Broker Outreach Agent

Overview

Broker outreach is repetitive, and the risk is sending the wrong thing at scale. This agent keeps a human in the loop on every first contact. It imports broker records from CSV, drafts a first-touch email with Claude, and holds it in an approval queue. Nothing goes out until a person approves it.

Approved messages send from a dedicated AgentMail inbox. The agent then schedules 7, 14, and 30 day follow-ups, polls for replies, classifies them, and escalates anything positive or unclear. It drafts a suggested reply for the human rather than sending one itself, and produces a weekly pipeline report.

What it does

• Imports broker records from CSV
• Drafts personalised first-touch emails with Claude
• Queues every first email for human approval; nothing sends without it
• Sends approved messages from a dedicated AgentMail inbox
• Schedules 7, 14, and 30 day follow-ups
• Polls replies and classifies them, escalating positive or unclear ones
• Drafts suggested replies without auto-sending them
• Produces a weekly pipeline report
• Writes every important event to an audit log

Stack

Verified end to end

This was checked against the real services, not mocks: real Claude, real Supabase, and real AgentMail. Ten verification steps were run, from CSV import through to the weekly report. Two real bugs were caught and fixed in that pass: a silent upsert failure and an over-strict send guard.

Current safety mode keeps dry-run on and auto-send for follow-ups off, so every outbound action stays under human control until the operator chooses otherwise.