When you ask Coworker to take action on your behalf — sending an email, updating a Salesforce record, creating a Jira ticket, scheduling a meeting — it doesn't act immediately. Instead, it prepares a Draft Action: a preview card showing you exactly what it intends to do, giving you the chance to review, edit, or dismiss the action before anything happens.
Draft Actions apply to both Work chat and Agent executions.
What is a Draft Action?
A Draft Action is a structured preview card that appears whenever Coworker prepares a write operation — anything that would create, update, or send something in a connected tool. The card shows you:
Which integration is involved (Gmail, Salesforce, Jira, Slack, Notion, etc.)
A plain-language summary of what will happen
All relevant fields — recipient, subject, record being updated, ticket details, and so on
Action buttons: Execute, Edit, and Dismiss
Nothing is sent or saved until you click Execute. You can edit any field inline before confirming, or dismiss the action entirely if it's not what you wanted.
How Draft Actions work
You send a message asking Coworker to take an action (e.g., "Update the Acme deal stage to Qualified in Salesforce").
Coworker prepares the action and displays a Draft Action card in the chat.
Review the card — check the fields, make any edits needed.
Click Execute to confirm, or Dismiss to cancel.
When a chat produces multiple actions, an Action Log tracks each one with its status: Pending, Executing, Done, or Dismissed. A Execute All option appears when two or more actions are pending at once.
Configuring Draft Action preferences per data source
Different write operations carry different levels of risk. Coworker lets you set a preference per integration so the review step matches how much control you want.
Mode | Behavior |
Always Review (Ask me first) | A Draft Action card always appears. You must click Execute before anything happens. |
Always Execute (Just do it) | No card shown. The action runs immediately and appears in your Action Log afterward. |
The first time Coworker triggers an action for a given integration, it will prompt you to choose your preference before the Execute button becomes active. Your choice is saved per integration.
Managing your preferences
You can view and change your Draft Action preferences at any time by going to Account Settings → Draft Action Preferences. Each connected integration shows its current mode, and you can toggle between Always Review and Always Execute at any time.
Supported integrations
Draft Actions are supported across a wide range of write operations, including:
Gmail — draft and send emails
Google Calendar — create, update, and delete meetings
Google Drive — create and edit Google Docs, Sheets, and Slides
Salesforce — create and update contacts, accounts, opportunities, and leads
HubSpot — create and update CRM records
Asana — create and update projects or tasks
Jira — create tickets, add comments, update fields, change statuses
Slack — send messages to channels or individuals
Notion — create and update pages and databases
Confluence — create and update pages, add comments