> ## Documentation Index
> Fetch the complete documentation index at: https://klipy.ai/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Follow-ups and 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.

<Warning>
  **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.
</Warning>

## 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.

<Steps>
  <Step title="Open Drafts">
    Go to **Drafts** in the workspace to see everything waiting for your review.
  </Step>

  <Step title="Open a draft">
    Click a draft to read the full suggested message and the context it was generated from.
  </Step>

  <Step title="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.
  </Step>

  <Step title="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.
  </Step>

  <Step title="Approve to send">
    When you click **Approve**, the message sends **immediately** from your connected email account—only at that moment.
  </Step>

  <Step title="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.
  </Step>
</Steps>

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

<Note>
  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.
</Note>

## 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

<CardGroup cols={2}>
  <Card title="To-dos" icon="list-checks" href="/guides/todos">
    Track commitments and open items from conversations—companion to Drafts, focused on what you still need to do.
  </Card>

  <Card title="Meeting notetaker" icon="mic" href="/guides/meeting-notetaker">
    How meeting capture works and how meeting follow-up drafts are produced from your calls.
  </Card>
</CardGroup>