Approved cold invite writer
Finds people who fit an invite list, reads their own work, and drafts a short personal invite for each. A person approves every invite before anything goes out.
What it does
- Searches for people who match your list
- Reads their recent work
- Drafts a personal invite that cites it
- Queues ten drafts a day for review
Your approval boundaries
Approval requiredThese actions always wait for your yes:
- Sending any invite
- Following up after a no
You decide what happens next.
More about this workflow
This setup is for founders and small sales teams who want more time for real conversations. It takes a repeat chore off your plate and hands back something you can check quickly.
First, it searches for people who match your list. Next, it reads their recent work. Then it drafts a personal invite that cites it. Finally, it queues ten drafts a day for review. It works with your web search and email, each on its own login with limited access.
You get the prep work done and waiting for you. The agent stops and asks for your yes before sending any invite and following up after a no, and says plainly if a step cannot be undone.
“A human approves every one.”
Explore required tools and model recommendations
Tools and access
Web search
Handles the web search part of this job. Grant public search results only.
API required: Optional. Built into most agent harnesses. A standalone search API needs its own key.
No sign-up neededGmail
Handles the email part of this job. Grant read-only plus compose (drafts) scopes.
API required: Yes. Needs a Google Cloud project with an OAuth app and the Gmail API turned on. The agent signs in through OAuth with only the scopes you pick.
Official links only. Not sponsored, no affiliate links.
Model recommendations
Best pick
Claude Sonnet 5.5
Good balance of speed and quality for briefs and drafts.
$2 per million input tokens, $10 per million output tokens.
Anthropic docs as of October 11, 2026
Cheaper backup
GPT-6 Luna
Very low cost per token for simple research summaries.
$0.10 per million input tokens, $0.50 per million output tokens, for prompts up to 272K tokens.
OpenAI docs as of October 11, 2026
Our own picks. Not sponsored, no affiliate links.
Build your prompt
Add your details, then copy the prompt into your tool.
2Your prompt
4 of 4 still emptyYour answers stay in this browser only.
Run your workflow
Connect your tools with only the access this setup needs, then follow these steps.
Steps
Do these in order. Test on old data before it touches live work.
- 1Set up Web search. Keep it to public search results only.
- 2Connect Gmail with its own login, not yours. Grant read-only plus compose (drafts) scopes.
- 3Paste the prompt where your harness takes instructions. See the note under the Copy button.
- 4Do a dry run on old or test data first. Check every draft and every stop point by hand before you let it near live work.
- 5Read its log after the first real run. Only widen access once a week of runs looks clean.
Safeguards and trust score
The score describes this example setup’s access, approval boundaries, ability to undo changes, and scope.
Can draft things that send or spend, so it sits close to risky actions.
Waits for a yes on: sending any invite, following up after a no.
Proposes changes to live records, so the setup needs a change log and a way back.
Runs on its own login across 2 tools. Fewer connections means a smaller blast radius.
How to raise it
- Access: Take away its ability to send, post or spend. Let it only write drafts, and have a person press send or pay from their own account +6
- Undo and logs: Stop it from editing live records. Have it write the change as a proposal you apply, and keep a log of every change with a way to roll it back +3
- Scope: Run it on one tool only, with its own login that can see just what this job needs +2
Do all of these to reach 91, up from 80.
Want help getting there? Get an AI Trust Audit from Pixeldesigns
Reviewed by Trustcase (example setup). How scoring works
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[](https://trustcase.dev/use-cases/approved-cold-invite-writer)<a href="https://trustcase.dev/use-cases/approved-cold-invite-writer"><img src="https://trustcase.dev/badge/approved-cold-invite-writer.svg" alt="Trustcase trust score for Approved cold invite writer" height="20"></a>More sales workflows
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