Email drafts
Connect Gmail or Outlook and Workforce AI can prepare reply drafts inside the inbox you already use. The original thread stays together. You review the draft, change anything you want, and send it from Gmail or Outlook.
This is different from emailing your AI employee. Email drafting watches a connected inbox for messages that match the job you gave it. Emailing the employee starts when you send or forward a message to the employee’s own address.
Set up email drafting
Section titled “Set up email drafting”- Open Integrations in the dashboard.
- Connect Gmail or Outlook.
- Open the connection and turn on Email Drafts.
- Tell your AI employee which messages need a reply and what a good reply should contain.
When a customer asks about an open proposal, read the full thread and prepare a short reply in my voice. Answer the question from the approved information in our connected files. Put the next step in the last sentence. Save the reply as a draft in the same thread.
Choose which mail should get a draft
Section titled “Choose which mail should get a draft”Be specific. Name the sender, subject, account, or type of request that matters. You can also say what should be ignored.
Draft replies for messages from active customers. Skip newsletters, receipts, automatic notices, and messages that do not need an answer.
Start with a narrow rule. Check a few drafts. Then add another kind of email when the first rule is working the way you want.
What the drafter uses
Section titled “What the drafter uses”The draft can use the full thread, your employee instructions, your writing style, account memory, and relevant connected business information. A meeting-related reply can also use the calendar details available to the employee.
Useful email jobs
Section titled “Useful email jobs”- Prepare replies when a customer asks for an update.
- Write meeting follow-ups in the original thread.
- Build a short list of messages that need your decision.
- Find an earlier email and bring the agreed answer into the new draft.
Review your drafts
Section titled “Review your drafts”Open the draft in Gmail or Outlook. Read it the same way you would read a draft from a person on your team. Make any change you want, then send it.
The employee learns from the sent mail and writing samples connected to your account. If a draft misses your style, say what felt wrong in plain language. Give one example of how you would say it.
Fix a missing draft
Section titled “Fix a missing draft”- Confirm Gmail or Outlook still shows Connected under Integrations.
- Open the email connection and confirm Email Drafts is on.
- Check that the message matches the job you described.
- Make the rule narrower and test with one new message.