Sales automation / AI orchestration
Sales Playbook Launcher
Pick an AI playbook, and personalized email sequences launch into your CRM at scale.
Live demo — click around
Interactive prototype with representative sample data.
The challenge
Running a targeted outbound campaign usually means stitching three tools together by hand: pulling a prospect list out of a sales-intelligence platform, filtering it down to the right segment, hand-writing outreach for each contact, and loading everything into a CRM one sequence at a time. It is slow, error-prone, and it does not tell you what failed halfway through a batch.
Our approach
Sales Playbook Launcher collapses that whole chain into one guided flow. A user selects an AI "playbook" (a targeted campaign), the system auto-pulls matching prospects from a sales-intelligence source, filters by segment and properties, then generates a personalized multi-email sequence per prospect and launches them into the CRM in reliable batches. It shows a credit estimate and contact preview before anything runs, then streams live progress and per-contact failures as the batch executes.
How it works
Choose a playbook
Each playbook is a targeted campaign template with a visible per-contact credit cost, so the user knows what a launch will consume before committing.
Auto-pull and filter prospects
The system queries a sales-intelligence REST API for matching prospects, then narrows the set by segment and contact properties. A segment reset clears filters to start over.
Preview and estimate
Before launch, the user sees a contact preview plus a credit estimate derived from the playbook cost and the filtered contact count, so there are no surprise charges.
Generate personalized sequences
For each prospect, the system generates a personalized multi-email sequence, running generation as a batch so per-contact work happens independently rather than as one monolithic job.
Launch into the CRM at scale
Sequences are queued through SQS for reliable, retriable delivery and pushed into the CRM via its REST API, with DynamoDB tracking the state of each contact.
Watch live progress and failures
The UI polls launch status and fills in a per-contact status list as work completes, surfacing successes and failures individually instead of a single pass/fail at the end.
Tech stack
Results
The system turns a multi-tool, manual outbound workflow into a single guided launch: select a playbook, preview cost and contacts, and fire personalized sequences into the CRM with reliable batching and live per-contact status. Because launches run through an SQS-backed queue with DynamoDB state, a partial failure reports exactly which contacts did not go through rather than forcing a blind re-run of the whole batch.
Prospects processed per launch
Time saved vs. manual outbound
Email sequences generated
Launch success rate
Credits consumed per campaign
Metrics to be populated with the project owner’s real figures.
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