mitosis

Sales: outbound pipeline on autopilot

Lead capture → research → personalized outreach → meeting booked, with a human approving sends.

Setup#

  1. Install sdr_agent and sales_lead from the marketplace.
  2. Connect Gmail / Outlook + your CRM (HubSpot or Pipedrive) in credentials.
  3. Add an inbound webhook trigger from your form provider (Typeform, HubSpot forms, etc.).
  4. Set autonomy: research = auto, send_email = approval.

What happens#

  1. Form submission fires the trigger → creates a lead.
  2. sdr_agent enriches via web search + your knowledge base.
  3. Drafts a 3-email sequence personalized to the prospect.
  4. Each send queues an approval (skip the queue by tightening autonomy later).
  5. Replies are routed back to the agent; meeting links auto-booked into your calendar.

What to watch#

Track reply rate and meetings-booked on the agent's KPI tab. After a week of approvals, promote safe templates to auto-send.