intermediate / 25 minutes

AI Cold Email Workflow

Build a first outreach draft that names what is observed, what is unknown and why the message may be relevant.

Result: A concise outreach draft with a genuine reason to contact the person, a narrow ask and no invented personal detail.

Jump to prompt ↓

5 steps to a reviewable draft

  1. 01

    Set a legitimate reason to write

    State the specific public signal or referral that justifies contact, then discard a message if no such reason exists.

    Result: A clear outreach premise or a decision not to send.

  2. 02

    Record observed details

    Keep source text, URLs and dates separate from guesses about the recipient's priorities.

    Result: A short source record with unknowns visible.

  3. 03

    Draft one first-touch email

    Ask for a brief email that cites only the supplied context and makes one modest request.

    Result: A bounded email draft with no pretend familiarity.

    Your prompt

    Draft a cold email using only this permitted research: {{source_notes}}. Recipient role: {{recipient_role}}. Reason to write: {{reason}}. Offer or question: {{ask}}. Write a subject line and a plain-text email under 120 words. If the source does not support personalization, use a general role-based opening. Do not invent achievements, tools, priorities, mutual contacts or urgency.
    Example input

    Recipient leads operations; a public job post mentions weekly reporting. Ask whether manual reporting is still a live issue.

    Example output

    Subject: Weekly reporting at [Company]. I saw the operations opening mention weekly reporting. Is reducing that work on your team's list this quarter?

  4. 04

    Check relevance and consent boundaries

    Confirm that the source is permitted, the claim is supported and the ask fits the recipient's role.

    Result: A message the sender can defend line by line.

  5. 05

    Send or stop

    Personalize the final details manually, choose the approved sending channel or decide that no email should go out.

    Result: A reviewed first-touch message or a documented no-send decision.

What a finished draft should contain

A short email that makes one evidence-backed connection and leaves room for the recipient to decline.

What this process cannot decide

  • Public research can be stale or misleading
  • AI cannot determine lawful contact grounds or sender reputation.

Privacy choices

Analytics

Analytics helps us understand which guides and WexAI app links are useful. It never includes prompt text or tool input.