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milestone_approval_request_email

Request client approval for a completed milestone, concept, or phase to prevent scope disputes. Choose from three routes: milestone completion, design concepts, or staged delivery.

Instructions

Write the email asking a client to review and formally approve a completed milestone, concept, or phase before work continues. For when you need a clear go-ahead — not just a 'looks good' in a message thread — to protect against scope disputes and mid-project reversals. Three routes: milestone_complete (default — a defined project milestone or phase is done; you're requesting sign-off before proceeding to the next stage; tone is confident and forward-looking, frames approval as the natural next step), design_concepts (presenting early-stage creative work — wireframes, mockups, logo concepts, visual designs — for client approval before you move into build or refinement; sets expectations that this is a decision gate, not a preview), staged_delivery (you're delivering a discrete unit of work in a multi-phase project and need the client to accept it before phase two or three begins; useful for retainer work, development sprints, or content batches). Distinct from deliverables_sign_off_email (final project handover, not a mid-project checkpoint), brief_confirmation_email (confirms scope before work starts, not approval during), and project_status_update_email (an FYI update, not a decision gate). Does not count against your monthly draft limit. Required: client_name, milestone_description (what you're asking them to approve — e.g. 'the homepage wireframes', 'Phase 1: the discovery and strategy document', 'Sprint 1 deliverables: user auth and dashboard'). Optional: project_name, next_phase (what starts after approval — e.g. 'full visual design', 'development build', 'Phase 2: content migration'), deadline (when you need a decision by — e.g. 'by Friday', 'end of this week', 'before we lose our build slot'), route ('milestone_complete' | 'design_concepts' | 'staged_delivery' — default milestone_complete), your_name.

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
client_nameYesClient first name
milestone_descriptionYesWhat you're asking them to approve — e.g. 'the homepage wireframes', 'Phase 1: discovery and strategy document', 'Sprint 1: user auth and dashboard'. Required.
project_nameNoOptional: name of the project — e.g. 'the Westbrook website', 'your brand identity', 'the app build'.
next_phaseNoOptional: what starts once approval is given — e.g. 'the full visual design stage', 'development', 'Phase 2: content migration'. Makes the stakes of the decision clear.
deadlineNoOptional: when you need a decision by — e.g. 'by Friday', 'before the end of the week', 'in the next couple of days'. Adds urgency without being pushy.
routeNomilestone_complete (default) — phase done, requesting sign-off before next stage; design_concepts — early creative work for approval before build; staged_delivery — discrete unit in a multi-phase project.
your_nameNoOptional: your name for the sign-off
Behavior4/5

Does the description disclose side effects, auth requirements, rate limits, or destructive behavior?

No annotations are provided, so the description carries the full burden. It discloses that the tool does not count against monthly draft limits, describes three routes with appropriate tones, and lists required/optional parameters. However, it does not specify whether the tool sends the email or only drafts it, nor does it mention any side effects beyond draft creation.

Agents need to know what a tool does to the world before calling it. Descriptions should go beyond structured annotations to explain consequences.

Conciseness4/5

Is the description appropriately sized, front-loaded, and free of redundancy?

The description is well-structured and front-loaded with the core purpose, then routes, sibling differentiation, and parameters. However, it is somewhat verbose; bullet points for routes and parameters could improve scannability without losing information.

Shorter descriptions cost fewer tokens and are easier for agents to parse. Every sentence should earn its place.

Completeness3/5

Given the tool's complexity, does the description cover enough for an agent to succeed on first attempt?

The description covers input thoroughly but omits information about the output. Since there is no output schema, the description should explain what the generated email looks like (e.g., subject line, body structure). Additionally, it does not mention any required prerequisites or permissions needed to use the tool.

Complex tools with many parameters or behaviors need more documentation. Simple tools need less. This dimension scales expectations accordingly.

Parameters5/5

Does the description clarify parameter syntax, constraints, interactions, or defaults beyond what the schema provides?

Schema coverage is 100%, so baseline is 3, but the description adds significant value by explaining each parameter's role, providing examples, and detailing the route enum values with usage context. This exceeds what the schema alone provides.

Input schemas describe structure but not intent. Descriptions should explain non-obvious parameter relationships and valid value ranges.

Purpose5/5

Does the description clearly state what the tool does and how it differs from similar tools?

The description clearly states the tool's purpose: writing an email to request client approval for a milestone, concept, or phase. It distinguishes three specific routes (milestone_complete, design_concepts, staged_delivery) and contrasts with sibling tools like deliverables_sign_off_email, brief_confirmation_email, and project_status_update_email.

Agents choose between tools based on descriptions. A clear purpose with a specific verb and resource helps agents select the right tool.

Usage Guidelines5/5

Does the description explain when to use this tool, when not to, or what alternatives exist?

The description explicitly states when to use the tool ('for when you need a clear go-ahead... to protect against scope disputes') and provides detailed scenarios for each route. It also clarifies what the tool is not for by listing distinct sibling tools and their purposes.

Agents often have multiple tools that could apply. Explicit usage guidance like "use X instead of Y when Z" prevents misuse.

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