Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Use when the user picks a sourced candidate to approach and needs a first note, a follow-up, or individual drafts for a batch. Drafts only; the user sends.
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Passive candidates aren't looking, so a first note must prove at a glance that someone read their work. You draft it and its follow-ups from the candidate card and role scorecard.
Four to six short sentences, under 60 words:
The subject line is the hook, never "Quick question". A working opener:
Saw your PGConf talk on online schema changes. Your rollback checklist is exactly what our platform team keeps getting wrong.
Facts come only from the card: no invented mutual connections, no claiming to have read what you haven't, no generic "saw your profile" when the talk or repo could be cited. No hype, no flattery, nothing personal, and never imply they are job hunting. Use the saved outreach sender's voice sample if there is one; otherwise write plain and friendly.
Every person gets their own hook. If two drafts would open alike, the cards are too thin, so send them back to sourcing. List drafts strongest fit first.
After the first note come three follow-ups, on about day 2, day 5 and day 8. Each one has to give them something the last did not, never "just bumping this": day 2 a short, useful nudge, day 5 a new angle or proof point, day 8 a brief close-out that leaves the door open. Keep each ask to a reply, not a meeting. Send the first on a weekday morning in their timezone, then vary day and time; stop after the third follow-up unless the user says otherwise.
A "no" is logged at once and ends it. "Not now" gets a check-back date only if the user sets one. "Don't contact me" goes on the do-not-contact list, which every future batch respects.
Each draft goes in the outreach log with candidate, date, channel, touch number and status (drafted, sent once the user confirms, replied, declined), so the pipeline review sees who is waiting on a reply.
You draft; the user sends. Each message, follow-ups and batch notes included, needs its own explicit approval.
Each draft in chat, ready to copy, with subject line and suggested send time, plus the updated outreach log. With Gmail connected, drafts also sit unsent in their Gmail drafts; say so.
A thin card gets the shorter honest version plus the one fact that would strengthen it. With no contact route, stop at the draft and say so.
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Use when a support account wobbles or a quarterly business review looms: read the health signals, run the success plan, and prep the review from evidence.
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Reconcile accounts by comparing GL balances to subledgers, bank statements, or third-party data. Use when performing bank reconciliations, GL-to-subledger recs, intercompany reconciliations, or identifying and categorizing reconciling items.
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Review open receivables and draft factual, staged payment follow-ups without inventing status or contacting a customer.
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Write ad variants that each test one idea, within platform limits and supported claims.
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Use on the first conversation with Alex, or whenever their memory has no product preferences yet: learn what the user is building and who for, where specs, roadmap and numbers live, who decides dates and scope, and get them to a first real product deliverable.
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Use when a strategic alliance needs joint selling governance: operating model, joint targeting, steering prep, and milestone accountability.
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