Automate account research and personalized outreach at scale

Researches target accounts, checks if they fit your ideal customer, and sends personalized outreach automatically.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4)

flowchart TD trig>"new account enters pipeline"]:::trig s0["gather account research"]:::svc s1["check ideal customer fit"]:::task trig --> s0 s0 --> s1 gx{"× meets ideal customer profile"}:::gate s1 --> gx p00["generate and send outreach"]:::task gx -->|"fits profile"| p00 p10["discard account"]:::task gx -->|"does not fit"| p10 p00 --> out p10 --> out out[/"qualified account with outreach sent"/]:::out pay{{"outreach grounded in real time research"}}:::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 serviceOne path onlyResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsKnowledge Base & RAGLead Generation & ProspectingResearch & Market IntelligenceAPI & Webhook Integration
Connects
OctaveClaudeInstantly

The problem it solves

Account-based outreach usually means jumping between a dozen tools: one to qualify accounts, another to find contacts, another to research context, another to write emails. By the time you're writing the outreach message, you've lost the reason the account mattered in the first place.

Who it fits

Sales and marketing teams running account-based outreach who want research and messaging connected end to end.

How it works

  1. Starts when a new target account enters the pipeline
  2. Gathers real-time research on the account, like recent news, funding, or job postings
  3. Checks whether the account fits your ideal customer profile
  4. Filters out accounts that don't meet your criteria
  5. Generates and sends personalized outreach based on the research
What you get

Personalized outreach sent to accounts that actually fit

Target accounts get researched, checked against your ideal customer profile, and sent personalized outreach without your team touching a spreadsheet.

What you get

A qualified account with personalized outreach sent, backed by real research on why it matters right now.

What you need

An account research platform, an AI model API key, and an outreach email 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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