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Refining and versions

Change a generated email or post by describing what you want, undo anything, and see exactly which version was approved.

Marketingabout 3 min
By the end you'll be able to
  • Edit a draft by describing the change instead of hand-editing blocks
  • Undo any change, and know which version was approved
  • Tell restyling, refining and regenerating apart

Walk through it

0 of 5 steps done0%
  1. Open a draft email or LinkedIn post and type what you want different in the Refine box. Only what you ask for changes — the rest of the piece is left exactly as it was.

Good to know
  • Approval is pinned to a version. Change a piece after it was approved and the approval clears, so it has to be read again before it can go out.
  • Refining is not regeneration. It patches the piece you have; regenerating would throw the copy away and write something new.
  • Sent emails and published posts cannot be refined — the version history is then a record of what went out.
  • Asking for an image change generates or edits a real picture, which takes a few seconds longer than a wording change.

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