Autobound Admin Setup Checklist

Follow these steps to get your Autobound account set up and ready for your team. For detailed instructions, click any step to access the full guide.
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If you haven’t yet, sign up on autobound.ai. Bookmark Autobound’s Help Center
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Go through the onboarding wizard to define your persona-specific value propositions and core sales assets (your company’s products/services). As you complete onboarding, review the sample content and assets generated, and refine your personas and messaging to match your ICP.

This sets the foundation for all messaging and personalization in Autobound, ensuring your team’s value props and products are accurately reflected in every campaign.

You can always edit these later by going to the Content Hub and reviewing your Personas, Sales Assets, and Writing Style.

You can also restart the Onboarding wizard by clicking the button that says “Scan my Website & Build my Content Hub with AI” in the top right corner of the Content Hub.
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Guide: Conent Hub Overview
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Set up which sales signals you want to track (job openings, competitor tech, complementary tech) in Insight Control.

• Turn insights on/off: Filter by category and activate/deactivate signals as needed

• Add custom insights: Create Job Opening or Technology insights your team cares about

• Review talking points: Make sure value props are accurate

Configuring insights ensures Autobound leverages the most relevant buying signals in your messaging, driving smarter prospecting and more personalized outreach.

Guide: Insight Control Overview

Set up a campaign to organize your outreach flows and connect data sources.

Campaigns organize all of your import sources, content steps, and outreach logic in one place—enabling scalable, repeatable, and measurable workflows sending hyper personalized messaging.

Creating & Managing Campaigns

Configuring Content Steps

Import Overview

Export Overview

Define custom writing styles (tone, sample emails, word/character limits) to match your brand voice. Start with the basics, refine as you see results.

Custom writing styles let you maintain brand consistency and ensure messaging sounds like your team, not a generic template.

Guide: Custom Writing Styles