Use cases

How far each job runs without you.

Three of the six work on a clock and keep going when nobody is watching. One has a single tool. Two work only inside a chat window. Every section below says what runs on its own — and where it stops and asks.

What to expect

The six are not equivalent.

This page is weighted the way the product is. One worker takes most of it, because one worker does most of it.

Runs on a clock
Alex, Jordan, Taylor

Scheduled, holding their own state, still working when nobody is signed in.

Chat, plus one tool
Morgan

Answers about a document you hand it, then keeps nothing.

Chat only
Sam, Casey

A conversation while the tab is open. Nothing carries on once you close it.

Alex · Sales development

Prospect to booked meeting.

The one job that runs end to end. Give a name and a company, and what follows researches, writes, sends, listens and follows up — pausing at the two points where your judgement is the thing that matters.

Before day 0
Research, then a deliverable address

At least five web searches before a word is drafted. Then Hunter for a contact address, and Apollo only if Hunter comes back empty, so a lookup that already worked never spends a second credit. If neither resolves one, the prospect stops there and waits rather than going out without a recipient.

Day 0
You approve

The opening email goes out when you release it, and not before. This is the gate, not a setting — there is no path that sends a first email on its own.

Day 3
A second email

Only if nothing has come back. Where a second angle exists, it is picked 50/50 against the first.

From day 7
A phone call

Placed only where a phone number is on the record and the sequence is still unanswered. Two minutes at most, recorded, and the transcript is written back against the prospect without anyone typing it up.

Day 10, then 21
Third and fourth emails

Each one checked against the inbox first, so a prospect who has just replied is never sent the next step.

Day 35
The last one

A short note closing the file, and the sequence completes.

When they reply

Seven answers, handled differently.

Your inbox is checked every five minutes, and again immediately before any follow-up goes out. What happens next depends on what they actually said.

Happens on its own
Interested

Your booking link goes out straight away.

Out of office

The return date is read from the reply and the sequence resumes then. Seven days if no date can be found.

Not now

The sequence stops.

Unsubscribe

The sequence stops permanently and the prospect is marked.

Comes back as a draft
Interested

A personal reply as well, on top of the booking link that has already gone.

An objection

Written against the matching objection script.

Wrong person

A short note asking to be pointed to the right contact.

Interested appears in both columns on purpose. It does two things: the booking link leaves immediately, and the personal reply to that same message waits for you.

On a clock

Four schedules, none of them yours to trigger.

These run whether or not anyone is signed in.

Every 5 minutes
Your inbox is checked for replies
Hourly, on the hour
The sequence moves everyone due to their next step
Hourly, at half past
Eight queued prospects are researched and drafted
Daily, 06:00
Twenty companies are scanned for buying signals
Working through

The same reply, two ways.

Where it keeps going on its own, and where it hands back.

A reply that says yes
A reply that says not now
Example runA reply that says yesRunning
ALAlexSales
Notices the reply
The inbox is checked every five minutes
GmailEmail
The booking link goes out
On its own, without waiting for you
ALAlexSales
Drafts the personal reply
Against what they actually wrote, not a template
YouApproval
It waits here
Nothing further is sent until you release it
Where it stops

Three places it waits for you.

1
The opening email needs your approval

Nothing reaches a new prospect until a human releases it.

2
Written responses come back as drafts

With one exception, and it is worth being plain about it: an interested reply sends the booking-link email on its own, before anyone has looked at it. That is the only email sent unprompted, it is a fixed template rather than written prose, and the personal reply to that same message is still drafted for you.

3
Sending is capped

Fifty emails a day by default, counted across every step of every sequence.

The other five

What each one finishes.

Two more run on a clock. Three do not. Each is described by what it actually does rather than by the size of its heading.

JO
Jordan
Reports on what Alex did

A brief every Monday morning, an anomaly check every morning at nine, and questions answered on demand from a rolling thirty-day picture.

The daily check looks for five specific things:

  • More than 40% of drafts reviewed today rejected, once at least three have been decided.
  • No new prospects added in 48 hours.
  • Fewer than five prospects active.
  • No emails sent in 72 hours.
  • A reply that was picked up but stopped part-way through processing.

Reply-time figures are withheld until at least five replies exist, so one fast answer cannot present itself as a trend.

Scope. Jordan reads the outbound records Alex produces, and nothing else — not your finance system, not a CRM, no source outside the platform. Nothing here needs approving, because Jordan only reports.

TA
Taylor
Drafts the week’s posts

Every Monday at seven, up to three LinkedIn posts are drafted, with topics drawn from the buying signals Alex has recorded during the week.

The detail worth knowing is the name check. Prospects you are actively tracking must not turn up by name in a public post, so generated copy is checked against the watchlist and regenerated up to twice; if a tracked name still appears, the post is refused rather than queued. The same check runs again when you edit a post by hand, because an edit can reintroduce a name the original draft correctly avoided.

The gate. Publishing is a click. The weekly run drafts and queues; it never posts. Scope is LinkedIn posts — ad copy, email campaigns and SEO content are not built.

SACA
Sam and Casey
The two you talk to

A conversation with a role-specific specialist that can search the web up to three times per message, see the company context and notes you have written into the workspace, and see facts carried over from your earlier conversations with the team. That is the whole of it.

Neither can:

  • Read your prospect records, your inbox, or a CRM.
  • See anything the scheduled workers write — Sam cannot see Alex’s pipeline.
  • Run on a schedule, hold a queue, or carry on after you close the tab.

Sam has one thing Casey does not. Because he writes outreach, his output gets a Review & Send action that opens your connected Gmail with the draft loaded — you type the recipient and you press send. Casey has chat and web search only.

A common misreading. Sam is a customer success specialist you talk to. He is not part of the outbound sequence — the emails that go out on a schedule are researched, written and sent by Alex.

MO
Morgan
One document, one question

Attach a single PDF, CSV or TXT file up to 4 MB, ask a question, and get an answer from the contents of that document — citing the figures and line items it used, and saying plainly when the document does not contain enough to answer.

Single-shot. Nothing is stored, nothing is scheduled, and each question is independent of the last. Morgan does not remember the previous document or build a picture over time.

The document tool is the extra, not the whole. Like all six workers, Morgan is also a chat specialist — working on figures you paste in, not on a file. Neither surface is connected to an accounting system or a bank feed.

Start with the one that runs furthest.

Connecting Gmail takes about a minute. Alex needs nothing else to begin.

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