Key takeaways
- Decide in advance which actions need a person, before the drafts arrive.
- A short, fixed checklist makes review fast enough to do every time.
- Sends to many people at once deserve the closest look.
- Auto mode runs outside actions without asking, apart from template send and calendar delete; choose it only where you accept that.
Which AI actions should wait for a person
The AI actions that should wait for a person are the ones that reach someone outside your company or are hard to undo. A first email to a new prospect, a send to a whole segment and a change to a customer record all qualify.
Internal drafts and research can run freely, since nothing leaves your workspace. Human in the loop outreach means placing the person at the send, not at every keystroke.
How do execution modes keep control of AI outreach
Execution modes keep control of AI outreach by deciding whether outside actions wait for you, wait in a queue or run straight away. In Pebbles Ai the three modes are Manual, Plan and Auto, and the web app starts in Manual and remembers your choice per browser.
In Manual, email sends, posts, CRM writes, MCP calls, starting lead generation and calendar create, update and respond show an approval card before they run. In Plan they are queued, not run. In Auto they run without asking, except template send and calendar delete, which always ask in every mode.
What should a reviewer check on each AI draft
A reviewer should check each AI draft for the right recipient, accurate facts, safe claims and a single clear ask. Keep the list short enough to run on every draft, or it will be skipped.
- Recipient: the right person, at the right company, at a work address.
- Facts: every name, date and detail about the reader matches its source.
- Claims: no price, discount, deadline or feature you have not confirmed.
- Tone: it sounds like your company and could not offend if forwarded.
- Ask: one action, easy to say yes or no to.
How do you approve AI emails sent to a whole segment
Approve AI emails sent to a whole segment by checking the segment as carefully as the message. A good email to the wrong list does more harm than a weak email to the right one.
In Pebbles Ai, a template send delivers one template to a CRM segment through Gmail or Outlook and always asks for approval, whatever the mode. Before you approve, confirm who is in the segment, that every placeholder fills correctly and that nobody who opted out is still listed.
When is Auto mode a reasonable choice
Auto mode is reasonable when the actions are low risk and you have already reviewed enough of the assistant's work to trust the pattern. Posting an agreed update to an internal channel is one example; a first email to a new prospect is not.
Switch back to Manual whenever the task changes. Trust earned on internal notes says nothing about how a new kind of outreach will read.
How to review AI-drafted emails, step by step
Set the rules before the drafts arrive, then review each one the same way.
- Choose the execution mode before you start: Manual if you want to approve every outside action.
- Ask the assistant for the drafts; with a connected Gmail or Outlook mailbox they are saved there as drafts.
- Check each draft for the right recipient, true facts, safe claims and one clear ask.
- Reject or fix drafts that fail, and tell the assistant what was wrong so it can redo them.
- Approve the sends on the approval card, or send from your mailbox yourself.
Where Pebbles Ai fits
- CapabilityAI workspaceAuto, Plan and Manual decide whether outside actions run, wait in a queue or ask first; the web app starts in Manual. Template send and calendar delete always ask, in every mode.
- CapabilityOutreach contentGenerated emails are saved as drafts in your connected Gmail or Outlook mailbox, so every message can be read where it will be sent from.
Common questions
Does Pebbles Ai ever send without asking?
In Auto mode, yes: sends run without approval, except template sends to a CRM segment, which always ask. In Manual it asks first, and in Plan it queues the send.
Does saving a draft in Gmail or Outlook need approval?
No. In Gmail and Outlook, sending is the approval action; drafts, labels or categories and filters or rules are not.
Can a manager approve campaign emails for the team?
On Team plans and above, campaign templates support review and comments from several users, so a manager can check the copy before anyone sends it.
About this page. Written by the Pebbles Ai team for people who run sales, marketing and growth. Last updated .
