Automated Sales Research & Email Outreach
Faster, Smarter, Friendlier
Generate real sales leads, draft personalized emails, and (optionally) send them — without the busywork.
How the workflow works — from research to ready-to-send emails. Click to view larger.
This workflow automates the boring parts of outreach: it finds potential leads, writes personalized HTML emails for each contact, and can send them via Gmail — all in a simple, step-by-step process. You don't need to be technical; the system does the heavy lifting so you can focus on conversations that matter.
Watch the Process
See how our automated sales workflow processes leads in real-time with smooth transitions between each step.
Lead Discovery
AI identifies and qualifies potential leads
Email Personalization
Generates tailored outreach messages
Automated Sending
Delivers emails at optimal times
Performance Tracking
Monitors engagement and responses
How It Works — Step by Step
Each component has a specific job, working together like a well-coordinated sales team.
Researcher (Jina AI)
Lead finder
Searches and finds potential leads online based on your criteria.
Example: Looking for marketing managers in mid-size SaaS companies in the US — it pulls a list of relevant companies and contacts.
Lead Enricher
Data gatherer
Fills in contact details and notes about each lead so you have context.
Example: Adds company size, role, and a short line about why they might care.
Email Writer (OpenAI)
Personalization engine
Creates friendly, personalized emails for each contact using what we learned about them.
Example: Writes a short intro mentioning a recent blog they posted and a tailored value line.
HTML Formatter
Email template designer
Converts the message into a polished, mobile-friendly HTML email so it looks professional.
Example: Adds buttons, headings, and your logo so it's ready for Gmail.
Gmail Sender
Automation engine
Optionally sends the emails automatically or lets you review and send manually.
Example: Send 20 test emails to yourself first, then schedule a controlled batch.
Reporting
Simple analytics
Shows basic results — opens, replies, and which templates work best.
Example: See which subject lines get the most opens.
How This Helps You
Save hours of manual research
No more copying contacts into spreadsheets
Personalization at scale
Each email sounds human and relevant
Better results
Professional emails get more opens and replies
Lower risk
Preview and sandbox sends before any real outreach
We Can Deliver Your Work Like That
We'll build a step-by-step system that finds the right leads, writes tailored HTML emails, and gives you a safe place to preview and test before sending.
We can connect to your Gmail (or run a sandbox first) and customize tone and templates for your brand.
Train the system on your best-performing messages so every email sounds like you.
Get complete control: preview every email, set rate limits, and start with small test batches.
Imagine a system that finds the right people, writes warm, personal emails for each of them, and lets you preview everything before sending. Try the sandbox demo to see a live example — no tech skills required.
How We Deliver
A simple, straightforward process to get your automation running
Chat & plan
20–30 minute call to understand your target audience and goals.
Demo build
We create a small working demo using sample or your opt-in data (2–5 days typical).
Test & launch
You try the sandbox, we tweak, and then we connect to your Gmail for controlled sending.
Common Questions
Do I need to be technical?
No — we handle setup and explain everything simply.
Will it spam people?
No — we recommend small, permissioned sends and include safeguards like test sends and rate limits.
Is my data safe?
Yes — we use secure methods and can discuss storage and privacy options.
Can I review every email?
Yes — you can choose fully automatic sending or manual review before any send.
Ready to See It in Action?
We can deliver your work like that — tailored, secure, and practical.
Technical note: This demo was built as a workflow using multi-agent automation tools — available on request.
Data privacy disclaimer: This is an illustrative demo. The demo uses sample data unless the user opts into a live demo. All email handling follows standard best practices.