Copy.ai

Set Up Brand Voice and Infobase

Provide brand and product information so that the generated content is contextually accurate.

Go to the Brand Voice section, paste some sample content from your company; in Infobase, add key product/service information.

The more real writing examples you provide, the more the AI's writing style will resemble your company's style.

Create New Workflow

Start building the automated sequence from lead information to completed email.

Select Create Workflow, add the initial step to receive lead information (name, company, industry, title).

Use a sample Google Sheet file with a lead list for easier bulk import later.

Add Research and Personalization Step

Add a step for the AI to summarize the key characteristics of each lead before writing the email.

Add a 'Research' or 'Summarize' block to analyze the lead's industry and company size before moving to the content writing step.

Ask the AI to specify a particular pain point of the lead's industry to make the email sound more personalized.

Add Email Drafting Step

Create the final step to generate a complete email content based on the gathered information.

Add an email writing block with the prompt: 'Write a concise cold outreach email, stating the pain point and specific benefits, in a friendly professional tone.'

Limit the email length to under 150 words to increase read-through rates and responses.

Test and Bulk Export

Check the results on a few sample leads before running it for the entire list.

Run the Workflow with 5-10 sample leads, check the quality of the emails, then import the entire lead list for bulk running.

Export the results to CSV or connect directly with the email sending tool to save copy-paste actions.