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.
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. Cancelling an event gets confirmed with you first; booking or moving one happens straight away, and she tells you what she did.
- 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.