Research B2B leads and draft personalized outreach emails

Reads leads from a spreadsheet, enriches company data, and drafts a personalized email for each one.

How the work actually flows

A straight line. Runs once per one per lead in the sheet.

Pattern: Sequence (1) ยท Multiple Instances without Synchronization (12)

flowchart TD trig[\"new leads added to sheet"\]:::trigdata s0[["enrich company data"]]:::mi s1["find pain points with ai"]:::task s2["draft personalized email"]:::task s3[("update sheet with draft")]:::store trig --> s0 s0 --> s1 s1 --> s2 s2 --> s3 out[/"research backed draft per lead"/]:::out pay{{"personalized outreach without manual research"}}:::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 stepRuns once per itemA 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 Ops
Connects
SonaOpenAIGoogle SheetsGmail

The problem it solves

Researching every target account before you reach out takes real time, and most reps end up skipping it and sending generic emails instead. That hurts reply rates and makes outreach feel like a numbers game instead of a real conversation.

Who it fits

Sales teams and agencies running targeted B2B outreach who want research-backed emails without the manual grind.

How it works

  1. You add leads to a Google Sheet
  2. The automation enriches each company with industry, tech stack, and revenue data
  3. AI analyzes the data to find pain points and personalization angles
  4. It writes a personalized email and updates the sheet with a ready-to-send Gmail link
What you get

Leads reached with research-backed, personal emails

You get a personalized outreach email for each lead in your spreadsheet, backed by company research, ready to send from Gmail.

What you get

Enriched company research and a personalized draft email for each lead, tracked in Google Sheets.

What you need

A Google Sheets account, a Sona 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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