How do I approve and send drafts?

How Klipy prepares follow-up emails from your conversations, where they appear, and how you review and approve every outbound message.

Klipy prepares follow-up drafts automatically from your conversations. Nothing is sent until you approve.

Klipy never sends email on its own. Every outbound message stays in your approval queue until you explicitly approve it. Review, edit, or dismiss—sending only happens when you choose.

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What triggers a draft

Klipy creates drafts when the situation calls for a thoughtful next message—not on a fixed schedule for every thread. You will typically see drafts when:

• A meeting ends — Klipy drafts a follow-up that summarizes the conversation, captures the agreed next step, and surfaces any open questions worth closing the loop on.
• Buying signals show up in email — When an email suggests real interest or momentum, Klipy prepares a reply draft so you can respond quickly while the moment is hot.
• A thread has gone quiet — If an important conversation stalls for several days, Klipy may suggest a re-engagement message to reopen it without sounding pushy.
• A deal closes — After a win, Klipy can draft expansion-style outreach toward new prospects that resemble the account you just closed.
• You reach a proposal milestone — When a deal moves into proposal territory, Klipy can draft a structured recap that aligns both sides on what was discussed and what happens next.

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The approval queue

All drafts live in Drafts in your workspace—your single approval queue for outbound messages. Each item shows the subject, who it is for, which conversation it came from, and how urgent Klipy thinks it is. Drafts are listed with most time-sensitive first, so you can focus on what matters today.

1. Open Drafts

   Go to Drafts in the workspace to see everything waiting for your review.

   Screenshot coming soon

   Screenshot coming soon: Drafts approval queue, most-time-sensitive-first ordering, draft-type badges visible

2. Open a draft

   Click a draft to read the full suggested message and the context it was generated from.

3. Read the generated email

   The copy is grounded in your real conversations, written in your chosen language and tuned to sound like you—not a generic template.

4. Edit if needed

   Use the rich text editor to change anything: wording, tone, structure, or details. Treat the draft as a strong first pass, not a final decree.

5. Approve to send

   When you click Approve, the message sends immediately from your connected email account—only at that moment.

   Screenshot coming soon

   Screenshot coming soon: Open draft with rich-text editor and Approve/Dismiss controls

6. Or dismiss

   Click Dismiss to archive the draft without sending. Dismissed drafts are not permanently deleted—they stay in your archive if you need to refer back later.

When you edit before approving, Klipy learns from those changes—so future drafts better match how you actually write and sell.

Drafts expire if you do not act on them. The default is 7 days, and you can adjust this in settings. Expired drafts move to the archive; they are not lost forever, but they leave the active queue so you are always looking at current opportunities.

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Draft types

Draft type	What it is
Meeting follow-up	Summarizes the call, reinforces the next step, and is addressed to the primary counterpart.
Re-engagement	Reopens a stalled thread that has gone quiet so momentum does not die on the vine.
Reply	Responds to an incoming email where questions or strong interest deserve a timely answer.
Expansion outreach	Initial outreach to a new prospect identified from a recently closed deal.
Proposal recap	Structured summary of a proposal discussion so the buyer has a clear, shared picture of what was covered.

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Related guides

To-dos

Track commitments and open items from conversations—companion to Drafts, focused on what you still need to do.

Meeting notetaker

How meeting capture works and how meeting follow-up drafts are produced from your calls.