Send a follow-up email

Goose writes follow-up emails for you to review. You can edit any draft and copy it. If you've connected Gmail, you can also save it to your Gmail drafts and send it from Gmail.

Open the draft

You can start a follow-up from several places:

• Home. A Follow-up · to write card has Draft follow-up: Goose writes the email, then opens it. A Follow-up · draft ready card already has one: Send and Edit both open it.
• A meeting. On the meeting's Overview, under After this call, press Draft.
• A to-do. A to-do's main button, such as Draft answer, writes an email for that to-do. See To-dos and follow-ups.

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From Home and from a meeting, the draft opens in a panel at the side of the page. From a to-do's button, it opens in a window in the middle of the page, unless the to-do already has a draft, which opens in the side panel.

Edit it in the side panel

1. Check To and Cc. Goose fills in the people it suggests, with their role on the deal. Press ✕ to remove someone, or Add recipient to add someone. An address marked added by you is one saved on the draft that Goose no longer suggests.
2. Read the subject and the email, and change anything you like by typing in them.
3. To let Goose rewrite it, press Regenerate. In How should it change?, pick any of Shorter, Warmer, More formal, Add the next steps and New subject line, or type what you want in the box, then press Regenerate. Goose keeps what it already knows and adjusts the email. If you prefer the earlier version, press Undo.

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If you've connected Gmail and have a Gmail signature, it shows in gray under the email, labeled Gmail signature, and it's added when the email is saved to your Gmail drafts or sent. When the draft ends with your full name, Goose leaves it to the signature so it isn't written twice; a first-name sign-off like "Thanks, Sam" stays. If you have no Gmail signature, haven't connected Gmail, or you chose Let Goose sign on your Gmail row, the email ends with how you sign off and your job title from Settings › Profile instead. See Your signature. Goose never asks you to fill in your own title or email.

Under the email, a small gray line reads This email was crafted with Goose, try it here. The words try it here are your referral link. If you've connected Gmail, the line is added after your signature when Goose saves the email to your Gmail drafts. You can't edit it in the draft, but you can turn it off in Settings › Referrals. See Referrals.

Copy copies the subject and email, if you'd rather paste it somewhere yourself. It leaves the referral line out.

If you've connected Gmail:

1. Press Create draft. The email goes into your Gmail drafts, and the panel says Saved to your Gmail drafts with the date. The button then reads Update draft, including when you open the email again later. Pressing it replaces that Gmail draft with the email as it reads now. If you've already sent or deleted the draft in Gmail, it saves a new one.
2. Press Open in Gmail ↗ to go to your drafts, then send the email from Gmail. Make any last changes there.

On Home, if you close a draft you've edited without saving it to Gmail, Goose keeps your edits. The draft waits in Open work at the bottom of the page until you come back to it.

Edit it in the window

A to-do's button opens the draft in a window titled Draft email. On a wide screen, what the email is written from sits on the left and the draft on the right; on a narrow one, they stack.

1. Check who it's for. The top line names the company the email is about. Press Change to pick another.
2. Check what it's for. Under What's this email for?, pick what the email should do, such as Follow up or Answer their question. A to-do's button picks one for you. To steer the draft, type a line in the box below it, for example what it must mention. Goose writes the draft as soon as one is picked, and writes it again if you pick another.
3. Read the draft and change anything you like by typing in it. If drafting failed, press Try again.
4. Steer it. Under Steer this draft (beside the draft on a wide screen, under it on a narrow one), type what to change in Tell Goose what to change and press Enter. Goose rewrites the draft as it reads now, your edits included. Shift+Enter starts a new line, and Escape clears the box. Make it offers quick rewrites, such as shorter, and Suggestions offers a few from the draft itself, such as a to-do it doesn't mention yet. After a rewrite, Version switches between this window's drafts (v1, v2, …) and Undo last rewrite goes back one. Neither writes anything new. To have Goose follow a change in every future draft, tick Remember for future drafts before you press Enter; the toast's Voice & notes link shows where it's kept. Ask for the same change twice and Goose offers Make it a rule. Following N of your rules lists the rules this draft follows. Edit or delete them, or add new ones, under Writing rules in Settings › Voice & notes.
5. Add attachments, if the email sends a file. With Send the deliverable picked, the window lists the files Goose suggests, each with Attach. Under Add an attachment you can also pick from Brain files, Google Drive or Upload from computer. An email takes up to five files. Each attached file shows as a chip above the email's text; press its ✕ to remove it.

The buttons at the bottom

• Save to Gmail drafts, if you've connected Gmail, saves the email to your Gmail drafts. The window's title changes to Draft created, and you send the email from Gmail. It works even when To is empty.
• Send sends the email from your Gmail straight away, and the window's title changes to Sent email. Send needs at least one recipient. During the beta, Send isn't available for most accounts. Save the email to Gmail drafts and send it from Gmail.
• When the email is for Schedule a meeting, you get two buttons: Ask what works emails the times you picked, and Send invite books the meeting for the one time you picked.
• Close closes the window. Goose keeps the draft, and picks up where you left off when you open it again.

Ask before sending

With Ask before sending on, pressing Send, Ask what works or Send invite first shows who it goes to and the subject (or, for an invite, when the meeting is). Nothing goes out until you press Send now or Send invite in that box; Cancel sends nothing. Save to Gmail drafts never asks, because it doesn't send anything.

It's on for your first 7 days in a workspace, and off after that unless you turn it on. Tick Don't ask again in the box to turn it off, and turn it back on in Settings › Profile. Sends from a card on Home, a to-do's Send invite and a meeting or deal's draft ask the same way, and so does Move it when you reschedule a meeting, because Google emails every guest the new time.

Close the to-do

Saving the draft to Gmail doesn't mark the to-do done. Either:

• press ✓ Done on the card on Home, or Done on the to-do in the meeting or deal, or
• send Goose's draft from Gmail without changing its subject or recipients. Goose checks your sent mail and usually marks the to-do done. It does this only for the to-do the draft answers.

If you've connected Gmail, your workspace has Goose Brain turned on, and you write the email yourself instead, the Activity panel may show a card asking, for example, Mark 1 follow-up done?, with the email it found. Press Mark done to close the to-do.

Common snags

• The draft isn't in Gmail. Check that Gmail is connected in Settings › Integrations. If the Gmail row says Reconnect to allow drafts and sending, press Reconnect.
• The draft in Gmail has no recipient. Goose saves the draft even when To is empty. Add the recipient in Gmail before you send it.
• Home says it couldn't write or open the draft. Press the card's button again.
• Home says the draft changed elsewhere. It was edited somewhere else while you had it open. Copy your edits, then close it and open it again.