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Revo Best Practices: Email Automation, Intelligence Modules & Workflows

Connect your Gmail or Outlook to Revo and watch it automatically draft email replies using context from your meetings, projects, and documents. Intelligence Modules continuously learn from your business to generate accurate responses.

Updated over 2 weeks ago

Overview

Revo is an AI email assistant that knows your business context.

Unlike generic AI tools like ChatGPT or Claude that start every conversation from scratch, Revo builds a persistent organizational brain from your connected tools, meetings, and documents. This compounding intelligence powers automatic email drafts that reference real decisions, current project status, and actual timelines, not guesses or hallucinations.

How it works in two steps:

  1. Intelligence Modules continuously learn from your business (meetings, Slack, Jira, documents)

  2. Email Drafting happens automatically in your Gmail or Outlook inbox using that intelligence


Step 1: Building Your Intelligence (Context Setup)

What are Intelligence Modules?

Intelligence Modules are Revo's persistent memory system. They continuously sync with your business tools to build a living knowledge base about your company, products, customers, and team workflows. This is what makes your email drafts accurate instead of generic.

Why Intelligence Modules Matter

Unlike stateless AI that starts fresh every time, Intelligence Modules compound. Every meeting, every Slack message, every Jira update makes Revo smarter. This persistent memory is what enables Revo to draft replies that reference decisions from yesterday's standup or pull the exact product version shipped this morning, without you typing a word.

Available Intelligence Modules:

Company DNA
Automatically built by analyzing your company website, extracting your mission, products, services, team structure, and messaging. Ensures every email reflects your brand voice and positioning.

Product Features
Maintains a structured map of what you build, tracking shipped features, development status, and roadmap plans for accurate product communications.

Product Portfolio
Captures your full product offerings and value propositions, pulling from specs and sales collateral to inform customer-facing responses.

Product Requirements
Turns PRDs and specs into searchable intelligence, linking decisions to features so email drafts can reference exact requirements and timelines.

Company Glossary
Learns your internal terminology, acronyms, and jargon to keep communications clear and consistent across all teams.

Competitive Intelligence
Monitors competitors from web data and internal research, surfacing positioning insights for sales and marketing emails.

Personal Memory
Tracks your communication style, frequent contacts, and preferences to make drafts sound authentically like you.

User Feedback (Coming Soon)
Clusters customer feedback themes to inform support and product emails with real user pain points.

User Personas (Coming Soon)
Builds dynamic customer profiles for personalized, segment-specific email responses.

How Intelligence Modules Learn

Revo doesn't require manual training. Once you connect your tools, the modules auto-update in the background:

From Integrations:
Slack messages, Jira tickets, Linear issues, Notion docs, Confluence pages, Google Drive files, GitHub activity

From Meetings:
Recorded calls via Google Meet, Zoom, or Microsoft Teams with automatic transcription and decision extraction

From Documents:
Uploaded files (PDFs, CSVs, images), public website scraping, internal wikis

From Email:
Your sent email history to learn tone, style, and frequent topics

The more sources you connect, the smarter your drafts become. Most teams see dramatic improvement within 2 weeks as Revo accumulates context.


Step 2: Automatic Email Drafting (How Your Inbox Works)

How Revo Drafts Emails

Once you connect Gmail or Outlook, Revo monitors your inbox in real-time:

  1. Email arrives → Revo reads the content and understands what's being asked

  2. Query Intelligence Modules → Revo searches your meetings, projects, documents for relevant context

  3. Draft response → Revo generates a factual, on-brand reply grounded in your actual work

  4. You review & send → Edit if needed (most users just hit send after 2 weeks)

Key difference from other AI tools: Revo doesn't guess. If it doesn't have the context, it says so. Your drafts cite real meetings, specific ticket numbers, and actual timelines, not vague corporate speak.


Real-World Email Drafting Examples

Customer Support Email

Incoming: "Is the login bug fixed yet?"

Revo's Draft:
"Yes, the login timeout issue was resolved in v2.4.1, deployed this morning at 9:15 AM PST. The fix addresses the session expiration bug you reported on Tuesday. You should see it live now. Let me know if you're still experiencing issues."

Context Used:

  • Jira ticket PROD-892 (closed this morning)

  • Customer's previous email thread (Tuesday report)

  • Product deployment log (v2.4.1 timestamp)

Sales Follow-Up Email

Incoming: "Can you remind me what we discussed on pricing?"

Revo's Draft:
"Of course. In our Thursday call, we discussed the Enterprise plan at $50K/year, which includes SSO, advanced analytics, priority support, and a dedicated customer success manager. The contract would start on your next billing cycle (Feb 1st). I've attached the updated proposal deck we reviewed. Let me know if you'd like to schedule a final alignment call before signing."

Context Used:

  • Meeting transcript from Thursday sales call

  • CRM deal stage and pricing notes

  • Proposal document from Google Drive

  • Customer's billing cycle from previous correspondence

Internal Status Update

Incoming (from CEO): "Is the new checkout feature ready for launch?"

Revo's Draft:
"We're on track. The redesigned checkout flow shipped to staging this morning. QA is running final tests now, and we're green-lit for production release Thursday afternoon. The feature includes the one-click upsell and Apple Pay integration we scoped in sprint planning. I'll send a launch confirmation once it's live."

Context Used:

  • Jira sprint board (current status)

  • This morning's standup transcript (QA update)

  • Sprint planning meeting notes (feature scope)

  • Deployment schedule from engineering roadmap


Best Practices: Getting Great Email Drafts

1. Connect the Tools Where Decisions Happen

Start with the highest-impact integrations:

Priority 1: Meetings
Google Calendar or Outlook Calendar, so Revo can auto-join and transcribe calls

Priority 2: Project Management
Jira, Linear, Asana, or GitHub Issues, wherever your team tracks work status

Priority 3: Communication
Slack or Microsoft Teams, where informal decisions and context live

Priority 4: Documentation
Notion, Confluence, Google Drive, where specs, processes, and knowledge are stored

Priority 5: CRM (if sales/CS)
HubSpot, Salesforce, Intercom, for customer history and deal context


2. Keep Your Tools Updated

Revo drafts based on what it sees in your connected tools. If Jira says "in progress" but you shipped yesterday, your draft will say "in progress" until you update the ticket.

The truth principle: Revo prioritizes accuracy over creativity. It won't guess or fill gaps with corporate fluff. If your tools are stale, your drafts will reflect that reality.

Best workflow:
✅ Ship the feature
✅ Update the ticket to "Done"
✅ Check your email draft (now accurate)


3. Enable Meeting Recording for Key Calls

Meetings are where most important decisions happen, and where Revo finds the richest context for email drafts.

What to record:

  • Customer calls (sales, support, onboarding)

  • Sprint planning and standups

  • Strategy sessions and reviews

  • Product demos and feedback sessions

What Revo extracts:

  • Key decisions and action items

  • Timelines and commitments

  • Feature requests and bug reports

  • Attendee responsibilities

Result: When a customer asks "What did we agree on?" hours after the call, Revo's draft already references the exact terms discussed, who committed to what, and the next steps, all cited from the transcript.

🚫 Common mistake: Only recording some meetings. Revo will have context gaps and drafts will be less accurate. Record consistently for best results.


4. Review Drafts at First, Trust Them Later

In your first 1-2 weeks, treat Revo like a senior assistant's first draft:

What to check:

  • ✅ Facts are current (does the timeline match reality?)

  • ✅ Tone matches your style (add warmth or urgency if needed)

  • ✅ Personal touches (inside jokes, rapport-building language)

What you'll notice:
Week 1: Editing ~80% of drafts
Week 2: Editing ~40% of drafts
Week 3+: Mostly just hitting send

Why? Revo learns your editing patterns. If you always add "Hope you're doing well" to client emails, Revo starts including it automatically. If you prefer bullet points over paragraphs, Revo adapts.


5. Use Email Labels for Inbox Triage

Revo automatically labels incoming emails by action type:

Notification → System notifications and automated messages

To respond → Emails requiring a response from you

Action Required → Needs your response or decision
FYI → Informational emails that don't require action

Awaiting reply → Emails you've sent waiting for a response
Outreach → Cold outreach and prospecting emails

Pro workflow:
Start your day filtering to "Action Required" only. Handle those first (Revo drafts make this fast).


6. Let Revo Handle Follow-Up Actions

If an email requires action beyond replying, Revo can execute tasks automatically:

What Revo can do:

  • Create or update Jira/Linear tickets

  • Draft documents (PRDs, summaries, reports)

  • Update Slack threads

  • Log customer feedback

Example workflow:

Email: "We're seeing slow load times on the dashboard. Can you look into this?"

Revo's actions:

  1. Drafts reply: "Thanks for flagging this. I've created ticket JIRA-1234 for our engineering team to investigate. I'll keep you updated."

  2. Creates Jira ticket with bug details

  3. Assigns to on-call engineer based on team structure

  4. Posts to #engineering Slack channel

You just: Review and click send on both the email and the ticket


Troubleshooting: When Drafts Miss the Mark

If a draft feels generic or incomplete, it's usually a context gap. Here's how to diagnose and fix it:

Diagnostic Checklist

1. Does Revo have access to the right context?
Go to Settings → Integrations and verify the relevant tool is connected.

Example: Draft can't reference a meeting → Check if Calendar integration is active and meeting recording is enabled.

2. Is the latest status reflected in your tools?
Check if Jira tickets, Slack threads, or documents are up to date.

Example: Draft says feature is "in progress" when you shipped yesterday → Update the Jira ticket to "Done" and regenerate.

3. Are you expecting Revo to know something it hasn't learned?
Go to Intelligence Modules and check completeness scores.

Example: Draft lacks product positioning → Upload sales collateral to the Product Portfolio module or connect your marketing drive folder.

4. Did the relevant meeting get recorded?
Check your Meetings tab to verify transcripts exist for the context you're expecting.

Example: Customer asks "What did we discuss about pricing?" but the sales call wasn't recorded → Enable auto-join for future calls.


How to Improve Module Completeness

Each Intelligence Module shows a completeness indicator. If a draft misses the mark, check which module needs more data:

Steps:

  1. Go to Modules in your left sidebar

  2. Click the module that's underperforming (e.g., Product Features)

  3. Review what Revo has learned

  4. Connect missing integrations or upload documents

  5. Drafts improve immediately

Common gaps:

  • Company DNA → Upload brand guidelines, mission statements

  • Product Features → Connect product docs, engineering wikis

  • Competitive Intelligence → Add competitor URLs to monitor


Advanced: Workflows & Automation Beyond Email

Revo's Workflows let you automate actions triggered by email, Slack messages, scheduled times, or events, no code required.

Common Workflow Examples

Weekly Competitor Monitoring
Trigger: Every Monday at 9 AM
Actions: Scrape competitor websites → Summarize changes → Post to #product Slack channel

Feedback Synthesis
Trigger: Every Friday at 5 PM
Actions: Pull last week's user feedback → Cluster themes → Create insight report → Share in #product

Meeting Follow-Up
Trigger: Client call ends
Actions: Draft summary email → Create action-item tickets → Update CRM notes

How to Create a Workflow

  1. Go to Workflows in your left sidebar

  2. Click New Workflow

  3. Choose a trigger (Scheduled, Event, Manual)

  4. Add nodes (REVO AI, Email, Jira, Slack, Transform, Condition)

  5. Configure logic for each node

  6. Test and activate


The Compounding Intelligence Flywheel

Revo gets exponentially smarter over time through a self-reinforcing loop:

The Cycle:

  1. Connect more tools → Revo knows more

  2. Revo knows more → Drafts get better

  3. Drafts get better → You trust it more

  4. You trust it more → You connect more tools and use it for harder tasks

  5. Repeat → Intelligence compounds forever

What this means in practice:

Week 1: Revo drafts basic responses, you edit most of them
Week 2: Drafts start citing specific meetings and tickets
Week 3: You're mostly just hitting send
Month 2: Revo handles complex multi-stakeholder emails autonomously
Month 3: You wonder how you ever managed your inbox manually


Getting Started Checklist

Connect your email (Gmail or Outlook)
Add top 3 integrations (Project management + Communication + Docs)
Enable meeting recording for your next 5 calls
Review and send 10 drafts (editing as needed to train Revo)
Check Intelligence Module completeness and fill gaps
Set up your first workflow for a recurring task

Timeline to full productivity: 2-3 weeks of consistent use

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