Draft personalized LinkedIn email and WhatsApp outreach with AI

AI reads your lead list and drafts personalized LinkedIn, email, and WhatsApp messages for you to review before sending.

How the work actually flows

It branches. Every path runs; all paths must finish before it continues; runs once per each prospect in the lead list; a person has to approve before it continues.

Pattern: Parallel Split (2) · Synchronisation (3) · Multiple Instances without a priori Run-Time Knowledge (15)

flowchart TD trig(("you start outreach drafting")):::human s0[["read lead list in batches"]]:::mi s1["ai reviews prospect details"]:::task s2[("write drafts to spreadsheet")]:::store s3(("you approve the batch")):::human trig --> s0 s0 --> s1 hg(("you review and approve")):::human s2 --> hg hg -->|"approved"| s3 hg -. "sent back" .-> s2 gx{"+ which channel to draft"}:::gate s1 --> gx p00["draft connection request"]:::task gx -->|"linkedin"| p00 p10["draft personalized email"]:::task gx -->|"email"| p10 p20["draft whatsapp message"]:::task gx -->|"whatsapp"| p20 jn{"+ combine drafts"}:::gate p00 --> jn p10 --> jn p20 --> jn jn --> s2 out[/"ready to send outreach drafts"/]:::out pay{{"personalized outreach without manual writing"}}:::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
A stepRuns once per itemA personA record or sheetEvery pathWaits for allResultPayoff
Build size
Advanced

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

Business functions
AI Agents & Autonomous SystemsLead Generation & ProspectingEmail AutomationMessaging & NotificationsSpreadsheet & Database Ops
Connects
Google SheetsOpenAIGmailTelegram

The problem it solves

You know personalized outreach converts better than generic templates, but writing a custom message for every single prospect eats your whole day. Most teams end up sending the same copy-paste pitch to everyone instead.

Who it fits

Sales teams and agencies doing multi-channel prospecting who want personalized messages without the manual writing.

How it works

  1. The system reads your lead list from Google Sheets in small batches
  2. AI reviews each prospect's role, company, and industry
  3. It drafts a LinkedIn connection request, an email, and a WhatsApp message for each one
  4. The drafts are written back to your spreadsheet for you to review
  5. You approve the batch before anything gets sent
What you get

Outreach messages drafted for you to send

Your lead list comes back with a personalized LinkedIn message, email, and WhatsApp message drafted for each prospect, ready for your review.

What you get

A spreadsheet full of ready-to-send, personalized outreach messages for every prospect.

What you need

A Google Sheets file, an OpenAI API key, and accounts for whichever channels you use to send.

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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