The action queue
The action queue is where ReferralPulse stages every email it has drafted on your behalf so you can review and send them. Thank-you notes for received referrals you haven't acknowledged. Status updates for partners on referrals you haven't told them what happened on. Pre-meeting prep briefs. Reach-outs to partners you've gone quiet with. Each one comes pre-written with the partner, the context, and the relevant history baked in.
You always review the draft before it goes out. The app never sends anything on your behalf without you clicking the send button.
Where to find it
Where to find it: Top right avatar → Actions. Direct URL: /dashboard/actions. The page header is Proactive Actions with a Refresh button on the right.
You can also reach the queue from two other places:
- The Drafts Ready to Send section on the home Daily Briefing. Each draft there has a Review & send button that opens the same editor inline, so you can clear drafts without leaving the briefing.
- The bell icon in the dashboard header. Pending action drafts show up at the top of the dropdown under Proactive Actions, with a count badge on the bell. Click any item to jump to it in the queue.
What's in the queue
The queue surfaces three main types of drafts:
- Thank yous for received referrals you haven't acknowledged yet. The draft thanks the partner who sent the referral by name and references the client.
- Status updates for referrals where you haven't told the partner what happened. If a referral closed as won, the draft shares the good news. If it's still open after a while, the draft gives the partner an honest update so they aren't left wondering.
- Stay-in-touch reach-outs to partners you haven't been in touch with for a while. The draft is short, friendly, and doesn't pretend to have a business reason if there isn't one.
Not everything in the queue is an email. A few cards ask for a quick decision instead of a send:
- Meeting prep briefs are short in-app briefings before a meeting. Expand one with Show full briefing, read it, then mark it done. Nothing gets sent.
- Introduction opportunities suggest two partners who should meet. The card has a Compose button that opens the introduction composer.
- Introduction outcome checks ask whether an intro you made led to a meeting, with They met, Went nowhere, and Not yet buttons.
- Record a new meeting nudges appear when you have a meeting with someone new. Yes, Record It adds them as a partner and records the call; No thanks clears it.
The four KPI tiles at the top of the page give you running counts: Pending Actions, Thank Yous Due, Status Updates, Emails Sent.
Review and send a draft
Where to find it: Avatar → Actions → Pending tab.
The Pending tab is the work view. Each row shows an icon for the draft type, the title (with the referred person's name folded in for referral drafts), the partner and company it's about, and a one-line preview of the subject and body. Each row has buttons along the right:
- Review & Send. Opens the draft editor. This is the main button when a draft is ready.
- Mark done. Clears the draft without sending. Use this when you've handled the action another way (a phone call, a text, an in-person reply).
- Dismiss. Removes the draft for good. Use this when the action is no longer needed.
- The three-dot menu (⋯) holds the rest: Edit Draft, Regenerate Draft (or Generate Draft if there isn't one yet), and Snooze 1 day, Snooze 3 days, or Snooze 1 week to push the draft out and have it come back later.
Review & Send opens the draft editor, where you'll see:
- To field. Pre-filled with the partner's email address if available. You can edit it or add multiple recipients separated by commas.
- Cc field. If you don't have a mailbox connected, you're added here by default so you get a copy in your own inbox. You can add other addresses or remove yourself. (When Gmail or Outlook is connected, the message lands in your Sent folder automatically, so the Cc-self is skipped.)
- Subject and Message. The drafted email in a rich text editor, ready to review and edit. A Regenerate with AI button above the message rewrites it from scratch if it's off.
When the draft looks right, click Send Email. The send is immediate, with no further confirmation. If you made edits but aren't ready to send, Save Draft keeps them for later, and Later closes the editor.
The drafts are short on purpose. A two-sentence thank-you that goes out today is worth more than a three-paragraph thank-you that you keep meaning to write. Send first, then edit only if something is off.
Review what you've sent or dismissed
Where to find it: Avatar → Actions → Sent tab, Dismissed tab, or All tab.
- Sent lists drafts you've already sent, with the date and the partner. Useful for checking what you said when a partner replies.
- Dismissed lists drafts you discarded, in case you change your mind.
- All lists every draft regardless of state. The Pending and All tabs also have Status and Priority dropdowns at the top so you can narrow the list.
Quick triage from the bell
Where to find it: Top right of any dashboard page → bell icon in the header.
If you only want to peek at what's pending without leaving the page you're on, click the bell. The notifications dropdown shows the top three pending actions with one-click open into the full queue. View all alerts at the bottom takes you to the Alerts page (a different surface, see Alerts and notifications).
If the bell badge gets large, that usually means you have several days of unsent thank-yous and status updates piled up. Five minutes in the queue once a week clears it without ceremony, and your partners notice the consistency more than they would notice any individual message.
By voice or in chat
Where to find it: Top of any dashboard page → AI Chat button.
You can ask the assistant about the queue or have it draft new messages for you outside the queue. You can also filter by partner tier when asking about pending actions.
What thank-yous do I owe?
Show me pending actions for my Inner Circle partners.
Draft a thank-you to Patricia for the Greenmark referral.
Send the pending thank-you to Sarah.
The assistant pulls from the same queue and can send drafts on your confirmation. Anything sent through chat shows up in the Sent tab.
Get more out of your assistant
The drafts in the queue are only as good as the context the assistant has on each partner and each referral. A few things shape them most:
- Partner introduction paragraph. A short, in-your-voice description on each partner. Drives the warmth of the drafts. Without one, the prose is generic.
- Referral status accuracy. Stuck Open referrals from months ago produce stale status-update drafts. Marking referrals Won, Lost, or Declined as they actually resolve keeps the queue clean.
- Last contact dates. When you log a referral, send an intro, or mark a meeting attended, the assistant updates its sense of when you last touched a partner. Stay-in-touch drafts are based on these signals, so logging activity in the app is what makes the dormant-partner reach-outs land at the right moment.
- Partner tiers. If you've organized your partners into tiers, you can ask the assistant to filter pending actions, referrals, or analytics by tier. This helps you prioritize outreach to your most important partners first.
If a draft sounds wrong, the fastest fix is usually to edit it and send. The same draft will be improved next time the same situation comes up because the assistant learns from the patterns of what you send vs dismiss.
CC yourself on sent emails
By default, you are Cc'd on every email you send from the action queue so you have a record in your own inbox. You can turn this off in your notification settings if you prefer not to receive these copies.
Where to change it: Avatar → Settings → Notifications → CC me on sent emails.
When this is on, the Cc field in the draft editor pre-fills with your email address. You can still add other recipients or remove yourself on a per-email basis. If you've connected a Gmail or Outlook mailbox, the message already files itself in your Sent folder, so the Cc-self is skipped to avoid a duplicate in your inbox.
On the iOS app
Where to find it: Bottom navigation → Actions tab, or via the bell icon in the iOS header.
On iOS the queue is a streamlined card feed. Tap a card to open the draft editor, where you review the email and send it. The "record a new meeting" nudges keep their Yes, record it and No thanks buttons right on the card, so you can answer those without opening anything. A pull-down Refresh at the top reloads the feed.
The mobile queue is where the queue actually pays off. Five minutes during your morning coffee, or between meetings, clears the backlog faster than sitting at your desk does. Voice-edit a draft if it needs a tweak, then send.