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Help Center / Approvals & actions

Editing drafts with AI before you approve

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Half of reviews end in "yes, but change one thing." Edit with AI keeps that inside the queue: open the action, describe the change the way you would tell a colleague, and the draft rewrites in place.

What works well: tone ("warmer", "more formal", "less apologetic"), structure ("shorten to three sentences", "lead with the deadline"), and substance ("use the rate from Friday's email", "add a response deadline of Thursday", "adjust the total to $4,920"). Each edit produces a new draft you read before approving; you always approve the exact text that sends.

What to watch: substantive edits to amounts and terms update the connected records consistently (the invoice and its cover email move together). If an edit request is ambiguous, the draft asks rather than guesses.

Edits are also telemetry: your edit rate falling over the first weeks is the main signal the system is learning your voice and context. If a specific correction keeps recurring, mention it in onboarding; that is usually a missing piece of context we can connect.

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