Recipe · Outbound email

Outreach touch 1

Sends the opening message to every prepared cold row, one at a time from your own mailbox, through its proxy and inside its daily cap. The first line is the cold read written for that person; the three after it are yours, set once as parameters. Skips any row that has not been prepared, writes the outcome back, and stamps today so the follow-up cannot land the same day.

On this page

What it does

Pick your mailbox on the Send touch 1 step, or name a pool, and read the three copy parameters before the first run. Mail cannot be recalled.

Sends the opening message to every prepared cold row — one at a time, from your own mailbox, through its proxy and inside its daily cap.

It runs against one profile, through that profile's own proxy and with its own cookies — so the pages load the way that account's owner would see them. It opens no page at all, which means it can be run against a profile whose session you would rather not disturb.

One profileOpens no pageThe Outreach list table5 settings on the run

The 14 steps

The real tree, read out of the pack the launcher ships. Indentation is nesting: the steps under a loop run once per row, and the ones under a branch run only when the condition above them holds. Every {{…}} is a value filled in at run time — from the row being walked, from a setting on the run, or from the profile itself.

loadRowsLoad the rows ready for touch 1Load Outreach list into rows
loopEach personLoop forEach

Each time

setVarStart this row with no outcomeSet outcome
setVarStart this row unsentSet sent
ifOnly rows that were preparedIf {{loop.item.cold_read}} existson failure: continue

Yes

setVarMark the row attemptedSet sent
setVarAssume the send did not completeSet outcome
sendEmailSend touch 1Send "{{loop.item.company_casual}} — quick question" to {{loop.item.email}}on failure: continue
setVarRecord what happenedSet outcomeon failure: continue
setVarRecord whether it wentSet senton failure: continue

Each time

ifIf the message wentIf {{vars.sent}} equalson failure: continue

Yes

saveRowsAdvance the rowSave to Outreach liston failure: continue

Each time

ifIf the send was refused or failedIf {{vars.sent}} equalson failure: continue

Yes

saveRowsRecord the refusal on the rowSave to Outreach liston failure: continue

Each of those is one of the step types on the automation reference, with the same fields the editor shows and the same fields an agent is handed over the local API.

The tables it uses

These load with the recipe. A dataset is a typed table your workspace owns — the columns are named and typed up front so the steps can address them, and every one of them is yours to rename, extend or fill from a file afterwards.

Outreach list

readswrites

One row per person: their address, what you know about them, whether they opted in, and which touch of the sequence they are on.

email
Email · email
first_name
First name · text
company
Company · text
company_casual
Company (casual) · text
location
Location · text
location_local
Location (local) · text
icp
Segment · text
metric
Metric · text
signal
Signal · longText
cold_read
Cold read · longText
consent
Consent · select · Cold — no consent | Opted in
status
Status · select · Queued | Prepared | Touch 1 sent | Touch 2 sent | Sequence finished | Replied | Booked | Unsubscribed | Bounced | Refused
touch
Touch · number
deliverable
Deliverable · select · Deliverable | Risky — catch-all | Undeliverable | Could not check
last_sent_at
Last sent at · datetime
touch_1_day
Touch 1 day · date
outcome
Outcome · longText

Re-running updates the row it already wrote rather than adding a second one. That is what the match column in the save step is for, and it is the difference between a status check and a table that doubles in size every pass.

What it asks you for

Settings are filled in when the run starts, and every profile can hold its own values — which is how one workflow serves a whole folder of accounts.

credibility
Who you are, and why this is not spam · textarea · required

One or two sentences with a number in them. This is the part that answers "why is a stranger writing to me", and a number is what answers it — an adjective does not.

offer
The offer · textarea · required

A quantified result, a tight window, and the risk taken off them. All three: a result with no timeframe is a hope, and a timeframe with no risk reversal is a demand.

ask
The ask · textarea · required

Two concrete times, not "let me know what suits". Every extra reply a meeting needs before it exists is a place the thread dies.

signoff
Sign-off · text

Optional, and short. "sent from my phone" is a real signal that a real person typed this; a deliberate typo is not — it reads as careless far more often than it reads as human, and it cannot be taken back.

pool
Mailbox pool · text

The name of a pool under Mail. The least-used mailbox in it that still has allowance today sends each message. Leave empty and pick a single mailbox on the step instead — one of the two has to be set before the first run.

Loading it

In the launcher, open Automations, choose Load a starter pack, and pick Outbound email. Untick anything you do not want. The tables land first, then the workflows, then a project called Outbound that links them together.

What arrives is an ordinary automation row. Open it in the editor, change a step, rename it, delete it — nothing in the app treats it as special afterwards, and loading the pack a second time makes a fresh copy rather than overwriting the one you edited. Tables are the opposite: an existing table of the same name is reused and keeps its rows.