
Your Setup Checklist
Connect All Your Outreach Accounts
Build a Snippet Library for Scale
n s to create snippets for every stage of your sequences: initial outreach, first follow-up, second follow-up, breakup email, and re-engagement. Use AI variables like {{company}} and {{pain_point}} so each message feels personal at scale.Enable Open Tracking on Outreach
d o to watch the Recent Opens feed. This is your engagement signal — when a prospect opens your email three times, they are warm and ready for a call.Set Up Follow-Up Automations
Cmd+/) and create automations for each follow-up stage. Tell the agent: “If a prospect hasn’t replied in 2 days, draft a follow-up using my first-follow-up snippet.”Create Labels for Campaign Stages
Share Availability in Follow-Ups
Shift+Cmd+A while composing to insert open time slots into follow-up snippets so interested prospects can grab a time without the back-and-forth.Automations For You
Open the AI agent sidebar (Cmd+/) and set up these automations:
Sequence Follow-Up Drip
Sequence Follow-Up Drip
Engagement Alert
Engagement Alert
Timezone-Optimized Sends
Timezone-Optimized Sends
Stale Lead Scanner
Stale Lead Scanner
Auto-Label by Engagement
Auto-Label by Engagement
Workflow: Run a 50-Person Outreach Campaign in 30 Minutes
Prepare your prospect list and select a sender account
Compose with snippets and AI personalization
Cmd+N to start a new email. Insert your outreach snippet with /, then ask the AI agent: “Personalize this cold email for [name] at [company] based on their recent Series B announcement.” The AI adds a relevant opening line in seconds.Enable tracking and schedule the send
Set up sequence automations for follow-ups
Monitor engagement and act on signals
d o) and iMessage engagement alerts. Prospects with 3+ opens get a personal follow-up or a call. Prospects with zero opens after 3 days get a subject-line variant resend.Pro Tips
- Separate accounts by campaign type: Use one account for cold outreach and another for warm nurture sequences. This protects your sender reputation and keeps engagement metrics clean.
- Snippet variables save minutes per email: Build snippets with AI variables like
{{company}},{{role}}, and{{trigger_event}}. The AI fills them in contextually, so 50 emails feel individually written. - Track opens, but act on patterns: A single open means nothing. Three opens in one day means the prospect is interested. Five opens over a week with no reply means they are sharing your email internally — send a follow-up that addresses the team.
- Use the breakup email: After 3 follow-ups with no reply, send a short breakup email. It consistently generates the highest reply rate in any sequence because it creates urgency.
- Batch your outreach blocks: Process all composing in one 30-minute block, all follow-up reviews in another. Context-switching between outreach and other work kills your send velocity.
- Ask the agent for campaign reports: Before a team standup, ask “How many outreach emails did I send this week and what is the reply rate?” for an instant performance snapshot.
Sample Agent Commands
Try these in the agent sidebar (Cmd+/):
- Campaign Management
- Outreach & Sequences
- Engagement & Reporting
- “How many outreach emails did I send this week from [account]?”
- “List all prospects who opened my email but haven’t replied”
- “Which sequences have gone stale in the last 5 days?”