Template

Lead Outreach Copilot

Qualify inbound leads, summarize account context, and draft personalized follow-up messages in one workflow.

starter 25 min setup free

Business outcomes

Reduce manual lead research time by 60 percent.
Improve first-response quality with structured context.
Keep CRM records updated after each run.

Connectors

slackhubspotgmail

Skills

lead qualificationemail personalizationcrm hygiene

Portable spec (JSON)

Copy this spec into your agent framework or import as a starter template.

{
  "version": "1.0.0",
  "model": "gpt-5.5",
  "instructions": "Qualify inbound leads against our ICP, gather account context from connected systems, and draft concise follow-up emails with clear next actions.",
  "tools": [
    "crm.lookup",
    "crm.update",
    "mail.draft",
    "web.search"
  ],
  "approvals": [
    "mail.send"
  ],
  "schedule": "on-demand"
}

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