All workflows

Turn fresh funding news into qualified outbound

Find recently funded teams, enrich the right buyers, and send a relevant message while the signal is still fresh.

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funding-signal-outbound.md

Turn fresh funding news into qualified outbound

Set up the tools below, then run the steps in order for the user.

Inputs

Ask the user for these before you start.

  • target_segment: the kind of company to watch, e.g. Series A B2B SaaS in the US
  • campaign_id: the lemlist campaign that sends the emails from your mailbox, e.g. cam_123; its email reads each lead's drafted text from a custom variable

Set up

Search companies (People Data Labs, tool:people-data-labs/search-companies)

Use the API.

Apollo (tool:apollo/search-people, tool:apollo/bulk-enrich-people)

Use the first option your agent supports.

MCP (official, remote)

Add this server to your agent's MCP settings, then sign in when asked.

{ "mcpServers": { "apollo": { "url": "https://mcp.apollo.io/mcp" } } }
  • Search for people: call the MCP tool apollo_mixed_people_api_search
  • Enrich up to 10 people: call the MCP tool apollo_people_bulk_match
CLI (official)

Install the command, then confirm it runs.

brew install apolloio/apollo-io-cli/apollo-io-cli
apollo --version
  • Search for people: run apollo people search
  • Enrich up to 10 people: run apollo people bulk-enrich

Create a message (Anthropic, tool:anthropic/create-message)

Use the first option your agent supports.

CLI (official)

Install the command, then confirm it runs.

curl -fsSL https://claude.ai/install.sh | bash
claude --version

Run claude -p.

API (official)

Add a lead to a campaign (lemlist, tool:lemlist/add-lead-to-campaign)

Use the first option your agent supports.

CLI (official)

Install the command, then confirm it runs.

npm install -g @lemlist-official/cli
lemlist --version

Run lemlist api POST /campaigns/{campaignId}/leads/.

API (official)

Make one read-only call to each tool to confirm access.

Steps

  1. Find funded companies with Search companies (People Data Labs). List companies matching target_segment whose last_funding_date falls in the last 30 days, with size up to 100 and scroll_token for the next page. Keep name, domain, latest round and date.
  2. Find the buyer with Search for people (Apollo). For each company, find the head of growth or marketing; skip companies with no match.
  3. Get their emails with Enrich up to 10 people (Apollo). Enrich each buyer, up to 10 per call. Keep their name, title and work email.
  4. Write emails with Create a message (Anthropic). Draft a three-sentence plain-text email per contact: congratulate the round, name one thing they will now have budget for, ask one question. Show the drafts to the user.
  5. Send with Add a lead to a campaign (lemlist). After the user approves, add each contact to campaign_id with their approved email as a custom variable.

Done when

  • Every funded company has a contact, or a note explaining why not.
  • Every approved contact is in the campaign, and the user has a summary table.

Rules

  • Only use the tools listed above.
  • Ask the user before anything that sends messages, costs money, or changes data.
  • Never print API keys.