Qualify demo requests and send AI-personalized outreach emails

Reviews every demo request, researches the company, and sends a personalized email once you approve it.

How the work actually flows

It branches. Exactly one path is taken; a person has to approve before it continues.

Pattern: Exclusive Choice (4)

flowchart TD trig>"new demo request submitted"]:::trig s0["Check email domain type"]:::task s1["Research prospect company"]:::svc s2["AI drafts personalized email"]:::svc s3(("Review and approve email")):::human s4["Send outreach email"]:::svc trig --> s0 s1 --> s2 s3 --> s4 hg(("you approve the email")):::human s2 --> hg hg -->|"approved"| s3 hg -. "sent back" .-> s2 gx{"× personal or business email"}:::gate s0 --> gx p00["Send polite decline"]:::task gx -->|"Personal email"| p00 p10["Continue outreach process"]:::task gx -->|"Business email"| p10 p00 --> s1 p10 --> s1 out[/"personalized outreach email sent or lead declined"/]:::out pay{{"sales team saves research time"}}:::pay s4 --> 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 personOne path onlyResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsLead Generation & ProspectingEmail Automation
Connects
JotformOpenAIGmail
Featured in

The problem it solves

Every inbound demo request needs to be checked, researched, and followed up with something more personal than a generic template, but your sales team doesn't have time to do that for every lead. Meanwhile good leads go cold while you're stuck sorting them by hand.

Who it fits

A B2B SaaS company or sales team handling a steady flow of inbound demo requests.

How it works

  1. A new demo request comes in through your form
  2. Personal email addresses like Gmail or Yahoo are flagged and sent a polite decline
  3. The system visits the prospect's website and pulls business details
  4. AI reviews the fit and drafts a personalized outreach email referencing their business
  5. You review and approve the email before it's sent
What you get

Demo replies that turn into booked meetings

Every demo request gets researched and turned into a personalized outreach email ready for your review and send.

What you get

A personalized outreach email ready to send, or a polite decline for unqualified leads.

What you need

A Jotform account, an OpenAI 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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