Human-in-the-loop protocol

Human-reviewed
CRM AI

AI-assisted sales follow-up that stops at review. We process the noise from Gmail metadata, Calendar context, and CRM work. You provide the clearance.

Sign inRead privacy policy

Status monitor

Live review loop

Suggestions wait for people. Manual only.

01 / STAGEPending review

Email analysis suggestion

Metadata/snippet only

SYNC_PACKET_091
02 / STAGEReady for action

Accepted calendar follow-up

No CRM action yet

PROPOSAL_READY
03 / STAGECompleted

Gmail draft created by human click

Email not sent

USER_COMMITTED
  • /No email is sent automatically.
  • /No Gmail draft is created automatically.
  • /No CRM record is created automatically from AI analysis.
  • /Human review is required before applying AI suggestions.

A workflow that keeps every AI output accountable.

The workspace moves synced context through clear stages: sync, suggest, review, and explicit action. Nothing jumps straight from AI output to production CRM data.

  1. Sync

    Gmail and Calendar metadata enter the review workspace.

  2. Suggest

    AI drafts structured recommendations from safe context.

  3. Review

    A human accepts, edits, rejects, or applies the suggestion.

  4. Act

    CRM updates or Gmail drafts happen only after explicit clicks.

01Sync
02Suggest
03Review
04Act

What you get

CRM that asks before it acts.

CRM workflow

Organize companies, contacts, opportunities, tasks, notes, and follow-up activity in one workspace.

Synced Google context

Review synced Gmail metadata/snippets and Google Calendar metadata after a user explicitly connects.

Human-reviewed AI

Generate review-only AI suggestions for next steps, email analysis, reply drafts, and calendar follow-up.

Google data use disclosure

Google access is user-controlled. SalesFlows AI uses connected Google accounts only after a user explicitly connects Google and starts sync or draft actions.

  • [+]

    Gmail metadata such as sender, subject, dates, thread/message IDs, labels, and short snippets.

  • [+]

    Google Calendar metadata such as event title, dates/times, organizer, attendees, location, and event links.

  • [+]

    Connected account metadata and encrypted OAuth token state needed to run user-controlled sync actions.

Privacy PolicyTerms of Service