Outreach drafts with a company register check and do not email list
For each lead with an email address the agent checks the UK company register first and only drafts for an active limited company, marking sole traders for a call instead. Drafts wait on a review page where you edit, test, approve or reject, and approved emails go out slowly from your own mailbox with an unsubscribe link.
What it does
- Checks the company register and marks sole traders and partnerships for a call, not an email
- Checks the do not email list before drafting and again before sending
- Writes a short email and parks it on a review page
- Sends approved emails one at a time, 20 seconds apart, at most 40 a day
- Adds an unsubscribe link and header to every email and honours it permanently
Your approval boundaries
Approval requiredThese actions always wait for your yes:
- Every email, which must be approved on the review page before it sends
- Adding or removing anyone from the do not email list
- Raising the daily send cap
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 checks the company register and marks sole traders and partnerships for a call, not an email. Next, it checks the do not email list before drafting and again before sending. Then it writes a short email and parks it on a review page. After that, it sends approved emails one at a time, 20 seconds apart, at most 40 a day. Finally, it adds an unsubscribe link and header to every email and honours it permanently. It works with your CRM, email and web fetch, 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 every email, which must be approved on the review page before it sends, adding or removing anyone from the do not email list and raising the daily send cap, and says plainly if a step cannot be undone.
“every email still needs approving”
Explore required tools and model recommendations
Tools and access
HubSpot CRM
Handles the crm part of this job. Grant read scopes, plus notes write.
API required: Yes. Needs a HubSpot private app or OAuth app with the CRM scopes you choose.
Gmail
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.
Web fetch
Handles the web fetch part of this job. Grant public pages, no logged-in sessions.
API required: No. Built into most agent harnesses. It reads public pages with no login.
No sign-up needed
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
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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.
- 1Connect HubSpot CRM with its own login, not yours. Grant read scopes, plus notes write.
- 2Connect Gmail with its own login, not yours. Grant read-only plus compose (drafts) scopes.
- 3Set up Web fetch. Keep it to public pages, no logged-in sessions.
- 4Paste the prompt where your harness takes instructions. See the note under the Copy button.
- 5Do 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.
- 6Read 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: every email, which must be approved on the review page before it sends, adding or removing anyone from the do not email list, raising the daily send cap.
Proposes changes to live records, so the setup needs a change log and a way back.
Runs on its own login across 3 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: Cut it down from 3 connected tools to the 2 it needs most, each with its own limited login instead of your full account +2
Do all of these to reach 89, up from 78.
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/outreach-drafts-with-a-company-register-check-and-do-not-email-list)<a href="https://trustcase.dev/use-cases/outreach-drafts-with-a-company-register-check-and-do-not-email-list"><img src="https://trustcase.dev/badge/outreach-drafts-with-a-company-register-check-and-do-not-email-list.svg" alt="Trustcase trust score for Outreach drafts with a company register check and do not email list" height="20"></a>More sales workflows
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