Outbound sales automation for organizations

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hey everyone in this video I'm going to show you how we automated all of our outbound sales emails using agent Hub so you can go from a list of company URLs with no contact information and create a personalized draft directly into your Gmail inbox uh with the right contact information filled up so we'll start with the actual core logic here this is the the automation that's reading the website coming up with the perfect email and subject and then creating the draft and second we're going to look at how we run that same that one automation n number of times where n is the number of rows you have in your Google sheet the number of people you wanted to contact let's dig into exactly what this is doing so it it is quite simple uh when you fully understand what's going on and keep in mind all of this is completely customizable uh this is just what we built for the purpose of outbound sales so this input node expects a company URL I I wanted to start with the URL because that's really all I have in my Excel sheet so if I give it one URL I want it to scrape that website so I use the advanced web scraper node I wanted to summarize the website because I want to even if it's 10,000 words of information about what this firm does I want to get just a nice little paragraph explaining what they what they do for the next step so I use the summarizer Noe and I also want to know who I'm sending this email to so I use our enrich contact information node right here now this is actually using a bunch of third parties at the same time uh and if it's not able to find the contact information on one it defaults back to the next one and the next until we're able to find the right person to reach select more info if you want like a LinkedIn URL if you wanted to scrape their LinkedIn as well for even a more personalized email about their background you could do that too but in this case I just want first name last name and email now I format the summary about their their company and the person's first name and last name and pass that in as the the relevant context for this AI step an Ask AI note is pretty much just like asking chat GPT a question you choose the model down here but I'm using GPT 4 for this case because it's it's quite good at writing email and listening to instructions here is where you really get creative though so the automation is only as good as the the prompts you're using to generate the content um in this case I've given it a bunch of little instructions like don't be salesy don't use words like synergize um a couple example emails always sign off with my signature at the bottom uh and that that seems to be the the best prompt I've come up with after like a few minutes of iterating next we want to generate a personalized subject because that's the first thing that the recipient will see want it to not be obviously just like a copy paste that's not great so we'll pass the generated email body the response from this step into the context of the next step and we'll ask it to write a three to four word subject to grab their attention mention their company name and partnership so I'm being pretty specific here this is kind of just what I want uh here are a couple examples it will generate a three to four word subject and all of that gets fed into this Gmail sender so the body of the email the subject and then the recipient that we got all the way back here I've already populated it with a company from my list of leads and I hit run now it's going to pretty much solve this this graph or run through the workflow step by step right now it's scraping the website then summarizing it that's already done it's generating the body of the email and it's already done it generated the subject cognizant collaborative opportunity uh this is the email body and if I go to my in box and refresh I see the draft is right there so this is uh great to send out I don't want to open this because it has the person's email but uh it is ready to send there is one small thing you can do so often times you you people want to iterate with the the prompts you might want to do like three to four iterations to make sure it has that perfect tone and represents what you're you're trying to sell so if I were to hit the resume step here I could actually modify this prompt in uh a certain way I could say write this in Spanish and then I could hit resume and just start from this step so it skips all of the previous steps because we already have the last run and it is now doing it all again but in Spanish that's obviously not the sort of modification you'd want to make but there it is Spanish email so that that's great for generating outbound sales emails for one company but the real magic is when you can do it for hundreds or thousands so this part is actually the simplest uh we now have this this perfectly tuned automation that we can just use as a nested automation within another build so in this one I am just reading all of the the rows in a Google sheet and I'm feeding that into this other node here this is the generate single outbound sales email node so if I were to actually look at this I see that there's an option for a link here and that link just redirects to the automation that is packaged in that node so all of your pre-built Creations are available for nesting I could create this is a cover letter generator that I made uh a few hours ago instead of copy pasting this big build within another build and making everything complicated spaghetti I able to package a creation just like a node uh kind of like a function in programming so if I were to click on this I can see our cover letter generator not relevant right now I'll delete it but now for each row in this sheet it's going to be generating an outbound sales email uh the reason it's doing that is because it expects one string but I put it in batch mode I have another video on what batch mode actually is in this YouTube channel but it is pretty much a for Loop it is looping over each value I hit run here it reads all of the columns and it's starting on the first one you can let this run for half an hour it'll go through a few hundred emails uh and then you can just send them all off as you as you choose that is how this automation works there's a lot more you can do with the platform this is a pretty simple use case to be honest but uh I think it's really valuable at least it's been helping us with with u outbound So yeah thank you for watching