What You'll Learn
Create an end-to-end workflow that identifies website visitors, enriches them with contextual data, drafts personalized outreach, and requires human approval before sending. Combines RB2B pixel, Clay enrichment, Slack review interface, and Smartlead delivery.
Why This Matters
- Inbound Signal Capture: Convert anonymous traffic into identified prospects
- Human-in-the-Loop: Review and edit AI drafts before sending
- Quality Control: Insert yourself into automation for high-stakes outreach
Key Steps Covered
- Visitor Identification – RB2B pixel captures LinkedIn URLs of US visitors
- Clay Enrichment – Pull email, company data, recent posts, ICP signals
- AI Draft Generation – Generate personalized email with company context
- Slack Review – Interactive modal for editing and approving emails
Tools & Integrations
- RB2B: Website visitor identification (US visitors)
- Clay: Person and company enrichment, email drafting
- Slack: Human-in-the-loop review interface
- Smartlead: Email delivery after approval
Common Questions
Q: When should you use human-in-the-loop vs. full automation? A: For inbound visitors, you don't control who arrives—quality varies. Human review ensures you only send to good-fit prospects. Use full automation for outbound where you've already filtered the list.
Q: Can this workflow be extended for follow-up responses? A: Yes. The same Slack review pattern works for handling replies—AI drafts response, human reviews in Slack, approves and sends. Great for client collaboration on responses.
