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Outreach & pipelines

AI Agents for Sales Outreach and Pipeline Follow-Up

Sales, partnership and recruiting teams use Kylon to research contacts, send tailored outreach and keep follow-up visible. A DTC brand used agents, workflows and a Database App to research creators, enrich contact data and personalize outreach. A hospitality company scored replies and routed leads, and trade show teams route badge scans to the right owner. People review follow-up before it goes out.

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Outreach & pipelines use cases

Before: New booking: Fri 2pm, Re: what's the scope?, call recap unread, voice memo 14:02, proposal_v2 (draft). With Kylon: Booking to signed deal in one Room. Drafted prep note, recap and proposal. Workflow tools: Cal.com, Gmail, Google Calendar, Read AI, Plaud.

From Customer Inquiry to Closed Deal

Research, prep note, recap and proposal drafted for each booking.

  • Cal.com
  • Gmail
  • Google Calendar
  • Read AI
  • Plaud

Before: 1,000 to email today, Re: group rates?, call notes: who?, hot lead, unread, OOO reply x40. With Kylon: 12 meetings booked from one send. Scored 214 replies by intent. Workflow tools: Gmail, Outlook, Fathom.

How a US Hospitality Firm Built an AI Sales Pipeline with Kylon

Agents run 1,000-contact outreach, score replies and route leads.

  • HubSpot
  • Apollo
  • Cloudbeds
  • Fathom
  • Calendly
  • Gmail
  • Outlook
  • Slack

Before: resume_final2.pdf, Re: still keen?, interview: TBD, 47 unread applicants, which role is this?. With Kylon: 12 interviews booked this week. Scored 47 resumes vs roles. Workflow tools: Gmail, Outlook, Google Calendar.

How an AI Startup Automated Talent Sourcing with Kylon

Resumes parsed, candidates scored and outreach managed from one room.

  • Greenhouse
  • LinkedIn
  • Airtable
  • Google Calendar
  • Gmail
  • Outlook
  • Slack

Before: Re: rates for reels?, DM unread 6 days, no email in bio, who emailed her?, email bounced (2). With Kylon: 38 creators said yes this month. Sent 500 personalized pitches. Workflow tools: Gmail, Outlook, TikTok, Instagram, YouTube, LinkedIn, X (Twitter).

Scaling Influencer Outreach to 500+ Creators

Agents research creators and send personalized outreach at scale.

  • TikTok
  • Instagram
  • YouTube
  • Kalodata
  • Apollo
  • Airtable
  • Shopify
  • Gmail
  • Slack

Before: Re: Re: pricing?, FW: contract redline, who owns Acme?, last touch: 23 days, no reply since Tue. With Kylon: 9 quiet deals back in motion. Queued 9 reviewed follow-ups. Workflow tools: Gmail, Outlook, Slack, HubSpot.

How a Sales Team Turned Email Into a Managed Pipeline

Agents keep deals, mail and next steps in one sales record.

  • HubSpot
  • Salesforce
  • Gong
  • Calendly
  • Outlook
  • Gmail
  • Slack
  • Google Drive

Before: Re: joint plan v2?, FW: reg'd deal?, who owns Nimbus?, partner MDF form, Re: Re: co-sell call. With Kylon: $120k co-sell pipeline moving. Logged 11 joint opportunities. Workflow tools: Gmail, Outlook.

How a Team Ran Partner CRM and Co-Selling in One Workspace

Partner contacts, shared deals and joint plans in one place.

  • HubSpot
  • Salesforce
  • Pipedrive
  • Notion
  • DocuSign
  • Outlook
  • Gmail
  • Slack

Before: Re: job order update, client: any CVs yet?, CV_Tanaka_v3.docx, slot clash 2pm, Re: Re: feedback?. With Kylon: 3 placements closed this month. Booked 8 client interviews. Workflow tools: Outlook, Gmail, Google Drive, Google Calendar.

Recruiting Firms: Less Admin Between the Job Order and the Placement

Intake, submittals and scheduling handled with recruiter approval.

  • Lever
  • LinkedIn
  • Airtable
  • Google Calendar
  • Outlook
  • Gmail
  • Google Drive

Before: 32 scans, no owner, unsubscribed?, Re: booth follow-up, SDR slots: none, who got Acme badge?. With Kylon: 12 booth leads in SDR calls. Routed 22 scans by the rules. Workflow tools: Gmail, Google Calendar, Google Drive, Mailchimp, Pipedrive, Slack.

Trade Show Lead Routing: Badge Scans Routed to the Right Owner Within the Week

Agents route badge scans to owners and drop duplicates.

  • Pipedrive
  • HubSpot
  • Mailchimp
  • Salesforce
  • Calendly
  • Google Calendar
  • Gmail
  • Slack

Questions teams ask

Can AI agents run personalized outreach at scale?
Yes. A DTC brand's partnership team used Kylon agents, workflows and a Database App to research creators, enrich contact data, personalize outreach and manage every follow-up across 500+ creators. Each contact's status lives in the database, so the team can see who was contacted, who replied and what comes next.
How are replies and leads handled?
Agents read replies, score them and route each lead to the right owner. A US hospitality company used this for outreach to 1,000 contacts. For trade shows, agents route booth leads under ordered rules, clear duplicates and partner claims, and the SDR manager approves every routing write and follow-up slot.
Do the agents email prospects without review?
Follow-up is human-reviewed. Agents research, personalize and draft, and a person approves what goes to a client or candidate. Recruiters approve everything a client or candidate sees, partner communication is reviewed before it is sent, and the SDR manager approves every trade show routing write and follow-up slot.
Where should a team start?
Start with one list and one database: the creators, partners or leads you are already contacting. Build a Database App for contacts and status, let agents research and enrich each record, then add personalized drafts and follow-up. Starting with one list makes it easy to check research quality before scaling.