Cold Email Sequence Workflow – Research, Draft, Review

# Title: Cold Email Sequence Workflow – Research, Draft, Review
#
# Public workflow: research one outreach target group from live sources, draft a
# short multi-touch sequence that cites only that research, then have a SEPARATE
# critic check every claim against the research, the length and ask rules, and
# the compliance flags, sending the drafter back once if anything fails.
# Drafts only; nothing is sent. Public roles only.

name        = "outreach"
description = "Builds a cold email sequence from live target research, then reviews drafts for sourced claims, brevity, one soft ask, and compliance flags in a bounded critique loop. Delivers follow-up email drafts with any unresolved findings. Never sends."

# ── 1. Research ──────────────────────────────────────────────────────────────
[[steps]]
name    = "research"
role    = "sales:outbound"
session = "fresh"
prompt  = """
Research the outreach brief below using live web sources only.

<brief>
{{input}}
</brief>

Produce a research dossier:
1. Target and goal, restated in one line. Note any missing input as a gap; do not guess it.
2. For each target (up to 5): who they are, one specific recent, checkable signal, a source URL for every fact, and the best contact route they publish themselves.
3. The strongest angle for each target and why it matters to them.
4. Risks: jurisdiction of the recipient, consent or opt-out concerns, regulated-sector concerns, and anything unverified.

Mark any fact you could not verify as Unverified. Never invent a name, number, quote, or source.

Output only the dossier — no preamble.
"""

# ── 2. Draft and critique ────────────────────────────────────────────────────
[[steps]]
name           = "sequence"
loop           = true
max_iterations = 2
exit_when      = { output = "critic", matches = '(?m)^VERDICT: APPROVED' }

  [[steps.run]]
  name    = "drafter"
  role    = "sales:outbound"
  session = "continue"
  prompt  = """
Draft the outreach sequence for each target in the dossier below.

Rules:
- Per target: 3 touches at most, each under 100 words, plain text, a subject line, one soft ask.
- Line one of the first touch cites that target's specific signal from the dossier.
- Every fact must come from the dossier. Anything marked Unverified is excluded or flagged.
- Each follow-up adds a new angle; stop after the last touch.
- Include an opt-out line and sender identity placeholder where the recipient jurisdiction requires it.
- No spam trigger words, no false urgency, no invented mutual contacts.

On a later iteration you will receive the critic's findings: fix exactly the flagged items and change nothing else.

<dossier>
{{research}}
</dossier>

Output only the sequence drafts — no preamble.
"""

  [[steps.run]]
  name    = "critic"
  role    = "sales:outbound"
  session = "fresh"
  prompt  = """
You are an independent critic in a fresh session. You did not write these drafts. Check them against the dossier, never from memory.

<dossier>
{{research}}
</dossier>

<drafts>
{{drafter}}
</drafts>

Rubric, in order:
1. Every fact in a draft appears in the dossier with a source. Invented or Unverified facts are failures.
2. Each touch is under 100 words, has one soft ask, and no spam trigger words or false urgency.
3. First touch line one cites a real, specific signal for that target.
4. Opt-out and identity are present where the dossier's jurisdiction notes require them.
5. Each follow-up adds a new angle.

List each failing item with the exact fix needed — this goes straight to the drafter. If every item passes, approve; do not invent new criteria.

Critique first, then end with exactly one line: VERDICT: APPROVED or VERDICT: REVISE. Nothing after it.
"""

# ── 3. Deliver ───────────────────────────────────────────────────────────────
[[steps]]
name    = "deliver"
role    = "sales:outbound"
session = "fresh"
prompt  = """
The critique loop is finished. Output the drafts below verbatim and whole, with no edits of your own. If the final critique does not end in `VERDICT: APPROVED`, put one line above them — `Unverified: the critic still flagged items; recheck these before sending:` — followed by the critic's remaining findings as a short list. If it does, add nothing above the drafts. Add one closing line: `Drafts only — nothing has been sent; confirm recipient jurisdiction and consent with counsel before scaling.`

<drafts>
{{drafter}}
</drafts>

<final_critique>
{{critic}}
</final_critique>
"""