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Intermediate
Email
Automation
Marketing
Sales

Automate Email Outreach

Build a systematic AI-powered email outreach workflow for partnerships, PR, job applications, or sales prospecting.

Download workflow config (JSON)

How the data moves

This is a handoff plan, not an automatic integration. Review outputs before the next step. Unlabeled arrows show order, not a verified data format. Use the capability links to explore tool substitutions.

  1. Step 1

    Research Your Targets

    Use Perplexity to research each contact, their recent work, publications, interviews, or company news you can reference.

    Tools

    • Perplexity logo
      Perplexity
      • Web research
      • Source synthesis
  2. Step 2

    Write Email Templates

    Use Claude or ChatGPT to write 3-5 email templates for different audience segments, each with a personalization hook at the top.

    Tools

    • Claude logo
      Claude
      • Long form writing
      • Code generation
      • Web research
    • ChatGPT logo
      ChatGPT
      • Long form writing
      • Code generation
      • Web research
  3. Step 3

    Personalize at Scale

    Create a spreadsheet with your contact list and research notes. Use Make to feed each row into ChatGPT and generate a unique first paragraph for each email.

    Tools

    • ChatGPT logo
      ChatGPT
      • Long form writing
      • Code generation
      • Web research
    • Make logo
      Make
      • Workflow automation
      • API integration
  4. Step 4

    Automate Sending

    Use Zapier to connect your spreadsheet to your email provider and schedule sends over time, not all at once, to maximize deliverability.

    Tools

    • Zapier logo
      Zapier
      • Workflow automation
      • API integration
  5. Step 5

    Track Opens and Follow Up

    Set up Make to watch for replies and log them. Schedule follow-up emails for non-openers after 3-5 days.

    Tools

    • Make logo
      Make
      • Workflow automation
      • API integration

Time Required

2 hrs setup / 30 min weekly

Expected Result

A personalized email outreach system that sends the right message to the right person at the right time with minimal manual work.

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