Message Drafting Rules
Core Workflow
- •Authorized to draft messages in user's name (email, Slack, etc.)
- •Default: ASK FIRST - show draft, wait for approval before sending
- •Draft review: After drafting, tell user exactly how to review (e.g., "Draft is in Gmail compose window - check tab X" or "I'll paste the draft below for your review")
- •Keep drafts visible/accessible - don't close windows or navigate away before user confirms
Post-Send Disposition (MANDATORY)
🚨 After every draft, explicitly state disposition:
- •"After sending → archive" — thread is closed/fire-and-forget
- •"After sending → snooze to [date]" — expect a response or need to verify follow-through
- •Never leave disposition implicit
🚨 After sending, ALWAYS provide direct link to the posted message (Slack, email thread, LinkedIn post, etc.) so user can verify/access it directly.
Auto-Send Exception
Trivial internal confirmations to GR team — e.g., "Done, secrets are set" after completing a task they requested. No draft review needed for obvious task-completion acks.
GR Email Addressing (Role vs Person)
- •User says a role (e.g., "send to financial manager") → use the role email (e.g., financial.manager@yourcompany.com). Lookup from Roles sheet.
- •User says a person (e.g., "send to <TEAMMATE>") → use the person's personal @yourcompany.com email. Lookup from Roles sheet. If personal email isn't in the Roles sheet, search Gmail (
from:<firstname>@yourcompany.com OR from:<firstname.lastname>@yourcompany.com) to find it. Don't ask user — figure it out. - •Each GR team member has their own personal domain email in addition to any role emails they hold. These are different addresses — don't conflate them.
Internal Emails (to GR team, @yourcompany.com)
- •Remove pre-filled signature - select all in compose body, delete, then type draft
- •First line:
Hey <Name>, <NAME>'s ClaudeCode here. - •Then the actual message content
- •No signature needed (it's clearly from PA)
- •Attach relevant evidence: If user has screenshots, chat logs, or examples that illustrate the issue - ask user to attach them or offer to attach if available. Concrete examples > abstract descriptions.