Research new leads and draft personalized outreach emails for review

Researches each new lead's company, drafts a personalized outreach email, and waits for your approval before sending.

How the work actually flows

A straight line. A person has to approve before it continues.

Pattern: Sequence (1)

flowchart TD trig>"new lead submits form"]:::trig s0["verify email and scrape company site"]:::task s1["summarize company and score against icp"]:::task s2["draft personalized outreach email"]:::task s3["send approved email to lead"]:::task trig --> s0 s0 --> s1 s1 --> s2 hg(("sales rep approves draft")):::human s2 --> hg hg -->|"approved"| s3 hg -. "sent back" .-> s2 out[/"approved personalized email sent"/]:::out pay{{"fast response without losing quality control"}}:::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 stepA personResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsEmail AutomationWeb Scraping & Data Collection
Connects
TypeformOpenAIFirecrawlGmailGoogle DocsgotoHuman

The problem it solves

New leads come in through your website, but by the time someone gets around to researching the company and writing a thoughtful first email, the moment has passed. Generic, delayed outreach loses leads that could have become paying customers. You want a fast, personal response without sending something you haven't reviewed.

Who it fits

Sales teams and small business owners who want to respond to new leads quickly without sending unreviewed AI content.

How it works

  1. A new lead fills out your form with their email and company name
  2. The system checks that it's a real company email and scrapes their website
  3. AI summarizes the company and analyzes the lead against your ideal customer profile
  4. AI drafts a personalized outreach email for you to review and edit
  5. Once you approve it, the email is sent from your account
What you get

Personalized outreach ready the moment a lead arrives

You get a researched summary of every new lead's company along with a personalized outreach email drafted and waiting for your approval.

What you get

A reviewed, personalized outreach email sent to the new lead.

What you need

A Typeform account, an OpenAI API key, a Firecrawl account, a Gmail account, Google Docs, and a gotoHuman account for approvals.

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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