Sales Engine Official

Salesv1.0.013 components

A complete outbound-to-pipeline sales engine for a small team. Define your ideal customer profile once in the ICP Profiles table and paste your product details into the Product Knowledge Base, then Sasha, your AI SDR, discovers and vets target accounts, enriches prospects, researches companies, scores leads, and drafts outreach, all grounded in your data. Inbound leads and your deal pipeline live in tables the founder can watch. Automations included: new prospects are auto-enriched on arrival, and an optional daily discovery run finds fresh accounts from your Active ICP. Requires an LLM provider plus the Apollo, Serper, Exa, and Google Search connectors. Replace the sample knowledge base content and the example ICP row with your own.

Installs in about 20 min, verified with a smoke test.

Install this pack How the install works

What this department handles

The everyday work this pack takes off your plate, drawn straight from its blueprint.

Target Account Discovery

AI identifies and vets ideal customer profiles quickly

Lead Enrichment Automation

Automatically enrich new prospects upon arrival

Outreach Drafting

AI drafts personalized outreach messages for leads

Daily Account Discovery

Find fresh accounts with automated daily runs

How the pack is wired

One named coworker, the agents it orchestrates, and the data, knowledge, and tools underneath. This is the real manifest, not a mockup.

AI EmployeeSasha coordinator
AgentsLead Scorer (ICP Fit)Outreach Email DrafterPipeline Risk and DigestAccount Discovery to TableProspect Enrichment to TableAccount Research and Brief
Data & KnowledgeICP Profiles read/writeTarget Accounts read/writeProspects read/writeLeads read/writeSales Pipeline read/writeProduct Knowledge Base RAG
ToolsExaGoogle SearchApolloSerper

The employee routes each request to the right worker. Agents read and write the tables, ground answers in the knowledge bases, and act through your connected tools. Every write is gated and traced.

The full blueprint

Every agent's tasks, every table's schema, every trigger. Read it all before you sign in.

Sasha

Practical, proactive, and honest. Friendly but efficient. Writes like a sharp human SDR, not a bot. Leads with the result and keeps things skimmable.

6 agents · 5 tables · 1 KBs
Lead Scorer (ICP Fit)
Sales qualification analyst who scores leads against an ideal customer profile.
2 tasks · 2 in

Scores a lead or prospect for fit against the ICP, with a tier and rationale.

  1. 01Compare the lead {{leadDetails}} against the ideal customer profile {{icpDefinition}}. Assess fit across industry, company size, geography, persona or title, and any buying signals present. Note where the lead matches and where it does not.Output: A short assessment of matches and mismatches across the fit dimensions.
  2. 02Produce a fit score from 0 to 100, a tier (High for 70 and above, Medium for 40 to 69, Low for below 40), a one to two line rationale, and the single biggest gap or risk.Output: A readable result with clear labels: Score, Tier, Rationale, and Biggest gap. Never output JSON or code blocks.
Outreach Email Drafter
SDR copywriter who drafts personalized first-touch outreach grounded in the product knowledge base.
2 tasks · 2 in

Drafts a concise, personalized cold email plus a follow-up, grounded in the product knowledge base.

  1. 01Read the prospect context {{prospectContext}} and the goal {{goal}} if given. Search the Product Knowledge Base for the most relevant value points, positioning, and proof for this prospect. Do not use any product claim that is not supported by the knowledge base.Output: A short list of the specific value points and any proof to use for this prospect, drawn from the knowledge base.
  2. 02Draft a first-touch cold email: a short subject line and a body of about 90 to 130 words that opens with a specific, relevant hook about the prospect, ties to one or two value points from the knowledge base, and ends with a low-friction call to action. Then draft one brief follow-up message for a few days later. Keep it human and specific, not generic. Do not claim anything was sent.Output: A readable draft with clear labels: Subject, Email body, and Follow-up. Plain prose, never JSON or code blocks.
Pipeline Risk and Digest
Revenue operations analyst who reviews the pipeline and flags risk.
2 tasks

Reads the Sales Pipeline and produces a prioritized digest of totals and at-risk deals with recovery actions.

Sales Pipeline
  1. 01Read all rows from the Sales Pipeline table. Identify at-risk open deals using these signals: no recent activity (stale Last Activity), a Close Date that is in the past or very near while the Stage is not Closed Won or Closed Lost, or a low Win Probability. Ignore deals already Closed Won or Closed Lost for the risk list.Output: An internal list of the at-risk deals with the reason each is flagged.
  2. 02Produce a prioritized digest: first a short summary with the count and total value of open deals and a breakdown by stage, then the at-risk deals ordered by amount (highest first), each with the deal name, account, amount, why it is at risk, and a recommended recovery action.Output: A readable digest using headings and bullet points, with dollar amounts. Lead with the summary, then the at-risk list. Never output JSON or raw rows.
Account Discovery to Table
B2B account researcher who finds and vets companies against an ideal customer profile.
3 tasks · 2 in

Discovers companies matching the ICP, confirms them with Apollo, and writes vetted accounts to the Target Accounts table.

Target AccountsApolloSerperExaGoogle Search
  1. 01Using the ideal customer profile {{icpDefinition}}, run at most 3 to 5 web searches to find real companies that match. Target about {{numberOfAccounts}} companies (default to 10 if not provided). Compile a candidate list with company name and best-guess domain. Do not invent companies.Output: A candidate list of company names with domains.
  2. 02For each candidate, use Apollo organization enrichment by domain to confirm industry, employee count, and headquarters. Drop any company that cannot be confirmed or that clearly falls outside the ICP (for example wrong size, wrong industry, or on the exclusions list).Output: A confirmed list with industry, employee count, and headquarters for each surviving company.
  3. 03Score each confirmed company from 0 to 100 for ICP fit with a one-line rationale. Then write the vetted companies as new rows in the Target Accounts table with Account Name, Domain, Industry, Employee Count, Headquarters, Fit Score, Fit Rationale, Status set to New, and Discovered On set to today. Write at most 15 rows to stay within limits.Output: Confirmation that rows were written, then a short readable summary using headings and bullet points: how many accounts were added and the top few by fit score with their rationale. Never output JSON or raw data.
Prospect Enrichment to Table
Sales data specialist who enriches prospect records from Apollo.
3 tasks · 1 in

Reads Pending prospects, enriches them via Apollo, and writes back title, seniority, department, company details, and on-file flags.

ProspectsApollo
  1. 01Read rows from the Prospects table whose Enrichment Status is Pending. Take at most {{maxToProcess}} of them (default to 4 if not provided) to stay within limits.Output: The list of pending prospects to enrich this run, with their name and company.
  2. 02For each selected prospect, use Apollo people matching (with reveal flags off) and organization enrichment to confirm the person and gather Title, Seniority, Department, LinkedIn URL, and company details. Determine only whether an email and a phone are on file as Yes or No. Never retrieve or store the actual email address or phone number.Output: For each prospect, the confirmed professional details plus Email On File and Phone On File as Yes or No.
  3. 03Update each prospect row in the Prospects table with the gathered Title, Seniority, Department, LinkedIn URL, company details, Email On File, and Phone On File, and set Enrichment Status to Enriched. If a prospect could not be confirmed, set Enrichment Status to Not Found and leave a short note.Output: Confirmation of which rows were updated, then a short readable summary using headings and bullet points: how many were Enriched and how many Not Found. Never output JSON or raw data.
Account Research and Brief
Account researcher who produces pre-outreach company briefs.
2 tasks · 2 in

Researches a named company and returns a short brief: what they do, size, location, recent signals, and a suggested outreach angle.

ApolloSerperExa
  1. 01Research the company {{companyName}} (domain {{companyDomain}} if provided). Use Apollo organization enrichment for firmographics (industry, size, headquarters) and web search for recent signals such as funding, launches, hiring, or leadership changes. Use only what the tools return; do not invent.Output: Raw confirmed facts: firmographics and any recent signals found, with a note on anything that could not be confirmed.
  2. 02Write a concise brief for a rep: what the company does, rough size and location, any notable recent signals, a short read on why they might be a fit, and one suggested outreach angle. If the company could not be confirmed, say so plainly.Output: A short, readable brief using headings and bullet points. Never output JSON or raw data.
ICP Profiles
Your Ideal Customer Profiles, one row per ICP. The daily lead discovery automation reads the row whose Status is Active and uses its ICP Definition. Edit the example row or add your own.
9 cols
ICP Name textStatus selectICP Definition textTarget Industries textCompany Size Range textGeographies textKey Personas textExclusions textNotes text
Target Accounts
Companies discovered and vetted against the Active ICP. Written by the Account Discovery agent. The founder can filter by industry, size, and fit score.
9 cols
Account Name textDomain textIndustry textEmployee Count numberHeadquarters textFit Score numberFit Rationale textStatus selectDiscovered On date
Prospects
Prospect contacts to enrich and work. Rows start as Pending with a name and company; the Prospect Enrichment agent fills in title, seniority, department, and on-file flags and marks them Enriched or Not Found. Privacy: only Yes/No flags for email and phone, never the actual values.
12 cols
Full Name textCompany textDomain textTitle textSeniority textDepartment textLinkedIn URL textEmail On File selectPhone On File selectEnrichment Status selectLead Score numberNotes text
Leads
Inbound leads captured from the website or other channels. The founder can see new leads, their status, and where they came from.
10 cols
Name textEmail emailCompany textInterest textPlan Interest selectTeam Size numberQualification Notes textStatus selectSource textCaptured On date
Sales Pipeline
Open and recent deals. The founder watches new deals, stage, amount, and close dates here. The Pipeline Risk agent reads it to flag stalled or at-risk deals.
10 cols
Deal Name textAccount textStage selectAmount numberClose Date dateOwner textNext Step textLast Activity dateWin Probability numberNotes text
Product Knowledge Base

Your company's product, pricing, positioning, and security knowledge. Replace the placeholder content with your own. Read by the sales agents and the SDR employee so outreach and answers are accurate and never invented.

2 sources

How the install works

  1. Overview. You see the entire department before anything is created: every component, every tool it needs connected.
  2. Setup questions. A few plain-language choices set your sources, limits, and approval gates, so the department arrives configured for your rules, not defaults.
  3. Conflicts. Nothing in your workspace gets clobbered: anything that already exists, you keep, rename, or replace.
  4. Install. Tables → knowledge → agents → wiring → employee, in dependency order, ending in a smoke test that proves it works.
  5. Done. A working department, not a project plan. Open your new coworker and assign the first task.

Setup asks the governance question before anything runs: for example, should the employee require human approval before sending external emails?

Built on

Connects to

ExaGoogle SearchApolloSerper

Governance defaults

  • Per-table Read / Create / Update / Delete grants, Delete off by default
  • Approval gates on external writes (email, records) until you loosen them
  • Budget ceiling and run-trace on every component

More like this

All packs