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Updated rule "Do you CC the client whenever possible?" as per request#12523

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Copilot wants to merge 2 commits intomainfrom
copilot/improve-email-reply-rule
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Updated rule "Do you CC the client whenever possible?" as per request#12523
Copilot wants to merge 2 commits intomainfrom
copilot/improve-email-reply-rule

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Copilot AI commented Apr 21, 2026

  1. What triggered this change? (PBI link, Email Subject, conversation + reason, etc)

Issue #12330 — The rule was intro-only with no practical guidance for when clients should/shouldn't be CC'd.

  1. What was changed?

Fleshed out cc-the-client-whenever-possible with:

  • When to CC the client — short bookings (≤1 week), scope discussions, escalations, introductions
  • When NOT to CC the client — long bookings (>1 week), internal technical/HR discussions
  • Why long bookings are different — rationale subsection
  • Email examples — good example (3-day booking with client CC'd), bad example (4-week booking with unnecessary CC), good example (same without CC)
  • Related rules — added cc-and-reply-to-all and email-add-or-remove-someone-from-conversation to frontmatter
  1. I paired or mob programmed with:

N/A

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🔍 Preview PR Changes

View updated pages in edit mode:

Branch: copilot/improve-email-reply-rule

@tiagov8 tiagov8 requested review from adamcogan and suiyangqiu April 21, 2026 17:53
@tiagov8 tiagov8 marked this pull request as ready for review April 21, 2026 17:53
@github-actions github-actions Bot added Age: 🥚 - New About 2 hours old Age: 🐣 - Young About 4 hours old and removed Age: 🥚 - New About 2 hours old labels Apr 21, 2026
@tiagov8 tiagov8 changed the title Flesh out rule: "Do you CC the client whenever possible?" Updated rule "Do you CC the client whenever possible?" as per request Apr 21, 2026
@tiagov8 tiagov8 enabled auto-merge (squash) April 21, 2026 21:36
@github-actions github-actions Bot added Age: 🐥 - Adolescent About 8 hours old and removed Age: 🐣 - Young About 4 hours old labels Apr 21, 2026
@suiyangqiu suiyangqiu disabled auto-merge April 22, 2026 00:28
@github-actions github-actions Bot added Age: 🐤 - Mature About 16 hours old and removed Age: 🐥 - Adolescent About 8 hours old labels Apr 22, 2026
@suiyangqiu
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As per my conversation w/ @tiagov8, I will be taking over filling out this rule, and I will first check with the sales team to understand our own internal practices before updating the rule itself.

@github-actions github-actions Bot added Age: 🐓 - Old About 32 hours old Age: 🍗 - Ancient About 64 hours old and removed Age: 🐤 - Mature About 16 hours old Age: 🐓 - Old About 32 hours old labels Apr 22, 2026
@suiyangqiu suiyangqiu assigned suiyangqiu and unassigned tiagov8 and Copilot Apr 24, 2026
@suiyangqiu
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This is currently blocked due to people attending NDC Sydney, I will be picking this up when I can get confirmation on the exact rules that we want to include.

@github-actions github-actions Bot added Age: 🦖 - Extinct About 128 hours old and removed Age: 🍗 - Ancient About 64 hours old labels Apr 24, 2026
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3 participants