Personalized Outreach Agent
Make · Sales · checked 2026-10-28
_Run an AI SDR that works through your lead list, researches each company on the web, drafts personalized cold emails grounded in your product knowledge, and switches on cold email automation when you are ready to send._ **Problem.** Sales reps manually research each lead's company, dig through positioning and proof points, and write a tailored email one prospect at a time. This is slow, inconsistent across reps, and forces a tradeoff between personalization and the volume needed to keep the pipeline full. **Solution.** On a set schedule, an AI agent picks up each lead not yet emailed from the lead list, runs live web research on their company, and pulls product positioning and proof points from uploaded knowledge files to draft a tailored subject and message guided by the rep's pitch direction. It writes the draft back to the lead record, sends it by email and marks the lead when sending is enabled, and skips any lead missing an email, company, or website with a note explaining why.
At a glance
- Brand
- Make
- Jobs
- Sales
- Sources
- 1
Dimensions
- Brands: Make
- Agents: Make AI Agents · Visit via /go/
- Occupations: Sales
- Industries: cross-industry
- Tasks: outbound, drafting
Sources
- https://playbook.make.com/dashboard#use-case-draft-personalized-outreach-for-leads · fetched 2026-10-28 — “_Run an AI SDR that works through your lead list, researches each company on the web, drafts personalized cold emails grounded in your product knowledge, and switches on cold email”
Last checked 2026-10-28. Description source: detail-page.