# Draft outreach from your CRM

Returns: A sourced draft, approval in Slack. Starts: from your code.

For each prospect, an agent researches the company, saves a sourced first message in your CRM and asks you in Slack to approve it. A person sends it.

## Best for

- Founders and small sales teams writing first messages by hand
- A CRM in Notion that the agent can search and write to

## Uses

- A Notion connection (an MCP server)
- Your Slack sign-in
- A saved agent with the outreach brief and both connections

## The request

`POST /o/{org}/sessions`

```json
{
  "agent_id": "7d2e…",
  "input": "Research Acme Robotics (acme-robotics.example) and draft a first message. Save it as a new row in the Companies database."
}
```

## While it works

Live stream events (`GET /o/{org}/sessions/{session}/events`):

- `tool_use`: notion · search: Companies
- `tool_use`: browser · acme-robotics.example/about
- `thinking`: They opened a second plant in May; that is the hook.
- `tool_use`: notion · create page in Companies
- `tool_use`: slack · message to you: approve and send?
- `message`: Drafted, with 4 sources. Awaiting your approval in Slack.

## What comes back

- `status`: completed
- `result`: Row created: fit, hook and source, email, LinkedIn note, status Drafted
- `total_cost_usd`: 3.90

## Steps

1. **Connect Notion and Slack.** Add the Notion MCP server and sign in to Slack once. The Slack message goes out with your own sign-in, as you, to you; there is no Rush bot.
2. **Save the agent.** Save an agent with the outreach brief and `connections` naming both. Tell the brief to fill the CRM's existing columns and never add or change a column or an option.
3. **Send one prospect.** `POST /o/{org}/sessions` with the agent's `agent_id` and the prospect in `input`, one call per prospect. A `schedule` trigger over new CRM rows works the same way.
4. **Approve in Slack.** Read the draft and its sources in the CRM row, then approve. A person sends the message; the agent only drafts it.

Field names are the API's; the values are an example.