Leverage Personal Intelligence to research prospects mentioned in emails and automatically generate personalized outreach sequences with contextual insights.
Workflow Steps
Gmail
Identify prospect mentions and context
Enable Personal Intelligence to scan your Gmail for prospect names, company mentions, and conversation context. It will automatically identify potential leads from email threads, introductions, and meeting notes.
Google Assistant
Compile prospect research summary
Ask Google Assistant to gather available information about identified prospects using your Gmail history and Google ecosystem data. Use prompts like 'Hey Google, what do I know about [prospect name] from my emails?'
Google Docs
Generate personalized outreach templates
Have Personal Intelligence create customized email templates based on the research context. Ask 'Hey Google, write a follow-up email to [prospect] about [specific topic from their emails]' for highly personalized messaging.
Gmail
Send contextual follow-up sequences
Use the AI-generated templates to send personalized outreach emails directly from Gmail. Personal Intelligence will suggest optimal timing based on previous email interactions and response patterns.
Workflow Flow
Step 1
Gmail
Identify prospect mentions and context
Step 2
Google Assistant
Compile prospect research summary
Step 3
Google Docs
Generate personalized outreach templates
Step 4
Gmail
Send contextual follow-up sequences
Why This Works
Personal Intelligence has access to your entire email history and can surface relevant context that would take hours to manually research, creating more personalized and effective outreach.
Best For
Sales professionals who need to quickly research and create personalized outreach for prospects mentioned in email conversations
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