Use case · Outbound
Build outbound sequences from the rows you already use
Outbound is a row-based workflow: account, contact, signal, message, status, follow-up, result. Sheetlane keeps that workflow in one grid so personalization, approval, and execution don't drift across tools.
- AI columns for touch 1, follow-up, and breakup copy
- Subject line variants and CTA options per row
- Approval flow before any row sends
- Schedule batches by status and timezone
Workflow
- 01
Start with a lead or account list
Imported, pasted, or applied from the lead enrichment template.
- 02
Enrich each row
Use AI columns for research and integrated columns for CRM context.
- 03
Generate first email and follow-ups
Separate AI columns for touch 1, touch 2, touch 3, and breakup copy.
- 04
Review and approve
Status column flips to Approved once a teammate signs off.
- 05
Send or create tasks
Action columns execute outreach or push next-step tasks.
- 06
Track replies and next steps
Status, reply, and next-step columns close the loop.
Frequently asked questions
Can Sheetlane write multiple follow-up emails?
Yes. Create separate AI columns for touch 1, touch 2, touch 3, and breakup copy. Each has its own prompt that references the same row context.
Can I schedule outreach batches?
Yes. Action columns can be scheduled to run on a cadence with status conditions controlling which rows are eligible.
Related reads
Use the outbound template
Start with a blank spreadsheet, import a file, or apply a template. Connect tools when you are ready to take action.