state is verified independently from approval.

Continue planning

Plan an email workflow your team can review

Describe the inbox, the messages it receives and who approves replies. We can discuss routing, review steps and a controlled pilot. Please use a fictional example instead of forwarding confidential emails or sharing mailbox credentials.