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Unlike the plan checkpoint, which happens on every task, draft review is entirely optional. Most tasks skip straight from an approved plan to a finished result — draft review is for the ones where you specifically want to see the work before it’s locked in.

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Why you’d want this

Some deliverables are worth a look before they go out the door — a letter going to a client, a report with a sensitive recommendation, anything where “close enough” the first time isn’t good enough. Draft review gives you a real checkpoint for exactly those cases, without slowing down everything else.

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How you get one

1

Ask for it up front

Say so in the same message where you describe the task — “show me a draft before you send it,” “let me approve the letter before it goes out.” Being explicit about wanting to see it first is what triggers this; general caution isn’t enough on its own.
2

Or ask mid-task

Didn’t ask upfront? You still can, once the coworker is already working — same effect, just requested later.
3

Or set it as a standing rule for a schedule

For a scheduled, recurring task, you can turn this on once so every future run pauses for your review automatically, rather than asking each time.

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What you actually get

A real, working draft — not a description of what the final version will look like. You open and review the actual in-progress document, dashboard, or deck before anything is finalized.

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How revisions work

If you ask for changes, the coworker edits the specific things you flagged in the actual draft — it doesn’t throw the whole thing out and start over. Anything you didn’t ask to change stays exactly as it was. There’s no limit on how many rounds you can go through before approving.

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What this is not

Draft review isn’t a second plan checkpoint — you’re not approving a description of future work, you’re reviewing something that already exists. It’s also not the default: if you never ask for it, a task goes straight from an approved plan to a finished, delivered result.

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How this connects

The Plan Checkpoint

The first, mandatory checkpoint, earlier in the same task.

Quality & Trust

What else happens behind the scenes to make sure a deliverable holds up.

Scheduled Tasks

Set draft review once for a recurring task instead of asking every time.

Managing a Running Task

Commenting on a task, checking status, and more.
Next time you send something that matters, just add “show me a draft first” — it works the same way regardless of which coworker or channel you’re using.