Email Personalization Recipes

Generate personalized email content and variables

Email Personalization

Common patterns for generating personalized email content using AI and company research.

Generate Email Personalization from Research

Use Case: Research a company and generate personalized email hooks.

const website = await ctx.thisRow.get("Website");
const companyName = await ctx.thisRow.get("Company Name");

// Research the company
const research = await services.ai.generateText({
  prompt: `Research ${companyName} at ${website}

Find concrete signals about:
- Recent news or developments
- Technology stack or systems they use
- Growth signals (hiring, expansion, funding)
- Operational challenges or pain points

Keep findings concise and cite sources.`,
  
  model: "gpt-5-mini",
  enableWebSearch: true
});

// Generate personalized email variable
const personalization = await services.ai.generateObject({
  prompt: `Based on this research, generate a personalized email opening line.

Research:
${research.text}

Email template:
"Hi {{Name}}, I noticed that {{PERSONALIZATION}}. Would love to chat about how we can help."

Generate the personalization that fills in {{PERSONALIZATION}}. Make it:
- Specific and relevant
- Natural and conversational
- Related to their business
- 1-2 sentences max`,
  
  schema: z.object({
    personalization: z.string(),
    confidence: z.number().min(0).max(1)
  }),
  
  model: "gpt-5-mini"
});

return personalization.object.personalization;

---

Generate Personalization from Website

Use Case: Scrape a company’s website and generate personalized email content.

const website = await ctx.thisRow.get('Website');
const companyName = await ctx.thisRow.get('Company Name');

// Scrape the website
const scraped = await services.scrape.website({
  url: website,
  params: { limit: 3 } // Scrape a few pages
});

// Generate personalized email hooks
const result = await services.ai.generateObject({
  prompt: `Based on this website content for ${companyName}, generate personalized email hooks.

Website content:
${scraped.markdown.substring(0, 15000)}

Generate 3 personalization options:
1. email1_hook - Opening line mentioning something specific about their business
2. email2_hook - Follow-up line referencing their products/services
3. value_prop - One-liner about how our solution helps them specifically

Make each natural, conversational, and specific to THIS company.`,
  
  schema: z.object({
    email1_hook: z.string(),
    email2_hook: z.string(),
    value_prop: z.string()
  }),
  
  model: "claude-sonnet-4-5-20250929"
});

return result.object;

---

Personalize Based on Technology Stack

Use Case: Detect what technologies a company uses and personalize outreach accordingly.

const website = await ctx.thisRow.get('Website');
const companyName = await ctx.thisRow.get('Company Name');

// Scrape website
const scraped = await services.scrape.website({
  url: website,
  params: { limit: 1 }
});

// Detect technologies
const allText = (scraped.markdown + ' ' + scraped.data[0].links.join(' ')).toLowerCase();

const technologies = {
  'Salesforce': allText.includes('salesforce.com'),
  'HubSpot': allText.includes('hubspot.com'),
  'Shopify': allText.includes('shopify.com'),
  'Stripe': allText.includes('stripe.com')
};

const foundTech = Object.entries(technologies)
  .filter(([tech, found]) => found)
  .map(([tech]) => tech);

// Generate personalized message based on their stack
const personalization = await services.ai.generateText({
  prompt: `Generate a personalized email opening for ${companyName}.

They currently use: ${foundTech.join(', ')}

Our product integrates with their existing stack. Write a natural opening line that:
- Mentions their current tools
- Explains how we complement their stack
- Keeps it conversational (1-2 sentences)`,
  
  model: "gpt-5-mini"
});

return personalization.text;

---

Generate Multi-Touch Email Sequence

Use Case: Generate personalized content for an entire email sequence.

const companyName = await ctx.thisRow.get('Company Name');
const website = await ctx.thisRow.get('Website');
const firstName = await ctx.thisRow.get('First Name');

// Scrape and research
const scraped = await services.scrape.website({
  url: website,
  params: { limit: 2 }
});

// Generate sequence
const sequence = await services.ai.generateObject({
  prompt: `Generate a 3-email sequence for ${firstName} at ${companyName}.

Website content:
${scraped.markdown.substring(0, 10000)}

Generate:
1. email1 - Initial outreach (2-3 sentences, mention something specific about their company)
2. email2 - Follow-up (reference email 1, add value)
3. email3 - Final touch (different angle, create urgency)

Keep each email short, conversational, and personalized.`,
  
  schema: z.object({
    email1: z.string(),
    email2: z.string(),
    email3: z.string()
  }),
  
  model: "claude-sonnet-4-5-20250929"
});

return sequence.object;

---

Personalize Based on Job Postings

Use Case: Use a company’s job postings to personalize outreach.

const website = await ctx.thisRow.get('Website');
const domain = website?.replace(/^https?:\/\//, '').replace(/^www\./, '').split('/')[0];

// Find and scrape careers page
const careerPage = await services.company.careers.findPage({ domain });

if (!careerPage?.url) {
  return "I noticed you're growing your team";
}

const jobs = await services.company.careers.scrapeJobs({
  url: careerPage.url,
  recent: "month"
});

// Generate personalization based on hiring
const personalization = await services.ai.generateText({
  prompt: `Generate a natural email opening line.

The company is hiring for these roles:
${jobs.slice(0, 5).map(j => j.title).join('\n')}

Write a conversational line that:
- Mentions their hiring/growth
- Connects to our sales enablement solution
- Feels natural and not creepy
- 1 sentence only`,
  
  model: "gpt-5-mini"
});

return personalization.text;

---

Clean Company Names for Emails

Use Case: Convert formal company names to friendly, email-appropriate versions.

const companyName = await ctx.thisRow.get('Company Name');

if (!companyName) {
  return '';
}

const result = await services.ai.generateObject({
  prompt: `Transform this company name into an email-friendly version.

Company name: "${companyName}"

Rules:
- Remove legal suffixes (Inc, LLC, Ltd, Corp, etc.)
- Remove generic terms (Group, Associates, Services, etc.)
- Keep it conversational
- Preserve brand identity

Examples:
- "Acme Corporation LLC" → "Acme"
- "Smith & Associates, Inc." → "Smith & Associates"
- "TechCo Services Group" → "TechCo"`,
  
  schema: z.object({
    friendlyName: z.string(),
    confidence: z.number().min(0).max(1)
  }),
  
  model: 'gpt-5-mini'
});

return result.object.friendlyName;

---

Generate Value Proposition

Use Case: Create a tailored value proposition based on company analysis.

const companyName = await ctx.thisRow.get('Company Name');
const website = await ctx.thisRow.get('Website');
const industry = await ctx.thisRow.get('Industry');
const employeeCount = await ctx.thisRow.get('Employee Count');

// Scrape website
const scraped = await services.scrape.website({
  url: website,
  params: { limit: 1 }
});

// Generate tailored value prop
const result = await services.ai.generateText({
  prompt: `Generate a one-sentence value proposition for ${companyName}.

Context:
- Industry: ${industry}
- Size: ${employeeCount} employees
- Website: ${scraped.markdown.substring(0, 5000)}

Our product: AI-powered sales intelligence platform

Write a value prop that:
- Addresses their specific needs based on industry/size
- Mentions concrete benefits
- Feels tailored to them
- One sentence only`,
  
  model: "gpt-5-mini"
});

return result.text;

---

Best Practices

Research Before Personalizing

Always gather data (scrape website, research company) before generating personalization.

Keep It Natural

Tell AI to be conversational and avoid sounding robotic or overly formal.

Use Specific Prompts

The more specific your prompt about tone, length, and content, the better the output.

Generate Multiple Options

Generate 2-3 personalization options and pick the best one, or use them for A/B testing.

Avoid Being Creepy

Don’t mention overly specific details. Keep personalization at a high level.

Test Different Models

Claude Sonnet is great for creative writing, GPT-5-mini is fast and cost-effective.