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.
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.Open a draft
Click a draft to read the full suggested message and the context it was generated from.
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.
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.
Approve to send
When you click Approve, the message sends immediately from your connected email account—only at that moment.
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.
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. |
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.