What Can You Do With This Automation?
Put a tireless SDR teammate to work that researches, writes, and follows up on its own inside your pipeline:
Prospect Research: Pull company and contact intelligence so every message references a real, specific hook.
Personalized Drafts: Write outreach tailored to each prospect's role, industry, and pain point, not a generic blast.
Smart Follow-Ups: Run multi-touch sequences that keep nudging until a prospect replies or opts out.
Pipeline Memory: Track every touch, reply, and stage in your workspace so nothing slips and no one gets double-emailed.
Use Cases For Sales Outreach Agent
Warm up a fresh lead list with researched, personalized first emails at scale.
Re-engage stale opportunities with context-aware follow-up sequences.
Qualify inbound leads against your ICP and book the strong fits onto a rep's calendar.
Log every interaction and next step to a CRM-style project board automatically.
How To Use This Automation
Go to the "Automations" tab in your workspace.
Click ➕Add automation ➡ choose a template or start from scratch.
Click "➕Add Trigger" and define the conditions.
Click "➕Add Action" and define the conditions.
Enable the toggle in the top-right corner to activate the automation.