Approve what goes out before it sends
Your Chief of Staff drafts messages, posts, and bookings and checks with you before anything reaches a client. Here is how the approvals inbox works.
Your Chief of Staff is proactive, but it never sends something to a client without your say-so. When it drafts a text, an email, a social post, or a booking on your behalf, it puts it in your approvals inbox first. You review it, tweak the wording if you want, and only then does it send.
How it works
- Your Chief of Staff drafts the message and adds it to your Approvals tab.
- You open the item and read exactly what it wants to send, and to whom.
- You can edit the wording right there.
- Choose Approve and send, or Reject. Nothing goes out until you approve it.
What this covers
Anything customer-facing runs through approvals: replies to leads, follow-up texts and emails, social posts, and appointments booked in your name. Everyday internal work, like keeping your records tidy, does not need approval and just happens in the background.
Why it matters
This is what makes it safe for your Chief of Staff to handle the follow-up you never get to. It keeps working around the clock, drafting the right message at the right moment, while you stay in control of every word that reaches a client. Over time it learns your preferences, so the drafts need fewer and fewer edits.
Set it and forget it
If there is a routine you fully trust, you can tell your Chief of Staff to handle it automatically so it stops asking. You are always in charge of which tasks need your approval and which do not.