WorkflowsSDR Workflows

SDR Workflows

Your AI SDR drone finds leads, writes personalized cold emails, handles follow-ups, and tracks replies. These workflows show what it can do with different integration combinations — from a simple Gmail setup to a full multi-channel outbound pipeline.

Required: Gmail · Optional: Apollo, Instantly, LinkedIn, HubSpot, Clearbit, Apify, Notion


Gmail-Only Outbound

Integrations: Gmail

The simplest setup — zero additional cost. Your drone researches leads using web browsing, composes personalized emails, and sends them from your Gmail inbox.

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ResearchWeb
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ComposeAI
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SendGmail
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MonitorGmail
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Follow-upGmail

Drone researches leads via web

Browses LinkedIn, company websites, Crunchbase, and HN to find people matching your ICP. Extracts names, titles, companies, and email patterns.

Composes personalized cold emails

Each email references the prospect’s role, company, and something specific — a recent hire, a product launch, a blog post. Under 125 words, one clear CTA.

Sends via Gmail

Emails go from your real inbox (not a cold email tool), so deliverability is high. Respects your daily limit and recipient working hours.

Monitors for replies

Checks your inbox every 15 minutes. Classifies replies as interested, not interested, out-of-office, or meeting request — and takes the right action for each.

Follows up automatically

Day 3: shorter follow-up with a new angle. Day 7: final touch with social proof. Stops the sequence on any reply or bounce.

Outcomes
Metric
Without Drone
With This Workflow
Leads found/day
5-10 (manual research)
15-25 (automated browsing)
Emails sent/day
10-15 (you writing each one)
Up to 50 (personalized, validated)
Follow-ups
Often forgotten
Automatic on schedule
Reply handling
Hours to respond
Classified and acted on in minutes

Best for: Getting started, small daily volumes, or when you want emails to come from your primary inbox.

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Data-Enriched Outbound

Integrations: Gmail + Apollo + Clearbit

Apollo discovers leads by your exact ICP criteria (title, company size, industry, funding stage). Clearbit enriches each one with tech stack, revenue, and social profiles. Your emails stop guessing and start referencing real data.

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DiscoverApollo
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EnrichClearbit
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ComposeAI
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Send + MonitorGmail
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Follow-upGmail

Apollo discovers leads matching your ICP

People Search finds prospects by title (VP Engineering, CTO), company size (50-200), industry (SaaS), geography (US + EU), and funding stage (Series A-B). Returns verified profiles with confidence-scored emails.

Clearbit enriches each lead

Adds company revenue, employee count, tech stack, social handles, and job seniority. Your drone now knows the prospect uses React, raised a Series B, and has 80 engineers.

Drone composes hyper-personalized emails

With real enrichment data, every email is specific: “Saw you’re scaling the platform team after your Series B — we help teams like yours ship 2x faster with [product].” No generic templates.

Sends via Gmail + monitors replies

Same Gmail sending and reply monitoring as the starter workflow, but now every email lands with a personalization hook that’s grounded in real data.

Follows up with new angles each touch

Day 3: reference a different data point (their tech stack, a recent hire). Day 7: social proof from a similar company in their space. Each touch adds value.

Outcomes
Metric
Gmail-Only
With Apollo + Clearbit
Lead quality
Best-guess from web browsing
Verified by ICP criteria + enriched
Email addresses
Pattern-guessed (~70% accurate)
Confidence-scored (~95% accurate)
Personalization depth
Company + role
Tech stack, funding, headcount, social
Reply rate
5-8%
12-18% (better targeting)

Best for: Teams that want higher-quality leads and better reply rates without managing a separate cold email tool.

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Full-Stack Outbound Pipeline

Integrations: Gmail + Apollo + Instantly + HubSpot

The complete outbound machine. Apollo discovers leads, Instantly campaigns them across multiple mailboxes for maximum deliverability, and HubSpot tracks every interaction as a deal. You wake up to meetings booked and a pipeline built.

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DiscoverApollo
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ComposeAI
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SendInstantly
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MonitorInstantly + Gmail
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SyncHubSpot

Apollo discovers and verifies leads

People Search + Email Finder returns 25-50 leads per run, filtered by your exact ICP criteria. Only verified emails make it to the next step.

Drone composes email sequences with A/B variants

Writes the initial email plus 2-3 follow-ups for each lead. Creates A/B subject line variants to optimize open rates over time.

Instantly manages multi-mailbox sending

Distributes emails across 3-5 sending accounts you connect in Instantly. Rotates senders, manages warmup, and tracks deliverability per mailbox. Your primary Gmail stays clean.

Reply monitoring across all channels

Checks both Instantly reply tracking and Gmail inbox. Classifies every response: interested (flag for follow-up), not interested (stop sequence), meeting request (confirm and schedule), out-of-office (reschedule).

HubSpot syncs the full pipeline

Every lead becomes a HubSpot contact. Every email sent is logged as an activity. Replies update deal stages automatically. Your sales team sees a live pipeline without manual data entry.

Outcomes
Metric
Gmail-Only
Full-Stack Pipeline
Daily send volume
50 (single inbox limit)
200+ (across multiple mailboxes)
Deliverability
~85% (one sender, no warmup)
~95% (Instantly rotation + warmup)
CRM updated
Manual
Every lead, email, and reply synced
Pipeline visibility
Check Gmail threads
HubSpot dashboard with deal stages
A/B testing
None
Subject lines tested automatically

Best for: Teams running outbound at scale who need deliverability, volume, and CRM visibility.

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Multi-Channel Prospecting

Integrations: Gmail + Apollo + LinkedIn + Clearbit

Mimics what a top SDR does manually — coordinate LinkedIn and email with staggered timing. LinkedIn warms the relationship before the cold email lands. Two touchpoints, one coordinated sequence.

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Discover + EnrichApollo + Clearbit
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ConnectLinkedIn
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EmailGmail
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EngageLinkedIn
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Follow-upGmail

Apollo discovers leads + Clearbit enriches

Same discovery and enrichment as the Data-Enriched workflow. Each lead has a verified email, LinkedIn profile URL, company data, and personalization hooks.

Day 0: LinkedIn connection request

Drone sends a personalized connection request referencing something specific — their recent post, a mutual connection, or a shared interest. No sales pitch. Just a warm touch.

Day 2: Cold email lands

By now the prospect may have seen your name on LinkedIn. The email references their role and company with Clearbit-enriched data. Feels familiar, not cold.

Day 5: LinkedIn follow-up

If they accepted the connection, the drone engages with their content (likes, thoughtful comments) or sends a brief LinkedIn message with a different angle than the email.

Day 10: Email follow-up with social proof

References a customer in their space or a relevant case study. This is the third touchpoint across two channels — significantly higher response rates than email alone.

Day 14: Breakup email

Graceful close: “Seems like timing might be off — totally understand. Door’s always open.” Stops all outreach. Lead marked for re-engagement in 60+ days only if there’s a material trigger.

Outcomes
Metric
Email-Only
Multi-Channel
Touchpoints per prospect
3 (all email)
5 (LinkedIn + email, staggered)
Response rate
8-12%
18-25% (warm + multi-touch)
Meetings booked
Cold outreach only
Warmer conversations, higher conversion
Prospect experience
Another cold email
"I've seen your name before"

Best for: Teams selling to senior decision-makers (VP+, C-suite) where a warm multi-channel approach converts better than cold email volume.

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Research-First Outbound

Integrations: Gmail + Apollo + Apify + Notion

Every email references something the prospect actually said or did recently. Apify scrapes their Twitter and LinkedIn for recent activity. Notion becomes your searchable research database. Quality over quantity.

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DiscoverApollo
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ScrapeApify
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StoreNotion
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ComposeAI
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Send + Follow-upGmail

Apollo discovers leads matching your ICP

Same verified lead discovery by title, company, industry, and geography.

Apify scrapes recent activity

For each lead, Apify pulls their last 5 tweets, recent LinkedIn posts, and company blog posts. The drone now knows what the prospect is thinking about this week.

Research stored in Notion

Every lead gets a Notion page with their profile, company data, and recent activity highlights. Your team can review the research, add notes, and track outreach status in one place.

Drone composes deeply personalized emails

“Saw your tweet about migrating to Kubernetes — we helped [similar company] cut their migration time in half.” Every email hooks into something real and recent. Under 100 words, one CTA.

Sends via Gmail + follows up with new research

Follow-ups reference different recent activity. Day 3: their LinkedIn post. Day 7: a company announcement. Each touch proves you’re paying attention, not blasting templates.

Outcomes
Metric
Standard Outbound
Research-First
Personalization
Company + role
Recent tweets, posts, announcements
Research time per lead
0 (template)
Automated (Apify + AI analysis)
Reply rate
8-12%
20-30% (deep relevance)
Knowledge base
Scattered in email threads
Notion database, searchable
Email feel
"Another cold email"
"This person actually knows my work"

Best for: High-ACV sales where fewer, better-targeted emails outperform volume. Founder-led sales, enterprise deals, or niche markets.

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