Research new leads and draft personalized outreach emails

Looks up each new lead's company online and drafts a personalized intro email waiting in your Gmail drafts.

How the work actually flows

A straight line.

Pattern: Sequence (1)

flowchart TD trig>"lead submits form"]:::trig s0[("Add lead to tracking sheet")]:::store s1["Research company background"]:::task s2["Draft personalized email"]:::task s3["Save as Gmail draft"]:::svc trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"personalized draft email ready"/]:::out pay{{"faster warm outreach to leads"}}:::pay s3 --> out 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 serviceA record or sheetResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsEmail AutomationSpreadsheet & Database OpsSurvey & Feedback
Connects
Google SheetsGmailOpenAIGoogle Gemini

The problem it solves

New leads come in through your form, but by the time someone gets around to researching the company and writing a thoughtful first email, the moment has passed. Doing that research and personalizing every message by hand does not scale as leads add up.

Who it fits

Sales teams or small business owners who want every new lead to get a researched, personal first email without doing the legwork themselves.

How it works

  1. A new lead fills out your form
  2. The lead's details are added to a tracking sheet
  3. AI searches online for the company's background and location
  4. AI drafts a personalized introductory email
  5. The email is saved as a draft in Gmail, ready to send
What you get

Outreach emails personalized with real research on each lead

Every new lead gets a personalized introductory email drafted with real research about their company, waiting in your Gmail drafts.

What you get

A tracked lead record and a personalized email draft ready to send.

What you need

A Google Workspace account, a Gmail account, an OpenAI API key, and a Google Gemini API key.

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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