Research new leads and draft personalized emails automatically

When a new lead lands in your CRM, AI researches the company and writes a ready-to-send email draft.

How the work actually flows

It branches. Every path runs.

Pattern: Parallel Split (2)

flowchart TD trig[\"new lead added to crm"\]:::trigdata s0["AI researches company profile"]:::svc s1["identify pain points and opportunities"]:::task trig --> s0 s0 --> s1 gx{"+ what to produce next"}:::gate s1 --> gx p00["save personalized email in gmail"]:::task gx -->|"draft outreach email"| p00 p10["log research and recommendations"]:::task gx -->|"update crm record"| p10 p00 --> out p10 --> out out[/"researched profile and email draft ready"/]:::out pay{{"faster personalized outreach per lead"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepAn outside serviceEvery pathResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsLead Generation & ProspectingEmail AutomationResearch & Market IntelligenceAPI & Webhook Integration
Connects
Monday.comOpenAIExploriumGmail

The problem it solves

Every new lead means digging through websites and LinkedIn to figure out who the company is and what they care about before you can write a decent first email. That research eats up time you should be spending on calls, and generic outreach rarely gets a reply.

Who it fits

A B2B sales or business development team managing inbound leads in a CRM.

How it works

  1. A new lead is added to your CRM board
  2. AI researches the company's business, priorities, and pain points
  3. AI identifies automation opportunities relevant to that company
  4. A personalized outreach email is drafted and saved in Gmail for review
  5. The CRM record is updated with the research and recommendations
What you get

Research-backed drafts waiting in your inbox

Every new lead gets researched automatically, with a personalized outreach email drafted and waiting in Gmail for you to send.

What you get

A researched company profile, a saved Gmail draft, and an updated CRM record for each lead.

What you need

A Monday.com account, an OpenAI API key, an Explorium account, and a Gmail account.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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