Generates a personalized referral introduction email to a new buyer lead and sends an Outlook draft via Zapier. Use this skill whenever Adam provides a new referral lead and wants to send an intro email. Extracts lead details (name, referral source, target area, price range, timeline) and populates the hardcoded HTML template, then creates an Outlook draft for Adam to review and send. Trigger on any phrase like: "send referral intro email", "draft intro to [name]", "email the referral from [agent]", "add them as a contact and send an email", or when Adam creates a new lead contact and asks to email them.
Triggered by: New referral lead added + request to email them
Output: Outlook draft created via Zapier (microsoft_outlook_create_draft_email)
Executor: Adam reviews draft in Outlook and sends
Gather the following from context (conversation, screenshots, CRM entry, or Adam's notes). If a field is missing, flag it and use the fallback shown.
| Field | Source | Fallback |
|---|---|---|
| Buyer First Name | Contact info / screenshot | "[Name]" |
| Referring Agent Name | Adam's message or CRM | "[Referral Source]" |
| Referring Agent first name only | Parse from full name | "[Agent]" |
| Target Area / Neighborhood | Adam's message | "the area you're targeting" |
| Price Range | Adam's message | omit line |
| Timeline |
| Adam's message |
| "the coming months" |
| Buyer Email | Contact info | flag as missing |
Substitute all [PLACEHOLDERS] with extracted values. Do not change the tone, structure, or Adam's voice.
HTML TEMPLATE:
Hardcoded links — do not change:
Use the microsoft_outlook_create_draft_email Zapier tool.
CRITICAL — Tool Usage Rules:
Instructions parameter format: Create a draft email in Microsoft Outlook with the following:
To: [BUYER EMAIL] Subject: Connecting with You – Adam Styer | Mortgage Solutions LP Body Format: HTML Body: [FULL HTML BODY — single line, no line breaks]
After draft is created, show Adam:
OUTLOOK DRAFT CREATED — [BUYER NAME]
[ ] Confirm buyer email address is correct: [BUYER EMAIL] [ ] Verify referral agent name is spelled correctly [ ] Confirm pronoun used: [them/her/him] [ ] Confirm calendar link is current [ ] Confirm loan app link is current [ ] Send from: [email protected]
FIELDS USED:
If the contact was just created or if Adam asks, add a note to the Salesforce contact:
"Referral intro email drafted [DATE]. Referred by [AGENT NAME]. Buyer targeting [AREA], [PRICE RANGE], within [TIMELINE]. Pre-approval needed."
Use salesforce_create_note or update the Notes field on the contact record.