Email - Best Practices & Troubleshooting

For complex emails:

A highly effective approach is to write a quick rough draft yourself first, then let the tool refine it. Include your rough draft in the additional instructions field.

‍

Example:

"Refine this draft email: [paste your rough draft]. Improve structure, format, syntax, and grammar while maintaining my key points and intent."

‍

This approach works especially well for:

Complex or sensitive communications

Emails where you have specific points but struggle with structure

Messages where you know what to say but want professional polish

Multilingual emails where you want grammar and syntax perfected

‍

Setting up Writing Style:

Upload at least 3 emails, ideally 10 representative samples

Include variety: short and long, different recipients, different purposes

For multilingual work, include samples in all languages you use

Update periodically as your writing style evolves

‍

Using Correspondence effectively:

Paste the full email you're responding to, not just excerpts

Include the sender's name/signature if available for proper salutation

For long threads, include at minimum the most recent 2-3 exchanges

Remove unnecessary quoted text or signatures that don't add context

‍

Providing instructions:

State the purpose clearly: "Respond to client inquiry" or "Send status update"

List key points as bullets if multiple topics: "Cover: (1) hearing date, (2) document request, (3) next steps"

Specify any critical information: "Must mention March 15 deadline"

Indicate recipient context if relevant: "Client is non-legal business owner, avoid jargon"

Note any sensitivity: "This is a difficult message about increased costs"

‍

Quality control:

Review for accuracy of facts and dates

Verify tone matches the recipient and situation

Check that all key points are addressed

Customize the output to add personal touches

Apply your professional judgment — the email is AI-generated and not final work product

‍

When not to use Email:

Email requires legal research or analysis (use Assistant)

Complex strategic emails requiring multi-step reasoning and iteration (use Assistant)

You want to combine multiple tasks in one conversation (use Assistant)

‍

Output and Copy

‍

Where output appears:

The email draft appears in the right panel, including both subject line and body.

‍

Direct editing:

You can edit the email directly in the output box before copying. Click into the text to make any changes, additions, or refinements. This allows you to quickly adjust wording, add details, or personalize the message without needing to regenerate.

‍

Subject line:

The tool generates an appropriate subject line based on your instructions and writing style. You can edit this directly in the output as well.

‍

Copy:

Once you're satisfied with the email (after any direct edits), click "Copy" to paste it into your email client, document, or further editing tool.

‍

Workflow tip:

The combination of AI generation + direct editing creates an efficient workflow:

Generate the initial draft using the tool

Edit directly in the output box for quick refinements

Copy the final version to your email client

‍

Remember: Emails are AI-generated and shall not be considered final work product. Always exercise your professional judgment and independently verify important information before sending.

‍

Troubleshooting

‍

Next steps:

For emails requiring legal research or complex analysis, use the Assistant with relevant documents attached

For iteration and refinement through conversation, copy your draft into an Assistant conversation

Save frequently used email templates or language to your Library for future reference

For strategic correspondence requiring reasoning transparency beyond Email Planning, use the Assistant