HubSpot describes a prospecting agent whose drafted emails wait for the sender's approval

The task

The vendor frames the work as building a sales pipeline without hours of manual research: noticing which companies show signs of being ready to buy, for example news about funding or a product launch, or visits to pages the team cares about, then finding the right people at those companies and writing outreach that fits each of them. The page is written for sales teams that already keep their contacts, calls, meetings and notes in HubSpot.

What they did

The page describes plays, which are sets of instructions for how the agent researches and writes. For each play a team chooses the buying signals to watch, a daily limit on new contact suggestions and the selling context, such as what the company sells and which problems it solves. The agent can decide the steps of the outreach itself within a set maximum number of emails and minimum days between them, or follow a sequence the team configures. Guardrails set the sender, the writing tone and the time of day emails go out. In the list of monitored companies, a rep sees suggested contacts, the signals found and the reasons to reach out. Before starting outreach for a contact, the rep can read the drafted emails, regenerate one or all of them, edit the text and then start. Contacts can also be enrolled automatically, for example after a form is submitted or a contact is added to a list.

Where the approval sits

On the Automation tab of each play, the team picks one of two settings. With review on, each message waits for review and approval before it goes out, and the assigned sender gets an in-app notification or a daily email when a draft is ready. With review off, the agent sends on its own within the outreach settings. Changes to a play are confirmed in a review step and apply only to contacts enrolled afterwards.

Worth knowing

The source is a help article written by the vendor. It describes how to set the feature up and reports no results from any team. The page says the agent uses paid HubSpot credits for each lead it writes outreach for, and that setting it up needs specific user permissions and certain AI data settings turned on. Review is a setting per play, not a fixed rule, so a team that switches it off loses the check before sending. Edits to a play do not change outreach already running for enrolled contacts.

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