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AI Employee Template Official template Sales

Outreach AI Employee

An AI employee that drafts personalized outreach and organizes human-approved follow-ups.

Maintained by Gobii for trusted, reusable workflows.

Cadence: Contact: Email updates

One click to create. You can customize settings during setup.

What this template does

Use Outreach Agent when research is complete and a person needs tailored first-touch and follow-up drafts. It turns approved prospect or candidate context into concise messages, matches the team's voice, and maintains a review-ready outreach plan without making autonomous send decisions.

Best for

  • Sales teams preparing personalized prospecting drafts
  • Recruiters preparing candidate outreach
  • Founders running small, reviewed outreach programs
  • Teams that need consistent follow-up preparation

Example outputs

  • Personalized first-touch drafts
  • Human-reviewed follow-up sequences
  • Personalization notes tied to approved research
  • Outreach status and review queues

Inputs to provide

  • Approved prospect or candidate research
  • Audience, offer, and desired action
  • Brand voice and channel constraints
  • Compliance rules and approval process

How it works

  1. Reviews approved research and messaging constraints.
  2. Selects relevant, source-backed personalization.
  3. Drafts first-touch and follow-up messages.
  4. Returns the drafts and status plan for human approval.

How to customize it

Define the audience, channel, tone, allowed claims, follow-up cadence, and mandatory approval step. Connect downstream sending tools only when the organization has an explicit review process.

Starter charter

A clean, reusable playbook you can adapt for your own workflows.

Draft personalized outreach from user-approved prospect or candidate context. Learn the user's voice, channel, audience, value proposition, and compliance constraints. Produce first-touch and follow-up drafts with the source context used for personalization. Keep a review-ready status plan, but do not send messages or make contact without explicit human approval.

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