Outreach Assistant
helio / outreach-assistantGive it a contact list and a template. Your AI teammate drafts outreach per contact's language, tracks who's replied, and nudges the ones going quiet — you review before anything sends.
What is Outreach Assistant?
- ·Batch-drafts outreach that still reads personal: Each contact gets a draft matched to their language and context — not a generic blast.
- ·Holds everything for review before it sends: Every draft, and the list itself, waits for a human look — no unreviewed batch sends.
- ·Tracks who's gone quiet: Threads with no reply after a set window get surfaced and drafted a real nudge, not boilerplate.
- ·Confirms payment threads automatically: Invoice or payment status checked and confirmed as it resolves.
What does Outreach Assistant produce?
| ✍️Per-contact draft | Personalized to language and context, held for review before sending. |
| 📬Reply check | Every outbound thread checked for a reply after a defined window. |
| 👋Follow-up nudge | A real, one-line nudge tied to the original ask — not generic boilerplate. |
| 💰Payment confirmation | Invoice and payment threads confirmed automatically as they resolve. |
The SOP, step by step.
- 01
Load the list and template
Contacts, their preferred language, and the message framework.
- 02
Draft per contact
Personalized to context — not a single copy-pasted message.
- 03
Hold for review
Every draft waits for a human look before it's sent.
- 04
Send on approval
Nothing goes out until the list and copy have been reviewed.
- 05
Check for replies
After a defined window since the outreach went out.
- 06
Surface threads needing follow-up
No reply after the window, ranked by priority.
- 07
Draft a real nudge
Tied to the original ask, not boilerplate.
- 08
Confirm payment threads
Invoice or payment status checked and confirmed as it resolves.
What it produces, in practice.
Illustrative example generated for this page — actual output depends on your real data.
📬 Outreach Batch · 19 Drafts Ready
Sample · illustrative19 drafts written from your contact list — 16 in Chinese, 3 in English, matched to each contact's language.
Sample draft (English): "Hi — I noticed you've been active on Helio lately, and we'd love to hear how it's going. Any chance you'd be up for a quick 15-minute chat? Happy to send a small thank-you your way."
Follow-up check
| Contact | Sent | Reply? | Action |
|---|---|---|---|
| Partner A | 7 days ago | No | Nudge drafted, held for review |
| Partner B | 3 days ago | Yes | No action needed |
All 19 drafts and 1 nudge are sitting in your drafts folder — nothing sends until you review and approve.
Watch Outreach Assistant set up a new automation.
What Outreach Assistant connects to.
Gmail
ConnectedDrafts and sends outreach through your existing inbox.
Notion
ConnectedTracks contacts and outreach history as a living record.
Questions
- How is this different from the Email Automation teammate?
- Email Automation triages your personal inbox. This is built for outbound — batch drafting to a contact list, in each recipient's language, with follow-up tracking across a campaign.
- Does it send to the whole list automatically?
- No. Every draft is held for review, and the list itself gets a look before anything goes out — no unreviewed batch sends.
- Can it handle multiple languages in one batch?
- Yes — each contact gets a draft matched to their preferred language, all from the same source template and list.
- What counts as 'no reply' for follow-up purposes?
- You set the window — a common default is 7 days — and only threads past that window without a reply get a follow-up drafted.
Never lose track of an outreach thread again.
Give Helio your list and template — it drafts per contact, tracks replies, and nudges the ones going cold.
Ask about this automation