Review before sending

When Atlas fills a sequence email and your approval is needed, the email waits in the To review queue. It never goes out without you.

Depending on your plan Sequences › To review, or Today The sequence's owner and admins Try it in the demo

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1. 1The queue of emails to review
2. 2What Atlas wrote, highlighted
3. 3Where it comes from
4. 4Don't send to this contact
5. 5Have Atlas rewrite it
6. 6Approve and move on

Hover a number to find the area. Click the screenshot to enlarge it.

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Why an email waits

The top of the email gives the reason:

• the step is set to be reviewed before every send (Email to review, or I review every email filled by Atlas);
• Atlas found nothing reliable to fill a passage;
• a record field used in the email is empty;
• there is no booking link for the slots;
• Atlas could not write this message.

These emails also show in To handle today on the Sequences page and in To review before sending on the Today page.

Review

• In the queue, Ready marks a complete email; “1 gap to write” marks a passage Atlas left empty, for you to write.
• The passage written by Atlas is highlighted, and Where Atlas’s text comes from cites its source (a meeting, an email), or says it found nothing reliable.
• Edit the whole text opens the email for editing.
• Rewrite asks Atlas for another version.
• Approve and next puts the email back on its way for this contact and moves to the next one. An email with an unwritten gap cannot be approved. Ready emails can also be approved all at once.
• Don’t send to … stops the sequence for this contact.

Keyboard

Enter approves the email shown, the arrow keys move between emails.

What Atlas reads to write

For each contact, Atlas reads their record, your emails and your meetings with them, within what you are allowed to see. What it takes from them is treated as data, never as an instruction.