Draft your first AI email
A useful first task is a short, low-stakes email you can review yourself. This exercise uses placeholders instead of private customer information.
1. Write the brief before opening a tool
Note who the email is for, what you want the reader to do, and the facts the message must include. Choose a tone and a maximum length. If a date, price, or policy has not been confirmed, leave it out or mark it for checking.
2. Replace private details
Use placeholders such as [CLIENT], [PROJECT], and [DATE]. Keep passwords, payment details, private contracts, and confidential customer records out of this exercise. Add real details yourself after reviewing the draft.
3. Give a clear prompt
Draft a short email to [AUDIENCE] about [TOPIC]. My goal is [OUTCOME]. Use only these confirmed facts: [FACTS]. Use a [TONE] tone and keep it under [WORD LIMIT] words. Do not invent dates, prices, promises, or previous conversations. Mark missing information as [NEEDS CHECKING]. Give me a subject line and the email body.
4. Check the draft line by line
Compare every name, date, amount, and commitment with your own brief. Remove unsupported claims. Check whether the email sounds like you and whether its next step is clear. A confident sentence still needs the same review as any other draft.
5. Revise once, then make the final decision
For example: Make this warmer, remove repeated points, and keep the requested next step. Do not add new facts. Read the revised version yourself, insert the correct private details in your email app, and decide whether to send it.
Know when to stop
If the draft concerns a dispute, refund, contract, employment decision, or other consequential matter, check the relevant policy and get appropriate human review. Use your own judgment for the final message.
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