What Can You Do With This Automation?
Scale your sales development with an AI agent that qualifies and engages prospects.
Lead Qualification: Score and prioritize incoming leads
Prospect Research: Gather company and contact intelligence
Personalized Outreach: Craft customized emails for each prospect
Follow-Up Sequences: Automated multi-touch campaigns
Meeting Booking: Schedule calls directly on rep calendars
Agent Capabilities
| Capability | Description |
|---|---|
| Lead Scoring | Evaluate fit based on ICP criteria |
| Company Research | Pull data from LinkedIn, Crunchbase, etc. |
| Email Personalization | Reference specific pain points and triggers |
| Objection Handling | Respond to common pushback intelligently |
| Calendar Integration | Book meetings without back-and-forth |
Automation Flow
| Trigger | Actions |
|---|---|
| New lead captured | AI scores and researches prospect |
| High-score lead | Craft personalized email, send outreach |
| Email opened | Schedule follow-up, track engagement |
| Reply received | AI responds or routes to human SDR |
| Meeting booked | Notify rep, create meeting prep doc |
How To Use This Automation
Go to the "Automations" tab in your workspace.
Click ➕Add automation ➡ choose this template
Define your ICP criteria
Connect email and calendar
Enable the toggle to activate