Choose one of three approaches. The steps for that option appear below.
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You summarise the history and check opt-outs. Copy.ai drafts both touches, Grammarly suggests tone edits, you approve.
Summarise history
Draft two touches
Check the drafts
Polish the tone
Approve both
Use: You
Have ready: the outreach history and the original reason. Summarise the touches, angles and silence yourself, and check no opt-out is recorded.
Check the summary lists every touch, angle used and period of silence in the history.
Use: Copy.ai
Give Copy.ai the checked summary and the original reason and ask for two short touches, the second a plain close-the-file note.
What to paste into the tool
Using only the checked history summary and the original reason, draft two short closing touches. No false urgency or guilt. The final touch must make it easy to say no or nothing.
Use: You
Check no angle is repeated and no pressure or false urgency appears; ask for changes.
Check the final touch makes it easy to say no or nothing.
Use: Grammarly
Read Grammarly's tone and clarity suggestions on the checked drafts and accept or reject each one.
What to paste into the tool
Suggest tone and clarity edits for each of the two touches.
Use: You
Approve both touches: history referenced, no pressure or guilt, easy to say no or nothing. Nothing is sent.
Check the tone: no pressure, no false urgency.
You summarise the history. Copy.ai drafts the two closing touches from your checked summary. You edit and approve.
Summarise history
Draft two touches
Edit and approve
Use: You
Have ready: the outreach history and the original reason. Summarise the touches, angles and silence yourself, and check no opt-out is recorded.
Check the summary lists every touch, angle used and period of silence in the history.
Use: Copy.ai
Give Copy.ai the checked summary and the original reason and ask for two short touches, the second a clean close.
What to paste into the tool
Write two short follow-up messages to a prospect who never replied. Do not repeat these angles: [paste angles]. The second message closes the file plainly and makes it easy to say no or nothing. No urgency, no guilt.
Use: You
Edit the drafts, removing pressure and false urgency, then approve: history referenced, easy to say no or nothing. Nothing is sent.
Check no angle is repeated in the breakup drafts.
Gemini Notebook summarises the history with citations and drafts both touches from the checked summary. You check and approve.
Export history
Summarise with citations
Check the summary
Draft two touches
Check and approve
Use: You
Have ready: the outreach history and the original reason for outreach. Export the history into a document and check no opt-out is recorded.
Check your organisation allows uploading the history before you do.
Use: Gemini Notebook
Add the history as a source and ask for the touches, angles and silence, citing the history.
What to paste into the tool
List each touch with its date, the angle used and whether there was any reply. Cite the history for each. The prospect is shown as a code.
Use: You
Open each citation and check it says so; correct anything missing.
Check the summary lists every touch, angle used and period of silence in the history.
Use: Gemini Notebook
Ask for both closing touches from the checked summary and the original reason, ending with a clean close-the-file note.
What to paste into the tool
Draft two closing touches from the checked summary and the original reason. No false urgency or guilt language. End with a clean close-the-file note that makes it easy to say no or nothing. Refer to the prospect by the code.
Use: You
Check no angle is repeated, then approve: history referenced, no pressure or guilt, easy to say no or nothing. Nothing is sent.
Check the tone: no pressure, no false urgency.
Best when: You want both touches drafted, then a tone pass on checked drafts
What it does: Copy.ai drafts, Grammarly polishes; you check and approve
Strong at: Writes sales outreach from account research
Limit: No plan or price on the cited page; confirm access first
Free plan: Copy.ai: Paid plan needed; Grammarly: Yes, limited (100 AI prompts a month)
Best when: You want first drafts written from a history you checked
What it does: Copy.ai drafts; you edit and approve
Strong at: Drafts sales outreach
Limit: Pressure wording and opt-outs not covered; those checks stay with you
Free plan: Paid plan needed
Best when: You want a cited summary and first draft before approving
What it does: Gemini Notebook summarises and drafts; you check and approve
Strong at: Chat answers cite the sources you add
Limit: Missing history stays missing; it uses only sources you add
Free plan: Yes, limited (sources capped at 500,000 words or 200 MB)
Before you paste into any AI tool, remove any confidential information. Put it back at the end.
The sequence references the actual history.
The final touch closes the file without pressure.
Any recorded opt-out ends the sequence.
Check the result against your original inputs. Approve it before sharing or acting.