From LinkedIn or Sales navigator, using the Zoominfo, Apollo (shown here), Lusha, or some similar extension, add your prospects to an Autobound-enabled sequence noted with “Autobound:” in the name.
Important note: Make sure this sequence is still connected to Autobound. If you delete a sequence in Autobound, it won’t delete in Outreach.
If your sequence content review setting is: “Direct Push OFF: Generate and edit content in Autobound UI before pushing to sequence”
If your sequence content review setting is: “Direct Push OFF: Generate and edit content in Autobound UI before pushing to sequence”, you’ll have the ability to review the content and approve it in our UI. Because you need to approve the content before it is sent in Outreach, Autobound will pause the sequence you added the prospect too until you approve the content. To do this, follow these steps:
Go to https://app2.autobound.ai/sequences . You’ll notice a loading bar in the top left corner while content is generating. Wait for it to finish and click “load new content” or click refresh if you want to check if it’s done earlier. Currently, you need to press this to check if it's done, Autobound will not notify you.
Once you see contacts ready to review, click “Review New Prospects”
Note: Consider adding prospects in bulk or go back and repeat this flow for all the prospects you want to add to the sequence for the day. By the time you’re done, all the content will generated.
When you click into a sequence, you may notice the loading bar still showing. Continue to refresh the page until it completes.
Learn more about Outreach flow on this guide
Autobound generates unique emails for the prospects. Click through each prospect name to review the proposed associated email for accuracy and as a sanity check. You can directly edit the email message for each prospect.
Autobound allows you to edit the content by typing in the email box directly, or by chatting with the AI. If chatting, you can select from the buttons you see below (shorter, longer, etc) or type custom instructions.
You can also regenerate the sequence by clicking the “Select New” button or the blue button in the bottom right corner that looks like a refresh button. From there, you can select new insights, change the inputs you provided on the previous screen, change the word count, add additional info or add additional information/instructions you want the AI to know about before re-generating.
Each regenerated email will cost 2 credits. To save credits, only regenerate the emails you truly want updated within the sequence.
Choose the insights, and other inputs, then select whether you’d like to regenerate just this email, all the emails, or specific emails.
Once your review is done, either:
Select all of the records by clicking the Prospect checkbox at the top-left) or
Select individual prospects using the checkmark by each name. Then, click Add X Selected Prospects to Sequence.
IMPORTANT: Once you approve prospects, that’s it. You won’t have a chance to review the content again in Outreach (assuming the emails are set to be automated in your sequence as they should be). Make any edits you want in Autobound’s UI.
If your sequence content review setting is: "Direct Push ON: Generate and send to sequence without reviewing content in Autobound UI"
If your sequence content review setting is: "Direct Push ON: Generate and send to sequence without reviewing content in Autobound UI", once you add prospects to the sequence, Autobound will begin content generation and may pause your sequence for the prospect if you arrive at a step in your sequence where Autobound content is supposed to be before the content is done generating. Once it is done, Autobound will reactivate your sequence.
Autobound’s content will be pushed into your sequence and pre-personalized for you.
Optional: Highlight the text and click AI enrich so you can see what insight were firing and rewrite the email based on the desired insights.
Handling Missing Prospect Details
Sometimes, when adding prospects to a sequence, Autobound may warn you about missing prospect details. To ensure the highest quality output:
Look for warning signs next to the prospects or the "Add Missing Details" button.
Add the missing details as prompted.
Regenerate the content to incorporate the new information.