Daily Personalized Outbound Cadence — Claude, ZoomInfo, Outlook, and Salesforce

Trigger: Scheduled — weekday mornings.

What this automates: Daily outbound sequence execution — enrichment, sequence generation, email sending, CRM logging, and future touch scheduling.

  1. Daily lead batch pulled
  2. Enrichment run on records missing data
  3. Claude generates 3-touch email sequence per lead
  4. Touch 1 sent via Outlook
  5. Salesforce task logged
  6. Future touches scheduled via Salesforce cadence state fields
  7. LinkedIn touch created as Salesforce Task for rep manual send