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WORKFLOW SPECIFICATION

Build prospecting tasks from explicit inputs and reviewable outputs.

Use 11x AI as an agent tool for discovery, enrichment, context preparation, and human-reviewed outreach. Every workflow starts with a brief and ends with a result your operator can inspect.

Technical prospecting workflow specification inside an AI agent

TASK CONTRACTS

Inputs and outputs stay visible.

Company discovery

Input
ICP, region, size, business model, exclusions
Agent action
Apply firmographic and technographic criteria
Output
Shortlist with inclusion reasons and open questions

Contact research

Input
Target account, buying motion, decision roles
Agent action
Find candidates and attach verification context
Output
Role hypotheses with source and checked time

Account context

Input
Approved account and a research question
Agent action
Gather relevant signals without treating intent as proof
Output
Concise, source-linked briefing for human review

Outreach preparation

Input
Approved facts, tone, offer, and compliance constraints
Agent action
Create a draft and flag unsupported personalization
Output
Review-ready copy; no automatic sending claim

METHODOLOGY

A repeatable path from brief to approved action.

  1. 01

    Constrain the brief

    State the account profile, geography, exclusions, role hypothesis, and intended use. Vague requests should remain broad rather than being dressed up as precise targeting.

  2. 02

    Choose data behavior

    Decide whether the task uses one disclosed source or waterfall enrichment. Multiple providers may improve match coverage while increasing governance and attribution complexity.

  3. 03

    Review evidence

    Check timestamps, field provenance, email verification state, and whether a buying signal actually supports the prioritization. Unknown is an acceptable state.

  4. 04

    Approve downstream use

    Keep a human in the loop for targeting, content, suppression, and send decisions. Protect sender reputation with authenticated domains, list hygiene, relevant messaging, and clear opt-out handling.

Install the workflow inside your AI agent.

Copy the exact command, run it in your chosen runtime, configure only the connections you need, then verify a first result.

npx -y @okki-global/okki-go-taroball