Share
Explore

icon picker
AI Powered Lead Outreach

Effortlessly turbocharge your top of funnel outreach using Coda AI
Ever found yourself stuck on how to get that first introduction email just right? We've all been there, haven't we?
Start saving time on your customer intake, let Coda AI generate a personalized introduction email to kickoff your relationship with the customer. The process is plug and play with your customer intake form, just feed your data into the
Leads
⁠
table, and answer a few simple questions about your company in
Company Info
⁠
.

info

First, An Introduction!

Coda AI may feel like ✨ magic ✨ but it still needs some context to help you as best as possible. Below is a table with few different questions with example answers. Answer these questions so that Coda AI can have more context to feed the prompts. The more specific the better!
⁠
Clear Answers
⁠
⁠
Company Info
0
⁠
sparkling

Let AI help you prep for calls

The table below is designed to hold whatever leads you have coming through your CRM or a form that you have set up. Your AI assistant will categorize, prep your talking points, and write your initial outreach email.
Note: You can use Coda’s built in
forms
⁠
for this, or even
webhooks
⁠
from whatever tool you already use.
⁠
Clear Sample Leads
⁠
⁠
Leads
0
Status
First Name
Last Name
Business email
Phone Number
Company Name
Company Size
Job title
Free Response
AI Email ✨
1
Reached Out (Email)
John
Doe
123-456-7890
ABC Tech Inc.
200 - 500
CTO
Open
Open
2
Not started
Jane
Smith
456-789-0123
XY Corp
500 - 1000
Director of HR
Open
Open
3
Not started
Michael
Brown
789-012-3456
DEF Global
1000+
Developer
Open
Open
4
Not started
Linda
Johnson
012-345-6789
JKL Industries
500 - 1000
Project Manager
Open
Open
5
Not started
Robert
Garcia
345-678-9012
MNOP Enterprise
1000+
Head of Operations
Open
Open
6
Not started
Susan
Wilson
678-901-2345
QRS Transport
200 - 500
Consultant
Open
Open
7
Not started
David
Anderson
901-234-5678
STU Media
200 - 500
CEO
Open
Open
8
Not started
Elizabeth
Taylor
234-567-8901
VWX Retail
1000+
Director of Innovation
Open
Open
9
Won't Do
Nunya
Bussiness
555-555-5555
N/A
<25
Person
Open
Open
There are no rows in this table
⁠
















First, An Introduction!
Company Info
Let AI help you prep for calls
Leads
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.