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email

Generates email sequences for different contexts. Currently supports event follow-up sequences. Produces ready-to-send emails with subject lines, body copy, and timing guidance.

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See how to install

Files included (7)

  • SKILL.md12.0 KB
  • autoresearch-email/changelog.md2.6 KB
  • autoresearch-email/dashboard.html9.5 KB
  • autoresearch-email/email-autoresearch-optimized-v1.md8.6 KB
  • autoresearch-email/results.json1.3 KB
  • autoresearch-email/results.tsv307 B
  • autoresearch-email/SKILL.md.baseline8.3 KB

SKILL.md (original)

Review the instructions the agent will receive before you install.

Email Generator

This skill generates email sequences tailored to specific contexts. Each email type has its own rules derived from sequences that performed well in production.


Step 1: Select Email Type

Before generating any content, ask the user:

What type of email sequence do you need?

  • Event follow-up (post-conference, post-meeting, post-demo)
  • Customer (retention, upsell, product updates) — coming soon
  • Prospect (cold outreach, nurture) — coming soon

Wait for the user to select before proceeding. If they select a type marked "coming soon," tell them it's not yet available and ask if they want event follow-up instead.


Step 2: Gather Inputs (Event Follow-Up)

First, read from the repo. Most of what you need is already documented:

What you needWhere to find it
Product namedocs/inputs/product_brief.md
Product capabilitiesdocs/inputs/product_brief.md (key capabilities section)
Pain pointsdocs/inputs/messaging_positioning.md (value propositions, pain points)
Social proof / customersdocs/inputs/testimonials.md (approved quotes and customer names)
Target persona contextdocs/inputs/target_personas.md
Asset linksdocs/inputs/product_brief.md (links section)

Read these files BEFORE asking the user anything. Extract:

  • Product name and 2 to 3 key capabilities
  • 2 to 3 pain points from the messaging doc
  • Customer names from testimonials (use approved ones only)
  • Any quotes or peer voice from testimonials
  • Demo, docs, or guide links from the product brief

Then ask only for what the repo cannot tell you:

  1. Event name — What event/conference did you meet them at?
  2. Specific conversation context — (Optional) Any specific topics discussed at this event that differ from the standard pain points?

If the user provides conversation-specific pain points, use those. Otherwise, use the pain points from the messaging doc.

Note: Sender first name and company name are filled dynamically by the user's email software. Use placeholders: [Sender First Name] and [Company Name].


Step 3: Generate Sequence (Event Follow-Up)

Generate a 4-email sequence following this exact structure. Each email has ONE job and ONE CTA.


Email 1: The Recall

Timing: Send within 1 to 2 days of the event Thread: New thread Job: Remind them of the conversation and re-surface the pain

Subject line pattern:

  • Conversational, assumes prior relationship
  • References the conversation, not the event name
  • Examples: "Catching up, since you may have forgotten our last convo" / "Following up on our chat about [pain point]"

Structure:

Hey [First Name],

At [event name + venue detail], I talked to a number of folks about [topic]. These kept coming up:

• [Pain point 1]
• [Pain point 2]
• [Pain point 3]

[Single direct question: "Is your team running into any of these?"]

- [Sender First Name]

Rules:

  • Greeting: "Hey" + first name only
  • Reference the event by name AND a specific shared detail (venue, food, atmosphere) that all attendees experienced
  • Frame pain points as patterns heard from the group ("I talked to a number of folks", "these kept coming up at every table"), NOT as presumed 1:1 conversation details
  • NEVER fabricate what the recipient specifically said, asked, or mentioned. You don't know what they said.
  • NEVER open with a generic topic label ("identity risks", "compliance challenges", "pipeline reliability")
  • List exactly 3 pain points as bullets
  • End with an open question ("Is your team running into any of these?") rather than presuming their situation
  • Sign-off: [Sender First Name] placeholder, preceded by a single dash

Email 2: The Peer Voice

Timing: +2 work days (if no reply) Thread: Reply to Email 1 Job: Add social proof from peers and introduce the product

Structure:

[First Name], other [role/title]s there were telling us:

"[Paraphrased quote about the problem]"

Why? Because [specific explanation]. [Company examples]. They all had one thing in common: [root cause].

[Product name] [solves this] with:

• [Capability 1]
• [Capability 2]
• [Capability 3]

[CTA: Link to demo video or short resource]

- [Sender First Name]

Rules:

  • No subject line (threaded reply)
  • Open with peer social proof, not product
  • "Why? Because..." pattern for explanation
  • Name drop 2 to 3 recognizable companies
  • List exactly 3 capabilities as bullets
  • CTA: Demo video or similar (medium commitment)
  • Sign-off: First name only

Email 3: The Proof

Timing: +4 work days (if no reply) Thread: NEW thread (breaks the reply chain) Job: Lead with customer results, offer a resource

Subject line pattern:

  • Outcome-focused with implied social proof
  • Names a role or persona, not a company
  • Examples: "These CISOs prevent [bad thing] w/o [painful process]" / "How [role]s at [company type] solved [problem]"

Structure:

Hi [First Name],

[Customer names] have [achieved specific outcome].

We pulled their lessons into a short [playbook/guide]. It's practical, step-by-step guidance from [role]s who've already solved the problem.

[CTA: Link to guide]

- [Sender First Name]

P.S. Let me know if there's a specific challenge you're tackling, I can point you to the most relevant parts.

Rules:

  • New thread with new subject line
  • Open with customer results (specific outcome, not vague)
  • Offer a resource, not a meeting
  • Include P.S. with personal touch
  • CTA: Guide or playbook link (low commitment)
  • Sign-off: First name only

Email 4: The Soft Close

Timing: +5 work days (if no reply) Thread: Reply to Email 1 (original thread) Job: Give permission to not respond, but leave door open

Structure:

Hi [First Name],

We don't force [their team type] to [do painful thing].

When you're ready to [achieve desired outcome], like the ones below, reach out. I'll be happy to show you how.

• [Problem/attack type 1]
• [Problem/attack type 2]
• [Problem/attack type 3]
• [Problem/attack type 4]
• [Problem/attack type 5]
• [Problem/attack type 6]

- [Sender First Name]

Rules:

  • Reply to original thread (not Email 3)
  • Open with permission/no pressure statement
  • "When you're ready..." pattern
  • List specific problems you solve (5 to 6 items)
  • No hard CTA, just "reach out"
  • Sign-off: First name only

Formatting Rules (All Emails)

  • Greeting: "Hey" or "Hi" + first name only. Never "Dear," never full name, never title.
  • Sign-off: First name only, preceded by a dash. No title, no company, no "Best," no "Thanks."
  • Length: 50 to 100 words body max. If it feels long, cut it.
  • Bullets: 3 items for capabilities/pains, 5 to 6 for problem lists. Never more.
  • Links: One link per email max. Embed in text, not bare URL. See "Link Requirements" section below.
  • No dashes in body copy. Rewrite sentences that need them.
  • No passive voice.
  • No marketing buzzwords. (robust, seamless, cutting-edge, game-changer, leverage)

Programmatic Personalization

These sequences are for programmatic outreach (one template, many recipients). Personalization must be real, not fabricated.

Do:

  • Reference shared context all attendees experienced (venue, food, event theme)
  • Frame pain points as patterns heard from the group ("I talked to a number of folks", "this came up at every table")
  • Use open questions ("Is your team running into any of these?")

Don't:

  • Fabricate 1:1 conversation details ("you mentioned", "you asked about", "you said")
  • Presume the recipient's specific situation ("your team spends more time on X")
  • Invent quotes or moments that didn't happen
  • NEVER fabricate customer names, references, testimonials, or quotes. Only use customers explicitly listed in docs/inputs/testimonials.md or docs/inputs/product_brief.md. If no approved customers exist, use generic framing ("[Company type]s like yours") or ask the user for approved names.

The goal is to feel personal because it references real shared context, not because it pretends to remember a conversation that may not have happened.


Link Requirements

All links must be real, working URLs. Never use placeholder text like "[link]", "(link)", or "link".

Where to get links:

  1. Check docs/inputs/product_brief.md for approved asset URLs (demos, docs, guides)
  2. If no links exist in docs, ask the user for the specific URL before generating

Link distribution across the sequence:

EmailCTA TypePreferred Link
1No linkQuestion only
2Demo videoProduct demo or explainer video
3ResourceGuide, playbook, or beyondidentity.ai landing page
4No link"Reach out" only

beyondidentity.ai usage:

  • Use beyondidentity.ai links for educational content, landing pages, and resource downloads
  • Emails 2 and 3 should link to beyondidentity.ai when appropriate resources exist
  • Verify the URL exists before including it (fetch the page if uncertain)

Never:

  • Use placeholder URLs
  • Invent URLs that might not exist
  • Link to competitor sites or generic third party resources

Output Format

Always write the final sequence to a plain text file in output/email/. This is the primary deliverable. The file must be copy/paste ready for Google Docs with no Markdown formatting artifacts. Only promote to docs/outputs/ if the user explicitly requests it.

File naming: email-sequence-[event-or-context]-[product].txt (e.g., email-sequence-rsac-ceros.txt)

File format rules:

  • Plain .txt file, no Markdown syntax (no ##, **, ---, or []() links)
  • Use ALL CAPS for section headers (e.g., EMAIL 1: THE RECALL)
  • Use plain text labels for metadata (e.g., Send timing:, Thread:, Subject:)
  • Separate emails with two blank lines
  • Bullets use - prefix
  • Links written as bare URLs on their own line or inline in plain text

For each email in the file, use this structure:

EMAIL [N]: [NAME]
Send timing: [When to send]
Thread: [New thread / Reply to Email X]
Subject: [Subject line or "N/A (threaded reply)"]

[Full email body]

After all 4 emails, include a plain text summary:

SEQUENCE SUMMARY
Email 1 | Day 0    | New thread | [CTA type]
Email 2 | +2 days  | Reply      | [CTA type]
Email 3 | +6 days  | New thread | [CTA type]
Email 4 | +11 days | Reply      | [CTA type]

In addition to the file, display the sequence in the conversation using Markdown for readability. But the file in output/email/ is the canonical output.


Review Checklist

Before delivering, verify each email passes:

  • 50 to 100 words body (excluding greeting/sign-off)
  • Greeting is "Hey" or "Hi" + first name only
  • Sign-off is first name only with dash
  • Exactly one CTA per email
  • No dashes in body copy
  • No passive voice
  • No banned words (robust, seamless, leverage, cutting-edge, game-changer)
  • Bullets are 3 items (capabilities) or 5 to 6 items (problem lists)
  • Subject lines are conversational or outcome-focused (not salesy)
  • All links are real, working URLs (no placeholders)
  • Customer names only from approved testimonials (no fabrications)

Adaptation Notes

When docs are incomplete:

  • If product_brief.md is empty or a template, ask the user for product name and capabilities
  • If testimonials.md has no approved quotes, ask the user for customer names or use "[Company type]s like yours"
  • If messaging_positioning.md is empty, ask the user for pain points
  • If no demo/guide links exist in the docs, ask the user what asset to link

Sequence adjustments:

  • If the user cannot name the event, use "when we last spoke" as the reference
  • If the user wants fewer than 4 emails, generate emails 1, 3, and 4 (drop the peer voice)
  • If no peer quote is available, lead Email 2 with a specific statistic or industry trend instead

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