AI-Driven Email Outreach System Development
Budget: $250 – $750 USD
Job Description:
I am looking for an experienced developer/automation specialist to build a reliable, "human-in-the-loop" email outreach system. The goal is to take a CSV file containing first names, company names, and email addresses, and automatically generate highly personalized, formal outreach emails for a funding offer.
Core Workflow:
Input: Import a CSV file (First Name, Company Name, Email Address).
AI Research & Drafting: For each row, an AI model must research the company to find a recent, specific milestone (e.g., recent ASX announcement, news, or social media chatter). It will then use a strict template to draft a formal email incorporating:
Sentence 1: A standard introduction for "L1 Capital Global Opportunities Fund."
Sentence 2: "Congratulations on your recent milestones including [INSERT COMPANY SPECIFIC MILESTONE FOUND BY AI]."
Sentence 3: "We have recently executed similar structured investments on the ASX."
Sentence 4: "Are you open to a brief conversation next week to explore how we can support [Target Company]’s capital needs?"
Approval Queue: The drafts must NOT be sent automatically. Instead, they need to be pushed into a "Drafts" folder of a dedicated Outlook email account (a look-alike domain to protect my primary inbox).
Human Review: I will review the drafts in Outlook, make any final edits, and manually hit "Send."
CRM Sync: Once sent from Outlook, the email and any subsequent replies must be automatically logged to the corresponding contact record in HubSpot (via BCC or API).
Technical Preferences & Requirements:
Stack: Open to solutions using Python, APIs (OpenAI, HubSpot, Microsoft Graph), Zapier, or Make.com. The final product must be reliable and repeatable.
AI Tone: The language must be polished, formal, and consistent. The AI must be able to find a credible "milestone" to make the email feel bespoke.
Deliverability: The system must be built to protect sender reputation. This includes guidance on warming up the new dedicated email address before high-volume sending begins.
Project Budget & Timeline:
Budget: $100 USD per week.
Timeline: We can discuss a timeline based on your proposed approach.
Ideal Freelancer:
Has built similar "human-in-the-loop" AI outreach pipelines before.
Experienced with email deliverability best practices and CRM integrations (specifically HubSpot and Outlook/ Microsoft Graph API).
Can provide a brief example or case study of a similar project they have completed.
Next Steps:
Please provide a brief outline of how you would approach this project, including the tools you would use and how you would handle the AI research/look-alike domain setup. I am awarding this to a specific developer but am open to input.
I am looking for an experienced developer/automation specialist to build a reliable, "human-in-the-loop" email outreach system. The goal is to take a CSV file containing first names, company names, and email addresses, and automatically generate highly personalized, formal outreach emails for a funding offer.
Core Workflow:
Input: Import a CSV file (First Name, Company Name, Email Address).
AI Research & Drafting: For each row, an AI model must research the company to find a recent, specific milestone (e.g., recent ASX announcement, news, or social media chatter). It will then use a strict template to draft a formal email incorporating:
Sentence 1: A standard introduction for "L1 Capital Global Opportunities Fund."
Sentence 2: "Congratulations on your recent milestones including [INSERT COMPANY SPECIFIC MILESTONE FOUND BY AI]."
Sentence 3: "We have recently executed similar structured investments on the ASX."
Sentence 4: "Are you open to a brief conversation next week to explore how we can support [Target Company]’s capital needs?"
Approval Queue: The drafts must NOT be sent automatically. Instead, they need to be pushed into a "Drafts" folder of a dedicated Outlook email account (a look-alike domain to protect my primary inbox).
Human Review: I will review the drafts in Outlook, make any final edits, and manually hit "Send."
CRM Sync: Once sent from Outlook, the email and any subsequent replies must be automatically logged to the corresponding contact record in HubSpot (via BCC or API).
Technical Preferences & Requirements:
Stack: Open to solutions using Python, APIs (OpenAI, HubSpot, Microsoft Graph), Zapier, or Make.com. The final product must be reliable and repeatable.
AI Tone: The language must be polished, formal, and consistent. The AI must be able to find a credible "milestone" to make the email feel bespoke.
Deliverability: The system must be built to protect sender reputation. This includes guidance on warming up the new dedicated email address before high-volume sending begins.
Project Budget & Timeline:
Budget: $100 USD per week.
Timeline: We can discuss a timeline based on your proposed approach.
Ideal Freelancer:
Has built similar "human-in-the-loop" AI outreach pipelines before.
Experienced with email deliverability best practices and CRM integrations (specifically HubSpot and Outlook/ Microsoft Graph API).
Can provide a brief example or case study of a similar project they have completed.
Next Steps:
Please provide a brief outline of how you would approach this project, including the tools you would use and how you would handle the AI research/look-alike domain setup. I am awarding this to a specific developer but am open to input.
Related categories:
Python
Excel
Leads
Email Marketing
Email Handling
API Integration
AI Chatbot Development
AI Development