Alteryx
Agent Stage 3 · Pilot Verified

Personalyze AI Outreach Agent

Turns Salesforce, Marketo, and LinkedIn data into personalized email drafts and LinkedIn messages inside Outreach tasks, so reps spend less time on research and send a higher volume of personalized outreach.

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ABOUT THIS AGENT

What it does

Built and maintained internally by Data Science and integrated into the Outreach platform. Reps no longer check multiple tabs: generated messaging and prospect notes sit inside the task window, and reps can edit every draft. SDRs use it for about a third of their outreach today.

How it works

1A rep adds leads or contacts to an Outreach sequence with “Personalyze AI” in its name, labeled by role (outbound or inbound).
2Every 30 minutes, a batch process scans those sequences.
3It pulls prospect data and consolidates account and person-level information from Salesforce, Marketo, LinkedIn, and other sources.
4It generates 3 personalized emails and 1 LinkedIn message, plus a prospect summary and notes, and uploads them to Outreach.
5The rep reviews the drafts in the task window and edits them as needed.
AGENT
Personalyze AI Outreach Agent
TOOLS
Outreach
Salesforce
LinkedIn

Agent details

WHAT IT KNOWS

Data and definitions

Salesforce details, Marketo web activity, LinkedIn profile signals, Diamond Leads, and User Gems. Each input is defined in the semantic layer below.

EXAMPLE REQUEST

How to use it

Add a lead to an Outreach sequence with “Personalyze AI” in its name. Drafts appear in the rep's task window within about 30 minutes.

WHAT NEEDS A HUMAN

Approvals

The rep reviews and can edit every AI-generated draft. Prospect notes show the full context for the data used.

WHO OWNS IT

Owner

Data Science builds and maintains it today. [BUSINESS OWNER]. A dedicated engineering team is proposed to take over upkeep.

SUCCESS MEASURE

How we measure impact

Today: about a third of SDR outreach uses this workflow. Target: [TARGET].

CONNECTIONS

What it connects to

Outreach · where reps see drafts
Salesforce and Marketo · CRM and web activity
LinkedIn · job and skills signals
Diamond Leads and User Gems · engagement and prior-role signals
SEMANTIC LAYER

The definitions behind the agent

What each input means, where it comes from, and who certifies it. Defined once, these can be reused by other agents and by Slack-based tools.

SalesforceJob title, company name, inbound status, and campaign responses.
MarketoWeb page views and account-level customer or prospect status.
LinkedInJob descriptions, certifications, skills relevant to Alteryx, and Alteryx mentions.
Diamond LeadsA data science program that identifies engagement likelihood, such as prior Alteryx usage on LinkedIn.
User GemsWhether a lead previously worked at an Alteryx customer. This is firmographic intent, not direct usage history.
WHO OWNS IT

Definitions and upkeep

Data Science owns the semantic layer assets. The proposed hand-off has the GTM AI team managing maintenance and request intake.

WHERE IT GOES NEXT

Reuse across agents

Combine with account planning so people can query the same definitions through Slack. The revenue technology team's data engineer is part of this work.

TO CERTIFY

Open definitions

[FIELD AND METRIC DEFINITIONS to confirm with Data Science]

Where it is in the process

BEFORE

1 Propose

Scored on value, feasibility, and risk; data checked.

BEFORE

2 Stage

Built and tested on sample data; analytics and tech sign off.

YOU ARE HERE

3 Pilot

Small group; a person approves every output.

NEXT

4 Deploy

In use by SDRs for about a third of their outreach, with permissions and logging on.

Guardrails on every agent

Transparent

Prospect notes show the full context for the data used.

Reviewed

The rep edits and approves every message before it goes out.

Permissioned and logged

[CONFIRM: access controls and logging for the batch process]

Have a request for this agent?

Bring it to the GTM AI team. We'll point you to the right door.

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