Action Requests

Internal approval ledger for proposed writes. Gmail requests create reviewed drafts only; nothing sends from this screen.

Needs decision

Ready

11

Still shaping

Drafts

1

Ready for draft

Approved

0

Review every time

High risk

0

Prepare Surfer handoff confirmation

DRAFTMEDIUM

Confirm editor readiness and prepare the next assignment step for review.

SurferSEORun SurferSEO operations
Target: SurferSEO
Policy: Surfer editor changes affect the content workflow and need reviewed action payloads.

Exact proposed payload

{
  "action": "draft_handoff_confirmation",
  "records": [
    "surfer_handoff:surfer-editor-refresh-queue"
  ],
  "destination": "SurferSEO"
}

Review controls

Approval applies only to the exact payload shown. Gmail actions create drafts for review; they do not send.

Create Gmail draft: Made this for a video

reviewqueuedREADY FOR REVIEWMEDIUM

Create a reviewed Gmail draft reply in Chuck's voice. Do not send.

GmailCreate Gmail draft
Target: Gmail
Policy: Writing a Gmail draft changes the source mailbox and requires review.

Exact proposed payload

{
  "to": "warnerjami@gmail.com",
  "html": "<p>[Draft reply goes here after review.]</p><p>Chuck</p>",
  "send": false,
  "subject": "Re: Made this for a video",
  "threadId": "19ecdc8b520b532f",
  "messageId": "19ecdc8b520b532f",
  "operation": "gmail.create_draft",
  "contentType": "text/html"
}

Review controls

queued

Approval applies only to the exact payload shown. Gmail actions create drafts for review; they do not send.

Create Gmail draft: Made this for a video

reviewqueuedREADY FOR REVIEWMEDIUM

Create a reviewed Gmail draft reply in Chuck's voice. Do not send.

GmailCreate Gmail draft
Target: Gmail
Policy: Writing a Gmail draft changes the source mailbox and requires review.

Exact proposed payload

{
  "to": "warnerjami@gmail.com",
  "html": "<p>[Draft reply goes here after review.]</p><p>Chuck</p>",
  "send": false,
  "subject": "Re: Made this for a video",
  "threadId": "19ecdc8b520b532f",
  "messageId": "19ecdc8b520b532f",
  "operation": "gmail.create_draft",
  "contentType": "text/html"
}

Review controls

queued

Approval applies only to the exact payload shown. Gmail actions create drafts for review; they do not send.

Create Gmail draft: Made this for a video

reviewqueuedREADY FOR REVIEWMEDIUM

Create a reviewed Gmail draft reply in Chuck's voice. Do not send.

GmailCreate Gmail draft
Target: Gmail
Policy: Writing a Gmail draft changes the source mailbox and requires review.

Exact proposed payload

{
  "to": "warnerjami@gmail.com",
  "html": "<p>[Draft reply goes here after review.]</p><p>Chuck</p>",
  "send": false,
  "subject": "Re: Made this for a video",
  "threadId": "19ecdc8b520b532f",
  "messageId": "19ecdc8b520b532f",
  "operation": "gmail.create_draft",
  "contentType": "text/html"
}

Review controls

queued

Approval applies only to the exact payload shown. Gmail actions create drafts for review; they do not send.

Create Gmail draft: Made this for a video

reviewqueuedREADY FOR REVIEWMEDIUM

Create a reviewed Gmail draft reply in Chuck's voice. Do not send.

GmailCreate Gmail draft
Target: Gmail
Policy: Writing a Gmail draft changes the source mailbox and requires review.

Exact proposed payload

{
  "to": "warnerjami@gmail.com",
  "html": "<p>[Draft reply goes here after review.]</p><p>Chuck</p>",
  "send": false,
  "subject": "Re: Made this for a video",
  "threadId": "19ecdc8b520b532f",
  "messageId": "19ecdc8b520b532f",
  "operation": "gmail.create_draft",
  "contentType": "text/html"
}

Review controls

queued

Approval applies only to the exact payload shown. Gmail actions create drafts for review; they do not send.

Create Gmail draft: Made this for a video

reviewqueuedREADY FOR REVIEWMEDIUM

Create a reviewed Gmail draft reply in Chuck's voice. Do not send.

GmailCreate Gmail draft
Target: Gmail
Policy: Writing a Gmail draft changes the source mailbox and requires review.

Exact proposed payload

{
  "to": "warnerjami@gmail.com",
  "html": "<p>[Draft reply goes here after review.]</p><p>Chuck</p>",
  "send": false,
  "subject": "Re: Made this for a video",
  "threadId": "19ecdc8b520b532f",
  "messageId": "19ecdc8b520b532f",
  "operation": "gmail.create_draft",
  "contentType": "text/html"
}

Review controls

queued

Approval applies only to the exact payload shown. Gmail actions create drafts for review; they do not send.

Archive Gmail thread: Updated product copy for review

READY FOR REVIEWMEDIUM

Archive this Gmail thread by removing it from the inbox.

GmailArchive Gmail thread
Target: Gmail
Policy: Archiving changes Gmail source-system state and requires review unless an allowlisted rule exists.

Exact proposed payload

{
  "threadId": "seed-wgh-product-copy",
  "operation": "gmail.modify",
  "removeLabelIds": [
    "INBOX"
  ]
}

Review controls

Approval applies only to the exact payload shown. Gmail actions create drafts for review; they do not send.

Archive Gmail thread: Updated product copy for review

READY FOR REVIEWMEDIUM

Archive this Gmail thread by removing it from the inbox.

GmailArchive Gmail thread
Target: Gmail
Policy: Archiving changes Gmail source-system state and requires review unless an allowlisted rule exists.

Exact proposed payload

{
  "threadId": "seed-wgh-product-copy",
  "operation": "gmail.modify",
  "removeLabelIds": [
    "INBOX"
  ]
}

Review controls

Approval applies only to the exact payload shown. Gmail actions create drafts for review; they do not send.

Archive Gmail thread: Updated product copy for review

READY FOR REVIEWMEDIUM

Archive this Gmail thread by removing it from the inbox.

GmailArchive Gmail thread
Target: Gmail
Policy: Archiving changes Gmail source-system state and requires review unless an allowlisted rule exists.

Exact proposed payload

{
  "threadId": "seed-wgh-product-copy",
  "operation": "gmail.modify",
  "removeLabelIds": [
    "INBOX"
  ]
}

Review controls

Approval applies only to the exact payload shown. Gmail actions create drafts for review; they do not send.

Forward receipt to QBO: Thanks for your payment

reviewqueuedREADY FOR REVIEWMEDIUM

Create a reviewed Gmail forward draft to QBO receipts. Do not send automatically.

GmailForward receipt to QBO
Target: Gmail
Policy: Low-confidence receipt forwarding should be reviewed before QBO dispatch.

Exact proposed payload

{
  "operations": [
    {
      "to": "receipts-tymoo@qbodocs.com",
      "send": false,
      "subject": "Fwd: Thanks for your payment",
      "threadId": "19ecb95a0d46d397",
      "messageId": "19ecb95a0d46d397",
      "operation": "gmail.forward",
      "includeAttachments": true,
      "includeOriginalMessage": true
    },
    {
      "after": "forward_success",
      "threadId": "19ecb95a0d46d397",
      "operation": "gmail.modify",
      "removeLabelIds": [
        "INBOX"
      ]
    }
  ],
  "dispatchMode": "review_required"
}

Review controls

queued

Approval applies only to the exact payload shown. Gmail actions create drafts for review; they do not send.

Forward receipt to QBO: Your Skool receipt

reviewqueuedREADY FOR REVIEWMEDIUM

Forward this high-confidence receipt to QBO with attachments, then archive the original after successful dispatch.

GmailForward receipt to QBO
Target: Gmail
Policy: High-confidence receipt forwarding to QBO is allowlisted for auto-send once Gmail dispatch is enabled.

Exact proposed payload

{
  "operations": [
    {
      "to": "receipts-tymoo@qbodocs.com",
      "send": "auto_when_dispatch_enabled",
      "subject": "Fwd: Your Skool receipt",
      "threadId": "seed-receipt-skool",
      "messageId": "seed-msg-receipt-skool",
      "operation": "gmail.forward",
      "includeAttachments": true,
      "includeOriginalMessage": true
    },
    {
      "after": "forward_success",
      "threadId": "seed-receipt-skool",
      "operation": "gmail.modify",
      "removeLabelIds": [
        "INBOX"
      ]
    }
  ],
  "dispatchMode": "auto_when_gmail_dispatch_enabled"
}

Review controls

queued

Approval applies only to the exact payload shown. Gmail actions create drafts for review; they do not send.

Approve Linear digest follow-up routing

READY FOR REVIEWMEDIUM

Create reviewed follow-up tasks or comments only after Chuck approves the exact Linear payload.

Tymoo Agentic OSWork on Linear taskcia
Target: Linear
Policy: Linear task updates are reviewed writes because Linear owns task state.

Exact proposed payload

{
  "action": "draft_follow_up_routes",
  "records": [
    "linear_digest:cia-tasks-next-7-days"
  ],
  "destination": "Linear"
}

Review controls

Approval applies only to the exact payload shown. Gmail actions create drafts for review; they do not send.

Review Airtable persona upload proposal

NEEDS CHANGESMEDIUM

Needs more evidence before any Airtable write can be approved.

AirtableRun Airtable operations
Target: Airtable
Policy: Airtable is an external operational table, so writes require review.

Exact proposed payload

{
  "action": "verify_persona_upload_queue",
  "records": [
    "persona_upload_queue:persona-research-upload-check"
  ],
  "destination": "Airtable"
}

Review controls

Approval applies only to the exact payload shown. Gmail actions create drafts for review; they do not send.

Create Gmail draft: Fw: Bar Hair Care projection: a few paid economics questions

processingdraft runningDISPATCHINGMEDIUM

Queue a Gmail draft reply in the background. Draft-only never sends.

GmailCreate Gmail draft
Target: Gmail
Policy: Queue draft creates a Gmail draft in the background. Draft-only never sends.

Exact proposed payload

{
  "to": "dmartinez@stellarising.com",
  "html": "<p>[Draft reply goes here after review.]</p><p>Chuck</p>",
  "send": false,
  "subject": "Re: Fw: Bar Hair Care projection: a few paid economics questions",
  "threadId": "19ed1efd3d80e4be",
  "messageId": "19ed1efd3d80e4be",
  "operation": "gmail.create_draft",
  "contentType": "text/html"
}

Review controls

draft running

Approval applies only to the exact payload shown. Gmail actions create drafts for review; they do not send.

No transition available

Create Gmail draft: Fw: Bar Hair Care projection: a few paid economics questions

processingdraft runningDISPATCHINGMEDIUM

Queue a Gmail draft reply in the background. Draft-only never sends. Manual instruction: thank danielle for the call and sharing the data -- I will dive into later this month and share back some research on anything that I find that might help on her hand.

GmailCreate Gmail draft
Target: Gmail
Policy: Queue draft creates a Gmail draft in the background. Draft-only never sends.

Exact proposed payload

{
  "to": "dmartinez@stellarising.com",
  "html": "<p>[Draft reply goes here after review.]</p><p>Chuck</p>",
  "send": false,
  "subject": "Re: Fw: Bar Hair Care projection: a few paid economics questions",
  "threadId": "19ed1efd3d80e4be",
  "messageId": "19ed1efd3d80e4be",
  "operation": "gmail.create_draft",
  "contentType": "text/html",
  "manualInstruction": "thank danielle for the call and sharing the data -- I will dive into  later this month and share back some research on anything that I find that might help on her hand."
}

Review controls

draft running

Approval applies only to the exact payload shown. Gmail actions create drafts for review; they do not send.

No transition available

Create command task from email: Fw: Bar Hair Care projection: a few paid economics questions

COMPLETEDMEDIUM

Create a local Command Center task from this email.

LinearCreate Linear task
Target: Command Center
Policy: Creating a local task changes the Command Center queue and requires review.

Exact proposed payload

{
  "title": "Fw: Bar Hair Care projection: a few paid economics questions",
  "source": "gmail",
  "threadId": "19ed1efd3d80e4be",
  "operation": "command_item.create",
  "sourceUrl": "https://mail.google.com/mail/u/0/#inbox/19ed1efd3d80e4be",
  "clientSlug": null,
  "description": "Hi Chuck! See attached for the Bar analysis &amp; recommendations our team put together. Let me know if you have any questions once you&#39;ve had a chance to review! Best, Danielle Danielle Martinez\n\nSuggested action: Review thread."
}

Review controls

Approval applies only to the exact payload shown. Gmail actions create drafts for review; they do not send.

No transition available

Create Gmail draft: Fw: Bar Hair Care projection: a few paid economics questions

draft-createddraft readyCOMPLETEDMEDIUM

Queue a Gmail draft reply in the background. Draft-only never sends. Manual instruction: thank danielle for the call and sharing the data -- I will dive into later this month and share back some research on anything that I find that might help on her hand.

GmailCreate Gmail draft
Target: Gmail
Policy: Queue draft creates a Gmail draft in the background. Draft-only never sends.

Exact proposed payload

{
  "to": "dmartinez@stellarising.com",
  "html": "<p>[Draft reply goes here after review.]</p><p>Chuck</p>",
  "send": false,
  "subject": "Re: Fw: Bar Hair Care projection: a few paid economics questions",
  "threadId": "19ed1efd3d80e4be",
  "messageId": "19ed1efd3d80e4be",
  "operation": "gmail.create_draft",
  "contentType": "text/html",
  "manualInstruction": "thank danielle for the call and sharing the data -- I will dive into  later this month and share back some research on anything that I find that might help on her hand."
}

Review controls

draft ready

Approval applies only to the exact payload shown. Gmail actions create drafts for review; they do not send.

No transition available

Create command task from email: Color Category

COMPLETEDMEDIUM

Create a local Command Center task from this email.

LinearCreate Linear task
Target: Command Center
Policy: Creating a local task changes the Command Center queue and requires review.

Exact proposed payload

{
  "title": "Color Category",
  "source": "gmail",
  "threadId": "19ed1a5fc3c602f4",
  "operation": "command_item.create",
  "sourceUrl": "https://mail.google.com/mail/u/0/#inbox/19ed1a5fc3c602f4",
  "clientSlug": null,
  "description": "I am adding some pictures to some of the signature color caskets and noticed we don&#39;t have a tab for yellow on the colors to check for category. Maybe I am blind but if we could add this people\n\nSuggested action: Review thread."
}

Review controls

Approval applies only to the exact payload shown. Gmail actions create drafts for review; they do not send.

No transition available

Create Gmail draft: Color Category

draft-createddraft readyCOMPLETEDMEDIUM

Queue a Gmail draft reply in the background. Draft-only never sends. Manual instruction: I made a Yellow Category for Colors: https://skycaskets.com/product-category/by-color/yellow-caskets/ And added on casket, let Jami know she can add more but Sky now has a yellow casket category.

GmailCreate Gmail draft
Target: Gmail
Policy: Queue draft creates a Gmail draft in the background. Draft-only never sends.

Exact proposed payload

{
  "to": "warnerjami@gmail.com",
  "html": "<p>[Draft reply goes here after review.]</p><p>Chuck</p>",
  "send": false,
  "subject": "Re: Color Category",
  "threadId": "19ed1a5fc3c602f4",
  "messageId": "19ed1a5fc3c602f4",
  "operation": "gmail.create_draft",
  "contentType": "text/html",
  "manualInstruction": "I made a Yellow Category for Colors:\r\nhttps://skycaskets.com/product-category/by-color/yellow-caskets/\r\n\r\nAnd added on casket, let Jami know she can add more but Sky now has a yellow casket category."
}

Review controls

draft ready

Approval applies only to the exact payload shown. Gmail actions create drafts for review; they do not send.

No transition available

Create Gmail draft: Re: Email forwarding

draft-createddraft readyCOMPLETEDMEDIUM

Queue AI draft reply.

GmailCreate Gmail draft
Target: Gmail
Policy: Draft reply queue testing.

Exact proposed payload

{
  "threadId": "19ed1857270f17c8",
  "operation": "gmail.create_draft",
  "manualInstruction": "Let them know we received their request and will verify the timeline by Wednesday afternoon."
}

Review controls

draft ready

Approval applies only to the exact payload shown. Gmail actions create drafts for review; they do not send.

Create Gmail draft: Re: Email forwarding

draft-createddraft readyCOMPLETEDMEDIUM

Queue AI draft reply.

GmailCreate Gmail draft
Target: Gmail
Policy: Draft reply queue testing.

Exact proposed payload

{
  "threadId": "19ed1857270f17c8",
  "operation": "gmail.create_draft",
  "manualInstruction": "Let them know we received their request and will verify the timeline by Wednesday afternoon."
}

Review controls

draft ready

Approval applies only to the exact payload shown. Gmail actions create drafts for review; they do not send.

Create Gmail draft: Re: Consolidated Feedback: Sky Caskets Checkout

draft-createddraft readyCOMPLETEDMEDIUM

Queue AI draft reply.

GmailCreate Gmail draft
Target: Gmail
Policy: Draft reply queue testing.

Exact proposed payload

{
  "threadId": "19ed1543ae06ad68",
  "operation": "gmail.create_draft",
  "manualInstruction": "Let them know we received their request and will verify the timeline by Wednesday afternoon."
}

Review controls

draft ready

Approval applies only to the exact payload shown. Gmail actions create drafts for review; they do not send.

Create Gmail draft: Re: FFN AI Summit Speaking Invite

draft-createddraft readyCOMPLETEDMEDIUM

Queue AI draft reply.

GmailCreate Gmail draft
Target: Gmail
Policy: Draft reply queue testing.

Exact proposed payload

{
  "threadId": "19ed1418686feaa9",
  "operation": "gmail.create_draft",
  "manualInstruction": "Let them know we received their request and will verify the timeline by Wednesday afternoon."
}

Review controls

draft ready

Approval applies only to the exact payload shown. Gmail actions create drafts for review; they do not send.

Create Gmail draft: Terms of Service

draft-createddraft readyCOMPLETEDMEDIUM

Create a reviewed Gmail draft reply in Chuck's voice. Do not send. Manual instruction: Here are the documents: TOS Google Doc https://docs.google.com/document/d/1ZcdszfcWtJhnMF4NVUwOYmXWmVq5Y3xYVP4OvyDDayQ/edit?tab=t.0#heading=h.xsk5j5sfjgse
 Sample SOW that links to TOS https://docs.google.com/document/d/19OcLtx71zy5sjpMmWCEg0zDxesjYQKS2/edit

 PDF of TOS https://drive.google.com/file/d/1yctt3EMn6AeZtbK2Uu7KRVHctZ3nIOSZ/view


 Once the TOS is rewritten, the PDF should probably live on the website and be versioned, something like https://www.tymoo.ai/terms-of-service-202607

GmailCreate Gmail draft
Target: Gmail
Policy: Writing a Gmail draft changes the source mailbox and requires review.

Exact proposed payload

{
  "to": "marcell@tymoo.com",
  "html": "<p>[Draft reply goes here after review.]</p><p>Chuck</p>",
  "send": false,
  "subject": "Re: Terms of Service",
  "threadId": "19ecd178e5432ce9",
  "messageId": "19ecd178e5432ce9",
  "operation": "gmail.create_draft",
  "contentType": "text/html",
  "manualInstruction": "Here are the documents:\r\n\r\nTOS Google Doc \r\nhttps://docs.google.com/document/d/1ZcdszfcWtJhnMF4NVUwOYmXWmVq5Y3xYVP4OvyDDayQ/edit?tab=t.0#heading=h.xsk5j5sfjgse
\r\n\r\nSample SOW that links to TOS\r\nhttps://docs.google.com/document/d/19OcLtx71zy5sjpMmWCEg0zDxesjYQKS2/edit

\r\n\r\nPDF of TOS\r\nhttps://drive.google.com/file/d/1yctt3EMn6AeZtbK2Uu7KRVHctZ3nIOSZ/view


\r\n\r\nOnce the TOS is rewritten, the PDF should probably live on the website and be versioned, something like https://www.tymoo.ai/terms-of-service-202607"
}

Review controls

draft ready

Approval applies only to the exact payload shown. Gmail actions create drafts for review; they do not send.