Draft personalized outreach for leads
Research each lead's company, draft a tailored pitch grounded in your product knowledge, write it back to the lead record, and send when enabled.

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Running on a set time schedule (e.g. once daily), the agent works through a lead list in [lead management system/CRM] and picks up each contact that has not yet been emailed, runs live web research on their company using [web research tool], and pulls product positioning and proof points from uploaded knowledge files to draft a tailored subject and message guided by the rep's pitch direction. It writes the draft back to the lead record in [lead management system/CRM], sends it through [email sending tool, e.g. Gmail, Outlook, SendGrid] and marks the lead in [lead management system/CRM] when sending is enabled, and skips any lead missing an email, company, or website with a clear note in [lead management system/CRM] explaining why. Each scheduled run should only process leads not yet marked as sent, so newly added leads are handled automatically on the next run.
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Problem
Sales reps manually research each lead's company, dig through positioning and proof points, and write a tailored email one prospect at a time. This is slow, inconsistent across reps, and forces a tradeoff between personalization and the volume needed to keep the pipeline full.
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Solution
On a set schedule (e.g. daily), the agent works through a lead list and picks up each contact that has not yet been emailed, runs live web research on their company, and pulls product positioning and proof points from uploaded knowledge files to draft a tailored subject and message guided by the rep's pitch direction. It writes the draft back to the lead record, sends through email and marks the lead when sending is enabled, and skips any lead missing an email, company, or website with a clear note explaining why. Each run only touches leads added or left unsent since the last one, so new leads are picked up automatically without anyone kicking it off.
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Impact
Every lead arrives with a researched, on message outreach email ready to review or already sent, letting reps reach more prospects without sacrificing personalization.
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Benefits
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Personalized lead research
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Grounded product pitch
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Ready to send drafts
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Clean list handling
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Solutions
Adapt at speed with visual-first automation and AI
Make drives efficiencies, solves problems, and speeds innovation by breaking down silos across your business.



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