Key takeaways
- Put review points where a mistake is costly or hard to undo.
- Make correcting an output quicker than redoing the work by hand.
- Record the reason for every correction, not just the fix.
- A correction you make twice should become a rule.
Where should corrections happen in a workflow
Corrections should happen before a step reaches a customer or changes a shared record, because that is where an error is costliest. Reviewing a draft before it sends takes seconds; apologising to a customer for a wrong email takes far longer.
Steps that are internal and easy to undo, such as creating a task or tagging a contact, can run without review and be corrected later if needed.
How do you make corrections easy
Make corrections easy by showing the person exactly what the workflow is about to do, with the choice to approve, edit or reject in one place. If correcting means opening three tools, people will approve without reading.
- Show the draft or change in full, not a summary.
- Let the reviewer edit in place rather than start again.
- Offer a quick reason picker or note when something is rejected.
- Batch similar approvals so a reviewer can work through them in one sitting.
How do corrections improve the workflow over time
Corrections improve the workflow when someone reads them and changes the rule behind them. If reviewers keep fixing the same thing, such as the wrong job title in a greeting or a product name spelt the old way, the instruction or data source needs to change.
A worked example: a team reviewing AI-drafted follow-ups notices they keep removing a phrase their brand avoids. Instead of deleting it each time, they add the rule to the brand voice and to the assistant's memory, and the phrase stops appearing.
When can you remove a review step
You can remove a review step when it has gone a long stretch with no meaningful corrections and the cost of an error is low. Keep it for anything sent to many contacts at once or anything that cannot be undone.
Revisit the decision when the inputs change, such as a new market, a new product or a new data source, because new inputs bring new mistakes.
How to build manual corrections into a workflow
Design the review in, then learn from it.
- List every step of the workflow and mark the ones that reach customers or change shared records.
- Add an approval point before each marked step.
- Show the reviewer the full output with approve, edit and reject in one place.
- Record the reason for each correction.
- Review the corrections every month and turn repeated ones into rules or instructions.
Where Pebbles Ai fits
- CapabilityAI workspaceThe web app starts in Manual mode, where email sends, posts and CRM writes appear as approval cards for you to check first; Plan mode queues them and Auto mode runs them, though a template send to a segment always asks.
- FoundationAgent memoryCorrect an assistant in plain words, such as 'remember we never call it a platform', and it keeps the fact in Your memory, Project memory or Company memory; you can ask it to forget a fact the same way.
- FoundationCompany IntelAdmins can edit Company Intel, so a correction to your business knowledge or brand voice reaches every assistant at once.
Common questions
Should small corrections be logged too?
Yes. A one-word reason is enough, and patterns only show up when the small fixes are counted alongside the large ones.
Does adding review steps defeat the point of automation?
No. The automation still does the slow part, such as research and drafting; the review takes a fraction of the time and catches the costly errors.
Who should review automated outputs?
The person who owns the outcome, usually the seller or marketer whose name is on the message. They know the context best and carry the consequence.
About this page. Written by the Pebbles Ai team for people who run sales, marketing and growth. Last updated .
