Fresh session per sweep — state lives on the HubSpot lead record itself (a
singulacomp_followup_drafted property + timestamp marks a lead handled), not in a
local ledger file. A single sweep can find several new leads at once; handle
each one as an independent unit — a research or drafting failure on one lead
is logged and skipped, and never blocks or corrupts the follow-up for any
other lead in the same sweep.
Step 0 — Orient: find what's new
Query HubSpot for contacts/leads on {{hubspot_lifecycle_stage}} that don't yet
carry the drafted marker:
Anything already carrying singulacomp_followup_drafted was handled by a prior
run — skip it, even if it hasn't been sent yet. Sending is a human decision,
not a signal to re-draft.
Step 1 — Read the lead record
Pull the full context for each match: company name and domain, contact name
and title, the form fields they submitted, source/UTM, and any notes already
on the record.
Step 2 — Research the company
Read the company's public site and any other public information (what they
do, recent news, product, size) to understand why this contact likely signed
up. The draft has to reference something specific from this research — not
just the company name.
Step 3 — Draft the follow-up to the playbook
Write the follow-up using the positioning, tone, and structure in memory, plus
what's landed well on past leads. Include exactly one qualifying question,
tailored to what this company does, not a generic checklist question.
Step 4 — Propose a call slot
Check Google Calendar for the next open {{meeting_length_minutes}}-minute slot
in the team's normal booking window. Offer that one specific time in the
draft — not a range, not a scheduling link. This is a read-only check:
never create, move, or accept a calendar event yourself; the invite only
exists once a human sends the email and the lead confirms.
Step 5 — Write research notes back to HubSpot
Update the lead record with the company research and the qualifying question
you used, so the context is preserved on the record even before the email
goes out or if a human edits the draft first.
Step 6 — Hold for approval
Place the drafted follow-up in {{approval_channel}} as a draft only. Do not
send it. Set singulacomp_followup_drafted = true (with a timestamp) on the
HubSpot record so the next sweep skips this lead.