Verify prospects before outreach | Aident Loadout

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Use casesVerify prospects before outreach

Verify prospects before outreach

Check public company and role evidence before drafting a relevant email, while keeping sending behind approval.

Review App setup

When to use this guide

For a founder checking a small prospect list before sending individually reviewed outreach.

What to prepare

Company names, public profile URLs, and a concrete relevance criterion.
User-provided contact addresses, sending account, and exact approved messages.

Outcome

A small outreach queue with verified fit evidence, a tailored draft, and no automatic bulk send.

Why it matters

A guessed title or stale company event can turn personalization into misinformation and waste the recipient’s attention.

Workflow steps

1.Define the target role, company criteria, exclusions, and evidence freshness.

Product

Aident Loadout Aident Playbook Editor Open-CUAK

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2.Use Exa Search to verify identity and current fit from public sources.

3.Draft the email and require approval of message and recipient before Gmail Send Email.

Example task for your agent

Verify ten prospects against current company pages and recent news, exclude ambiguous matches, and draft one reviewable email per qualified record.

Output template

Illustrative format only, not a completed run. Replace the placeholders with verified results.

Prospect: [company and public role] Relevance: [verified reason and source URL] Contact: [user-provided address; verification status] Next step: [hold / approved message and send result]

Limits and review checkpoints

Public role evidence does not validate an email address or authorize contact. Do not guess addresses, infer sensitive traits, or bulk-send. Hold uncertain matches and require approval before each authorized send.

Apps used in this workflow

Review access and pricing for each App below. Connect an account where required, then return to this guide and give the example task and your inputs to your Loadout-enabled agent. Setup alone does not run the task.

Exa ToolsExa is an agent friendly search engine, focusing on data extraction and search, helping teams gather, analyze, and visualize information from websites, APIs, or internal databases.Set up Exa Tools
Gmail ToolsGmail is Google's email service, featuring spam protection, search functions, and seamless integration with other G Suite apps for productivity Set up Gmail Tools

Actions used in this workflow

Exa SearchWeb search via the Exa engine. Returns ranked results with optional per-result text/highlights/summary (set the nested `contents` object). For agent workflows prefer `contents.highlights=true` — 10× fewer tokens than full text. Pick `type` by latency tier: `instant`~250 ms · `fa…
Gmail Send EmailSends an email via Gmail API using the authenticated user's Google profile display name. Sends immediately and is irreversible — confirm recipients, subject, body, and attachments before calling. At least one of 'to' (or 'recipient_email'), 'cc', or 'bcc' must be provided. At le…

Skills

No dedicated Skill is linked to this guide yet. You can follow the steps with your agent using the listed Actions.

Explore Skills sharing these Actions

These optional examples share at least one Action with this guide. They are not required Skills or verified implementations of the complete use case.

Business Idea Evidence ValidatorEvaluate a business idea against current problem, competitor, demand, and trend evidence.
News Coverage MonitorBuild a source-linked digest of recent news coverage for a company, product, person, or topic.
Search and Content Trend ResearcherFind and rank emerging content opportunities using search trends, regional X trends, and current web evidence.

Verification and source

Mapped to the current public Loadout catalog

Demand and workflow source

Apollo Lead Enrichment for AI Agents

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