From LinkedIn or Sales Navigator, using 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 Salesloft.

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 content has not been pushed into Salesloft at this stage, Autobound removes the prospect from the cadence you added them too until you’ve approved them in the Autobound UI. Once done, the prospect will be re-added. 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.

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, adding additional info or add additional information/instructions you want the AI to know about before generating.

Once your review is done, either:

IMPORTANT: Once you approve prospects, that’s it. You won’t have a chance to review the content again in Salesloft (assuming the emails are set to be automated in your sequence as they should be). Make any edits you want in Autobound’s UI.

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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 will push the content into Salesloft when finished. While this happens, you may notice some email tasks with empty Autobound variables such as {{autoboundCustomField10}}. When you land on this task, Autobound should notify you what’s going on and what to do. You’ll either need to wait for the content to finish and refresh the page, or go approve the content in our UI depending on your content review settings on the 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.

Sometimes, when adding prospects to a sequence, Autobound may warn you about missing prospect details. To ensure the highest quality output: