Knap Store
    Review Email Draft

    Review Email Draft

    Ensure email drafts meet regulatory requirements before sending with automated compliance review.

    Included with Knapsack Pro
    Built by
    Knapsack Logo Mark
    Knapsack
    Ratings
    123
    12
    Data Sources
    • Icon of a gmail
      gmail
    • Icon of a calendar
      calendar
    • Icon of a drive
      drive
    • Icon of a web
      web
    • Icon of a slack
      slack
    • Icon of a local_files
      local_files
    • Icon of a one_drive
      one_drive
    • Icon of a windows
      windows
    CATEGORIES
    • Financial Advisory
    • Compliance
    Share
    Estimated 35 mins Saved
    Runs on Apple Silicon
    Runs on demand
    8GB Memory Needed

    Summary:

    Ensure email drafts meet regulatory requirements before sending with automated compliance review.

    Why Use This:

    Managing compliance in client communications is critical but can significantly slow down your response time and create anxiety about potential violations. This Knap automates the compliance review process for your email drafts, catching potential issues before they become problems. It's particularly valuable for advisors who communicate frequently with clients about market conditions and investment opportunities. The automation helps you maintain natural, personal communication while ensuring every message meets regulatory requirements. Most importantly, it gives you confidence that your client communications are both engaging and compliant.

    Features:

    • Screens for compliance issues:
      • Prohibited language
      • Required disclosures
      • Performance claims
      • Forward-looking statements
    • Reviews technical elements:
      • Attachment handling
      • Link validation
      • Disclosure placement
      • Format consistency
    • Provides rapid feedback:
      • Violation alerts
      • Suggested corrections
      • Compliance notes
      • Approval status

    Sample Output:

    review email draft sample output

    Illustration of man hiking through valley
    Automate your day to day

    Download our app

    Start free today.