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Gmail Outreach from Google Sheets Leads

This template reads sourced leads from Google Sheets, generates personalized outreach, and drafts or sends Gmail messages while writing outreach state back to the people tab.

This automation creates Gmail outreach for leads that were already sourced and scored in a Google Sheet.

  1. Reads Sheet rows: It reads the people tab and joins matching companies rows by company domain when company signal research is available.
  2. Extends outreach columns: It adds Gmail outreach state columns if they are missing, preserving existing sourcing columns and values.
  3. Selects ready leads: It processes rows with blank, ready, or failedRetryable status and ignores rows already drafted, sent, skipped, or marked do-not-contact.
  4. Applies outreach filters: It can filter by stored personIcpScore and require stored emailVerificationStatus to be deliverable.
  5. Requires sender signature: It requires a concrete sender signature and rejects unresolved placeholders before creating drafts.
  6. Generates outreach: It generates personalized subject and body copy from campaign instructions provided in the initial prompt, the tone of voice document, the contact row data, and company signal research.
  7. Delivers via Gmail: It creates Gmail drafts by default, or sends messages when configured to do so.
  8. Writes Gmail state: It stores generated copy, draft/message IDs, timestamps, attempts, and errors back to the people tab so future runs can resume safely.

The initial prompt should include the campaign-specific audience, offer, proof points, CTA, campaign-specific tone constraints, and compliance constraints. Gmail drafts are the default for review-first workflows.

Agent inputs

Required

NameTypeDefault
campaignNamestringNone
Campaign label used in logs, results, and personalized outreach context
senderSignaturestringNone
Concrete plain-text signature block appended to every generated email. Must not contain placeholders like [Your Name] or [Your Company].
workspaceSpreadsheetUrlstringNone
Google Sheet URL or ID containing sourced leads

Optional

NameTypeDefault
gmailSendAsDraftbooleantrue
If true, create Gmail drafts for review. If false, send messages immediately.
maxContactsToProcessnumber25
Maximum ready people rows to process for Gmail outreach in one run
minIcpScorenumber0
Optional minimum personIcpScore required before Gmail outreach. Set to 0 to trust the upstream sourcing agent's qualification.
requireVerifiedEmailbooleanfalse
If true, only process rows whose stored emailVerificationStatus is deliverable.
toneOfVoiceDocumentSlugstringcommunication-tone
Knowledge base document containing tone of voice guidance for generated Gmail outreach copy

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