JBJB from Vertana

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Emails: how JB drafts and waits for your OK

Replies to new customers, follow-ups, and quote requests arrive as drafts in your text thread. You reply “send it” or tell JB what to change.

In the work log, that looks like keeping drafts from going to bad addresses, sending one polite nudge to people who stopped halfway, and keeping a shared inbox on drafts only until a person says send.

51 tasks so far

How much JB did on its own for this job:

Looked only6
JB read and reported. Nothing changed.
Drafted for review12
JB wrote it, and a person reviewed it before it went anywhere.
Done after an OK6
JB asked first, got a yes, then did it.
Done live27
The owner asked for it directly, or gave JB a standing OK for that kind of work.

Picked examples

Fixed email placeholder handling in drafts

A draft with a made-up address should never send. JB made sure it doesn't try.

From the log: Updated draft generation logic to handle missing contact information gracefully and prevent delivery attempts to placeholder addresses.

Done live
The owner asked for it directly, or gave JB a standing OK for that kind of work.

Customer messages · July 8, 2026

Added single nudge for incomplete leads

People who stopped halfway now get one reminder, and only one.

From the log: Calculator-only leads now receive one qualifier reminder email, overriding no-chase rule for this segment.

Drafted for review
JB wrote it, and a person reviewed it before it went anywhere.

Customer messages · August 12, 2026

Shared inbox routing consolidated

Replies from the shared inbox stay as drafts until a person says send.

From the log: Migrated inbound message handling to single agent with draft-only posture for outbound replies.

Drafted for review
JB wrote it, and a person reviewed it before it went anywhere.

Customer messages · August 17, 2026

The latest 25

Thursday, October 1, 2026

1 task
  1. Handled cross-channel conversations

    Drafted for review

    Agent responded to queries across desktop, email, and messaging platforms.

    Customer messages · Email, Signal, Telegram

Tuesday, September 29, 2026

2 tasks
  1. Flagged SMS sender registration as pre-launch gate

    Drafted for review

    Recommended starting compliance registration process for outbound messaging capability.

    Customer messages

  2. Handled ten inbound agent mailbox messages

    Drafted for review

    Triaged and routed incoming communication across multiple channels.

    Customer messages · Email, Telegram, Signal

Monday, September 28, 2026

1 task
  1. Responded across desktop and messaging channels

    Done live

    Handled eleven conversation threads spanning desktop interface, email, and encrypted messaging platforms.

    Customer messages · Email, Signal, Telegram

Tuesday, September 22, 2026

1 task
  1. Handled user requests across channels

    Done live

    Processed seventeen user interactions spanning desktop, email, and messaging platforms.

    Customer messages · Email, Signal, Telegram

Friday, September 18, 2026

1 task
  1. Extended calendar integration permissions

    Done after an OK

    Requested additional calendar access scopes to support scheduling across firm email accounts.

    Customer messages · Email, Calendar

Thursday, September 17, 2026

2 tasks
  1. Registered agent mail address validation refined

    Done after an OK

    System allows staff to override postal service suite number restrictions for certain addresses.

    Customer messages · Documents

  2. Birthday card automation deployed

    Done live

    Configured automated birthday card printing and mailing ten days before each occurrence.

    Customer messages · Documents, Email

Wednesday, September 16, 2026

1 task
  1. Handled 14 conversation threads across channels

    Drafted for review

    Agent responded to messages across desktop app, email, and encrypted messaging platforms.

    Customer messages · Email, Telegram, Signal

Thursday, September 10, 2026

1 task
  1. Handled routine messaging across channels

    Done live

    Agent responded to inquiries via desktop, email, and secure messaging apps.

    Customer messages · Email, Telegram, Signal

Wednesday, September 9, 2026

1 task
  1. Sent notification emails for published content

    Done live

    Notified recipients when new articles went live on firm websites.

    Customer messages · Email

Tuesday, September 8, 2026

1 task
  1. Agent handled 13 conversation threads

    Drafted for review

    Responded across desktop, email, and messaging channels with context-aware replies.

    Customer messages · Email, Signal, Telegram

Thursday, September 3, 2026

1 task
  1. Handled multi-channel conversations across platforms

    Done live

    Responded to messages via desktop interface, secure messaging apps, and bot channels.

    Customer messages · Telegram, Signal

Friday, August 28, 2026

3 tasks
  1. Released three held outbound letters

    Done after an OK

    Manually confirmed and sent letters that had been prepared but held due to address validation requirements.

    Customer messages · Documents

  2. Updated stage letter auto-send flag

    Done after an OK

    Changed environment configuration to enable automatic sending of a previously gated letter type after confirming the system was ready.

    Customer messages · Documents

  3. Audited welcome letter auto-send configuration

    Looked only

    Confirmed one letter type was sending automatically while another required a configuration flag change to enable auto-send.

    Customer messages · Documents

Thursday, August 27, 2026

4 tasks
  1. Validated address verification against external service

    Looked only

    Tested all failed addresses through live address validation service to confirm they were genuinely undeliverable, not formatting errors.

    Customer messages · Documents

  2. Mailed three held stage letters

    Done after an OK

    Released three prepared letters to external mailing service after confirming addresses were valid.

    Customer messages · Documents

  3. Enabled stage letter auto-send via config flag

    Done live

    Flipped environment variable to enable automatic mailing of stage letters after confirming welcome letters were already working.

    Customer messages · Documents

  4. Audited PostGrid welcome and stage letter auto-send

    Looked only

    Reviewed configuration for two automated letter workflows and identified one misconfigured flag preventing auto-send.

    Customer messages · Documents

Monday, August 24, 2026

1 task
  1. Automated mail handoff tightened

    Done live

    Improved mail routing and receipt logic to prevent duplicate handling across workflows.

    Customer messages · Email

Thursday, August 20, 2026

1 task
  1. Mail handoff duplicate handling prevented

    Done live

    Tightened automated mail receipt logic to avoid processing the same message twice.

    Customer messages · Email

Monday, August 17, 2026

3 tasks
  1. Document review digest delivery restored

    Looked only

    A type coercion issue in date arithmetic caused the review digest job to fail silently; repaired the query and delivery resumed.

    Customer messages · Email

  2. Inbox cleared for end of week

    Drafted for review

    Completed review and sent pending draft messages to reach inbox zero.

    Customer messages · Email

  3. Shared inbox routing consolidated

    Drafted for review

    Migrated inbound message handling to single agent with draft-only posture for outbound replies.

    Customer messages · Email

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