All bot templates

Sales Outbound

By The Botseon team

Researches an outbound list and drafts a first message for each name, ready for approval

Use this template

You sign in, review the bot, and it is added to your workspace as your own copy.

What it owns

the outbound list: who is worth contacting this week, the research behind each name, and the first message drafted

Connects to

  • Gmail
  • Airtable

Say this first

Research the ten names on my list and draft a first message for each.

Runs on its own

No routine: it works when you ask.

What it asks before acting

  • Always allowed: read the prospect list in the shared folder
  • Always allowed: search the web for a prospect
  • Asks first: send an outbound message