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Review and approval

The AI drafts. You decide what goes.

Each email in an AI campaign waits in Review beside the research it was built on. Change any word, the checks run again, and it goes only when you approve it.

The evidence beside the message: an edit, the checks again, the approval and its time.Example records

When a draft goes too far

Held, with the statement it could not back.

Every email the AI writes, first emails, follow-ups and rewrites you ask for in Review, is checked against the research before you see it. Numbers, names and events must match a source. A draft that still fails after one rewrite waits for you, with each statement named; a rewrite you asked for that fails leaves the draft you had.

Other holds read the same way, for example “Copy looks spammy” or “Address could not be verified”, each with its fix. A risky address is accepted one email at a time, after you confirm.

What the research hasBrennan Precision

Published · “Precision CNC machining for aerospace and medical device makers.”

AI reading · Three machinist roles on the careers page: the team is growing.

Held for review · Ledger & CoEmail 2 of 3 · follow-up

Brennan Precision Engineering Ltd

Siobhan Carter · siobhan@brennanprecision.example

Held

Draft says something the research does not back.

Edit or remove the flagged statements (the edit is fact-checked again) or regenerate the email. If the flag is wrong, confirm you checked every statement against the sources.

“with 40 machinists on the floor now”: headcount not backed by any research source.

Draft

Hi Siobhan, with 40 machinists on the floor now, month-end must take a good part of someone’s week. Worth a short call about taking payroll off your plate?

Rewritten once already. Nothing held is sent.EditRegenerateReject
A held follow-up: the reason, the statement it flags, and the research it was checked against.Example records

What approval does

What happens when you press Approve.

Follow-ups are approved one by one too. Each is drafted after the gap you set and waits in Review like the first, unless the person has replied by then.

  1. 01

    Checks the email

    Every merge field has to resolve and the unsubscribe link has to be there. If a draft fails, it is not approved, and you see which one and why.

  2. 02

    Queues the text you read

    The subject and body you approved are what gets sent, with the merge fields filled in as the preview showed them.

  3. 03

    Plans it inside your hours

    The email gets a time inside the campaign's hours and time zone. Right before sending the window is checked again; if it has closed, the email waits for the next one.

  4. 04

    Picks the mailbox at send time

    One of the project's mailboxes with room that day sends it. Follow-ups stay on the mailbox that sent the first email while it can still send.

  5. 05

    Stops when they answer

    A reply cancels that person's remaining emails in the campaign, approved ones included. A bounce or an unsubscribe blocks the address.

Two kinds of campaign

Let the AI draft, or write the steps yourself.

You choose per campaign. Both send from your own mailboxes and stop when someone replies.

  • Who writes it

    AI campaignThe AI, from each company's research. You edit it.

    Template campaignYou, once, for everyone in the campaign.

  • Emails per person

    AI campaign1-3

    Template campaign1-5 steps

  • Approval

    AI campaignEvery email, one at a time or up to 100 selected drafts at once.

    Template campaignYou activate the campaign once. Then steps are released every hour as your mailboxes have room.

  • Personal detail

    AI campaignA line based on the research, checked against it before it reaches you.

    Template campaignMerge fields such as first name, company and city. A missing first name reads “there”, a missing company “your company”.

  • Gap between emails

    AI campaignOne gap for the campaign, 1-30 days. Each follow-up is drafted after it and waits for approval.

    Template campaignSet per step, at least 3 days.

  • Unsubscribe link

    AI campaignRequired. Approval checks for it.

    Template campaignRequired in every step.

  • AI-processed leads

    AI campaignOne per company drafted in the campaign.

    Template campaignNone.

  • Sending hours

    Both kindsThe campaign's time zone and a start and end hour, every day of the week.

  • When the person replies

    Both kindsTheir remaining emails in that campaign stop.

Questions

About review and approval.

Who can approve?
Owners, admins and members. Viewers can read drafts. Every email in an AI campaign waits in Review until one of them approves it.
Won't approving every email slow me down?
You can approve drafts one at a time, or select up to 100 and approve them together. The same checks run on each one, and each is planned inside the campaign's sending hours. Held emails are handled one by one.
Which mailbox will my email come from?
One of the mailboxes connected to the campaign's project, picked when the email is sent rather than when you approve it. Follow-ups to the same person go from the mailbox that sent the first email while it can still send.
What happens to an email that fails a check?
It waits in Review with the reason: a statement the research does not back, copy that looks spammy, an address that could not be verified, or something missing. You can edit it, regenerate it or reject it; a risky address can be accepted for that one email after you confirm. Nothing held is sent.
Are follow-ups and AI rewrites checked too?
Yes. Every email the AI writes, first emails, follow-ups and rewrites you ask for in Review, is checked against the research the same way. A rewrite that fails leaves the draft you had, and each follow-up waits for your approval like the first.
Does a template campaign use AI?
No. You write the steps, nothing is drafted for you, and it uses no AI-processed leads.
Which days does a campaign send?
Every day, inside its hours. A campaign has one time zone and a start and end hour, so plan the hours with weekends in mind.

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