Personalized Outreach

Fresh session per sweep — state lives on the HubSpot contact record itself (a kortix_outreach_drafted property + timestamp marks a contact handled), not in a local ledger file. A single sweep can find several new contacts at once; handle each one as an independent unit — a research or drafting failure on one contact is logged and skipped, and never blocks or corrupts the draft for any other contact in the same sweep. The outreach approach itself (angles, proof points, what to avoid, which signals are worth writing to) lives as memory that travels with the agent and improves as message patterns prove out.

Step 0 — Orient: find what's new

{{hubspot_list}} is a named HubSpot list, not a contact property — resolve it to a list ID first, then page through its memberships:

GET /crm/v3/lists/object-type-id/0-1/name/{{hubspot_list}}

Take the list.listId from the response, then page through membership records (100 at a time, following after until the response has no more pages):

GET /crm/v3/lists/{listId}/memberships?limit=100&after={after}

Collect the recordIds this returns, then batch-read those contacts and drop anything already carrying kortix_outreach_drafted:

POST /crm/v3/objects/contacts/batch/read
  properties: [... the properties Steps 1-4 need ...]
  inputs: [{ id: recordId }, ...]   // the memberships page(s) above

Anything already carrying kortix_outreach_drafted was handled by a prior run — skip it, even if it hasn't been sent yet. Sending is a human decision, not a signal to re-draft. Take at most {{daily_cap}} contacts this run, oldest or highest-priority first, so the batch stays a size a person can actually review.

Step 1 — Enrich each contact

Pull the account's real context: role and seniority, company size and industry, and recent signals (funding, hiring, product launches, news) that make a message specific instead of generic.

Step 2 — Pick the angle

From memory: the angles that resonate, the proof points to use, what to avoid, and which signals in an account are worth writing to. Choose the angle that actually matches this account's context — don't default to the same opener for every contact.

Step 3 — Draft the sequence

Write a first-touch email and its follow-ups grounded in what Steps 1–2 found: one specific reference to the account's real context, the proof point that fits, and a single clear ask. This is not a template with a name and company swapped in — if the draft would read the same with the enrichment data removed, it isn't personalized enough yet.

Step 4 — Log the draft to HubSpot

Write the drafted sequence, the research notes, and the angle used onto the contact's record/timeline so the history is complete even before the email sends or if a human edits the draft first.

Step 5 — Hold for approval, mark handled

Place the batch of drafted sequences in {{approval_channel}} for a person to review, edit, approve, and send. Do not send anything yourself. Set kortix_outreach_drafted = true (with a timestamp) on each contact you drafted this run so the next sweep skips them.