Q: How does automation work? Can I schedule filtered searches and automate the workflows initiation?
I'm looking for a LTD to replace Apollo.io, but this key feature has to be present: Set a custom filter for the research, select an amount like 10 or 100 of those contacts, and automatically send emails to new contacts scraped through that search, everyday at a specific time, 9am for example.
Is that present, or do I need to access the platform every day to manually select the leads and add them to the workflows? Also, does AI creates the email sequences, or do I have to manually create?
AlexC_Closely
Feb 5, 2025A: Hi there!
We only offer the automation to send the emails in the email campaigns from the Outreach tab.
>Can I schedule filtered searches and automate the workflows initiation?
Unfortunately, we currently do not have such an option.
>do I need to access the platform every day to manually select the leads and add them to the workflows?
At the moment, you can add the new leads only by adding them via a CSV file. We do not have the option to add the leads from the search.
>does AI creates the email sequences, or do I have to manually create?
You will need to manually create the email sequences.