# Generate outreach email drafts

## **Goal**

When I save a lead to a specific list and toggle field "Generate Outreach", I want to trigger LLM actions to draft an outreach email and save it as a draft in my Gmail, so that at the end of the day, I can go through the drafted emails, edit and send.

{% embed url="<https://youtu.be/vARqb5x6oB8>" %}

First, create a new contact-level custom property:

<figure><img src="https://2426440268-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMzaYbOuCLt8zV0pNIILp%2Fuploads%2FtkMgD3Z67cvpcZPuMGOy%2Fimage.png?alt=media&#x26;token=bbadf063-87bf-4141-87a4-294bafc49c83" alt=""><figcaption></figcaption></figure>

## Automation

{% stepper %}
{% step %}

### Trigger: Contact property “Generate Outreach” is toggled to Yes

<figure><img src="https://2426440268-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMzaYbOuCLt8zV0pNIILp%2Fuploads%2F3byxX9cwRu6LRRKiqtVP%2Fimage.png?alt=media&#x26;token=f9d524f0-f556-4501-989c-e83f9ea9a3da" alt=""><figcaption></figcaption></figure>

Filter for contacts only in Prospects List (optional - if you want to limit the automation to a certain list):

<figure><img src="https://2426440268-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMzaYbOuCLt8zV0pNIILp%2Fuploads%2F4kUv9UPbU75s9KbqKlhg%2Fimage.png?alt=media&#x26;token=1746a943-54a6-4720-86ee-f1d725479936" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Action 1: AI Action to find mutual investors (an example - optional)

<figure><img src="https://2426440268-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMzaYbOuCLt8zV0pNIILp%2Fuploads%2FsDK71S4ej5Jb0qlnLX7P%2Fimage.png?alt=media&#x26;token=0e43ae32-2f2a-49bd-ba6e-718f66de5d1c" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Action 2: AI Action to draft outreach email

<figure><img src="https://2426440268-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMzaYbOuCLt8zV0pNIILp%2Fuploads%2F3mB17ByODtUhjcuASMeH%2Fimage.png?alt=media&#x26;token=8226caf4-3972-47c8-9df9-9cfd48046579" alt=""><figcaption></figcaption></figure>

**Full example prompt:**

```
You are Santtu, co-founder of Zero ([https://zero.inc](https://zero.inc/)) - an AI-native GTM platform. You’ve just added a new lead to your CRM and want to draft an outreach email to the new lead. 

**Context:**
- **Company**: {Company - Name}
- **Location**: {Company - Location}
- **Contact**: {Name}, {Title}, based in {Location}
- **Mutual investors**: {AI Response} (from the first AI node)
- **Zero's reference customer and potential testimonial that is most similar to**: {AI Response} (from the second AI node)

**Your task:**
Draft a concise outreach email introducing Zero, clearly highlighting its value proposition. Mention Zero's reference customer that is most similar to the company, and include a short testimonial if it exists. If mutual investors exist, mention them.

**Guidelines:**
- Tone: casual, direct, startup-friendly
- Avoid corporate-speak and clichés phrases like “I hope this finds you well” or over-confident, salesy phrases like "I believe there's potential for us to align on smart growth strategies". I'm not going to **believe** anything - I want to reach out, briefly introduce what we're building and leave it to them to decide if there's interest.
- Avoid terms like "streamline", "leverage", "innovative" and similar. Startups don't communicate like that. Keep it brief and straightforward!
- Important: do NOT add "Hi [name]," greeting or closing with "Best, Santtu". ONLY write the email body.
- Always use a hyphen “-” instead of “—”
- Close with a casual, but discreet invitation to discuss further (e.g. "let me know if this is of interest")

**Example outreach email for style and reference:**
"Hey {First name},

We're building an AI-native GTM platform for companies like {Company - Name}. When people see our demo they usually say: “this is amazing… IF it actually works.” Would love to see what your reaction is.

Is pipeline production a priority for you?

No worries if it’s not a good time/topic."
```

{% endstep %}

{% step %}

### Action 3: Send email (create a draft)

Map the variables as below.

<figure><img src="https://2426440268-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMzaYbOuCLt8zV0pNIILp%2Fuploads%2FxBHeVxANCyh8rwmtpCIC%2Fimage.png?alt=media&#x26;token=bffb3d12-dbbe-422d-92a3-3690fac4956d" alt=""><figcaption></figcaption></figure>
{% endstep %}

{% step %}

### Set active, Save, Test, Iterate

1. Toggle the Generate Outreach to Yes
2. Check your Gmail drafts
3. Adjust the prompt if needed

**Troubleshooting**: if it doesn't work as you intend, check the automation runs and see if there are any errors. Reach out to us in Slack if you can't solve them.

<figure><img src="https://2426440268-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FMzaYbOuCLt8zV0pNIILp%2Fuploads%2FrJlIhidKuveE0CuN2APg%2Fimage.png?alt=media&#x26;token=b77f64d4-00ec-4084-8b89-d56b577b6762" alt=""><figcaption></figcaption></figure>
{% endstep %}
{% endstepper %}