Personalized LinkedIn and email outreach — sequenced touches against real people and companies, drafted and sent by an agent.
Record types
The structured data this adds to your pod.
Person
A person you are reaching out to — a prospect, partner, or contact.
- Notes
Company
A company you are reaching out to.
- Website
- Industry
Outreach Campaign
A sequence of personalized touches aimed at a segment — the "why we're reaching out" and the offer.
- Channel
- Status
- Target segment
- Value proposition
- Call to action
- Start date
- Notes
Outreach Touch
A single message sent (or drafted) to one person as part of a campaign.
- Channel
- Touch type
- Status
- Sent date
- Message content
Views
- CampaignsTable
- TouchesBoard
Playbooks
Repeatable runs your agent can start for this project.
- Personalized OutreachDraft a personalized LinkedIn or email message to a target contact, send it, and log the touch.
Automations
- LinkedIn conversation ingestPull LinkedIn conversations via Unipile and record each thread as an external channel + its messages through channel.ingest (idempotent, so re-runs are safe). Cron = low-frequency…
Relationships
- Outreach campaign PersonTargets
- Outreach campaign CompanyTargets
- Outreach touch PersonSent to
- Outreach touch Outreach campaignPart of
First conversation
After install, your agent sets the project up with you. It starts here:
Stand up an outreach motion — who we're targeting, on which channel, with what offer — so the agent can start drafting and sending real touches instead of waiting for a blank campaign.
- “Who are you trying to reach — what role, at what kind of company?”
- “LinkedIn, email, or both?”
- “What's the one thing you want them to do after reading your message?”