All templates

Sales

AI sales research employee

Researches a target company, finds relevant context, drafts personalized outreach, and waits for approval before anything is sent.

Founders and small sales teams doing account research by hand.

Goal

Qualify and personalize outreach so humans send fewer generic emails and book more conversations.

Accounts researched: 20 accounts · Outreach drafts: 20 drafts
Manual until you turn on a schedule

Skills

Web searchWeb page extractGenerate documentGmail draftGmail sendHuman approval

Before you hire

Waits for your approval before

  • · Gmail send

You connect

  • · One model key from any provider
  • · Google account

It can only use the skills listed here. Keys are encrypted, and every step is logged. How we keep it safe

What a run produces

  • · A short brief on the company
  • · A personalized email draft
  • · A LinkedIn note draft
  • · An approval stop before anything is sent

Does it send the outreach?

Only if you approve a payload that says send, and only through Gmail. The default is a draft. It does not message people on LinkedIn.

What do I give it?

A company name or URL, plus your offer in Memory so the draft sounds like you.

Use this employee

You review every setting before it runs.

Other employees

Support

Customer Support Employee

Classify the ticket, draft the answer, escalate what you should not send.

Marketing

Marketing Employee

Research, write, design, and send posts for approval every weekday.

Recruiting

Recruiting Employee

Score candidates against the job and produce a shortlist.