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41 lines
1.8 KiB
Markdown
41 lines
1.8 KiB
Markdown
---
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name: reviewable-external-draft
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description: "Reconcile source evidence and prepare an accurate external-facing draft without bypassing review"
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version: 1.0.0
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category: communication
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tags: [drafting, email, messages, review, reconciliation]
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status: published
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confidence: 1.0
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source: builtin
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created: "2026-08-30T00:00:00Z"
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---
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## When to Use
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Use when preparing a client, customer, partner, leadership, or other external-facing update from internal messages or documents.
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Do not use this procedure to send immediately unless the user explicitly authorizes the exact recipient and final content.
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## Procedure
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1. Confirm the audience, communication channel, requested tone, and whether the user asked for a draft or an immediate send.
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2. Gather the relevant source records and identify the latest values, dates, commitments, and unresolved discrepancies.
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3. Resolve recipient identity through the available contact source and avoid inferring internal versus external status from a display name alone.
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4. Draft only claims supported by the collected evidence; qualify uncertainty and omit internal-only detail that the audience should not receive.
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5. Save or present a reviewable draft through the native draft or document capability.
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6. Report the draft identifier or location plus any reconciliation notes that require human review.
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## Pitfalls
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- Do not send a draft merely because a send-capable tool is available.
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- Do not copy stale figures when a later correction exists.
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- Do not conceal unresolved discrepancies behind polished prose.
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- Do not expose private internal discussion, credentials, or unrelated personal data.
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## Verification
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- Recipient identity and communication mode match the request.
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- Dates, figures, status, and commitments map to current source evidence.
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- The result remains reviewable unless an explicit send-now instruction authorized delivery.
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