Confirmation before acting
Anything hard to undo is summarised and confirmed first, with one exception on screen. Routine, reversible actions she just does.
The rule: hard to undo gets a confirmation first
Anything that would be awkward to reverse — sending an email to someone else, cancelling a meeting, deleting a record — emily summarises before she does it, and waits for you to confirm. You see what she's about to do in plain language, not after the fact.
Drafting a recap email and sending it to someone else are two different moments: the draft appears for you to read, and nothing goes out to that other person until you say so.
Routine, reversible things just happen
Not everything needs a stop-and-check. Things that are easy to undo or check afterwards — logging a note on a deal, creating a report, drafting an email to yourself — she just does, and tells you what she did rather than asking first. The line is whether undoing a mistake is easy: hard to undo, ask first; easy to undo or check, do it and say so.
Where this shows up
- Email. Reading your inbox and drafting a message need no confirmation; a message going to someone else does. See connect calendar and mailbox for how sending works per mailbox.
- Calendar. Booking, moving or cancelling an event on a connected calendar always gets confirmed with you first.
- CRM records. Deleting a company, contact or deal is restricted and reversible — see audit trail for who can do it and how it's tracked. Removing a file from a deal's Attachments on screen is the exception to both halves of the rule above: it happens straight away, with nothing to confirm, and the file doesn't come back — see attachments on a deal.
Next: who can see and change what
See access by person, company and topic for the scoping that sits alongside this — confirmation controls when she acts, access controls what she's even allowed to look at.