Use caseOutreach and engagement

Multi-channel personalised outreach

Email, LinkedIn, SMS in one sequence. Personalised per candidate, every reply tracked back to the record.

Start for freeBook a demo
01What it is/ outreach and engagement

Part of outreach and engagement.

Personal cold drafts, multi-channel sequences, follow-ups that actually go out, and humane rejections.

02How to build it/ four steps

Configure once. Run from then on.

The same template works whether your AI is Claude, ChatGPT, or our built-in agents. Connects with Gmail, Outlook, LinkedIn, SMS via Twilio, WhatsApp.

01

Pick the channels and the tone

Email, LinkedIn, SMS, WhatsApp. Configure the brand voice once, every draft sounds like your team.

02

Personalise per candidate, not per template

Vitae references the candidate's actual profile in the first sentence. No generic templates, no obvious automation.

03

Approve or auto-send

Drafts queue for approval. From Starter upwards, set auto-send rules for high-confidence drafts so your team only touches the edge cases.

04

Track every reply back to the record

Every email, every reply, every status change lands on the candidate record. No conversation gets lost across tools.

03Why it matters/ before vs after

What changes when this runs in Vitae.

Today, without VitaeIn Vitae
Stitched across email, sheets, scripts, and a chat window. Lives in someone’s head.A workflow inside one platform. Documented, repeatable, runnable by anyone.
Manual, easy to skip when busy.Triggered automatically. Runs at the right moment, every time.
Outputs land somewhere different every time.Outputs land on the candidate or account record. Single source of truth.
Re-onboarding pain when a new person joins.Anyone on the team can run it on day one.
04FAQ/ four questions

Common questions.

Short answers to the questions we get most often. Need more detail? Talk to sales.

Yes. Every workflow in Vitae is yours to shape. Pipelines, fields, rubrics, and steps all configure to how your team actually works. Start from this template, change anything.
05Related use cases/ same category

More in outreach and engagement.

Personalised cold email drafting

One draft per candidate, grounded in their profile. No generic templates, no spray-and-pray.

Build it →

Follow-ups when candidates go quiet

Auto-detect silence. Send the right follow-up at the right time, in your voice.

Build it →

Re-engage dormant candidates

Wake up your CRM. Auto-target candidates who fit a new role and went quiet on the last one.

Build it →
Explore all 102 use cases →

Build this workflow in Vitae.

Configure once, run from then on. Plug in your own AI or use ours.

Start for freeBook a demo