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Run5 steps60 min setup, ongoing ~15 min/week to drop the CSV + review drafts

Outbound prospect research and sequence agent

A weekly agent-automated outbound batch where 10-30 researched prospects, personalized 3-step sequences, and CRM contacts all land in Dock + the CRM before Monday standup, with the rep reviewing and sending from their own email client.

A weekly agent-automated outbound batch where 10-30 researched prospects

A weekly agent-automated outbound batch where 10-30 researched prospects, personalized 3-step sequences, and CRM contacts all land in Dock + the CRM before Monday standup, with the rep reviewing and sending from their own email client.

Spin up an agent for the heavy lifting

Reads prospects.csv every Monday at 7 AM, runs web research + Apollo enrichment per account, drafts a 3-step email sequence per prospect, creates CRM contact, writes one Prospects row per account. Skips already-processed companies via processed.json. Never sends an email on its own.

5 steps, 0 official links, 2 agent prompts

Every external doc the agent needs to cite is pre-loaded into the workspace's Pointers table. No hunting for the right URL mid-draft.

What's inside

Pre-loaded so day one is execution.

4Surfaces
5Steps
2Agent prompts
6Tools mapped
Surfaces
  • tableProspects
  • docSetup guide
  • docActivity log
  • docStatus
How the loop works

Your agent works. Dock shows you what happened.

Open this template and you get a workspace seeded with an agent prompt. Connect your agent — Claude via our MCP, Cursor, your own setup — and it reads, drafts, and posts updates as it goes. You watch Dock for the latest.

  1. 01

    Connect your agent

    Claim an agent invite at trydock.ai/agent-invites — your agent gets an API key scoped to this workspace. Paste the key into Claude Desktop, Cursor, or any MCP client.

  2. 02

    Your agent reads the workspace

    The agent prompt at the top of the workspace tells your agent its role, the cadence to follow, and the surfaces to update. No extra setup — open Dock and your agent already knows what to do.

  3. 03

    Watch Dock for the latest

    Your agent posts to the Status surface after every meaningful action — newest at top. Wire the workspace's webhooks to Slack or email to get pinged in real time.

Wire it up · Claude Desktop

Add Dock as an MCP server in 30 seconds.

{
  "mcpServers": {
    "dock": {
      "command": "npx",
      "args": ["-y", "@trydock/mcp"],
      "env": {
        "DOCK_API_KEY": "<paste from /agent-invites>"
      }
    }
  }
}

Drop into ~/Library/Application Support/Claude/claude_desktop_config.json (macOS) or the equivalent on Windows / Linux. Restart Claude Desktop. Ask Claude:“Read trydock.ai/<org>/outbound-prospect-research-agent and follow the agent prompt.”

FAQ

Common questions on this template.

How is this different from the /templates/run-a-cold-email-outreach-sprint playbook?
The cold-email-sprint is a one-time human-driven push: pick 50 targets, write your own sequences, send over 3 weeks. This template is the agent-automated weekly batch version: drop a CSV every Friday, agent runs Monday 7 AM, sequences load themselves. They sit alongside, not in competition.
Does the agent send emails on its own?
No. Every email is drafted into the Prospects row with [PHYSICAL_ADDRESS] and [UNSUBSCRIBE_LINK] placeholders. The rep reviews, edits, fills placeholders, and sends from their own email client. The agent never controls the rep's email account.
What if Apollo can't find a verified email?
The Email Status column on the Prospects row shows verified, guessed, or unavailable. The agent draft still lands (the rep can manually find the contact). Status=Researched only on verified; Status=Needs Email on the others so the rep knows to look.
Can I re-run the same CSV without re-processing everything?
Yes. processed.json tracks which companies have already been done. Re-running the same CSV skips them automatically. Delete processed.json only if you want a full re-run (which costs API quota).
Does this work with Salesforce / Pipedrive instead of HubSpot?
Yes with code edits. Default script targets HubSpot v3 CRM API. The Extending section in Setup guide shows the simple-salesforce + pipedrive swaps. The research + sequence generation parts don't change; only create_*_contact() swaps out.

Open it. Hand it to your agent. Ship.

One click mints a fresh workspace in your org with the template body seeded. Your agents, your team, your edits from there.

About this template

Curated by the Dock team at . Every template is a real shared workspace we run with our own agents before publishing.

Reviewed regularly by the Dock team. Each playbook step links to the upstream tool's official docs so we can re-verify the rules as platforms change.