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Sales & CRM / Follow-up & Cadence Automation

AI Sales Email Draft Assistant

Build an internal tool that drafts personalized sales emails from each contact's context and your own approved messaging guide, then makes a rep edit and approve every draft before it sends.

IntermediateA weekendBuilds onNext.js (App Router) on VercelSupabase (Postgres, Storage, Auth, RLS)Resend (email send + opt-out handling)
What you'll build

A logged-in tool where a rep picks a contact and an intent, the AI drafts a subject and body using the contact's context and your voice guide, the rep edits and approves, the email sends via Resend, and everything is logged to the contact's timeline with a CSV export of the sent log.

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Before you start

  • A free Vercel account
  • A free Supabase account
  • A free Resend account with a verified sending domain
  • A list of contacts (a Google Sheet or CSV is fine to start)
  • Your messaging/voice guide (value props, tone, banned phrases) as a document or notes

The problem this kills

Your reps are stuck between two bad options. They blast out generic templates that prospects ignore, or they hand-write every email and burn an hour getting through a handful of follow-ups. Either way, the messaging drifts: someone promises a feature you don't have, drops a compliance-risky claim, or just sounds nothing like your brand.

You don't need another expensive sales platform with a per-seat price and a six-week rollout. You need a small internal tool, shaped around your contacts, your messaging, and your rules, that you can build this weekend by pasting a plan into an AI coding agent.

What you'll build

A private web app for your sales team where a rep:

  1. Picks a contact and an intent (first touch, follow-up, reply to their message).
  2. Watches the AI draft a tailored subject line and body, using that contact's role, industry, notes, and last interaction, written in your approved voice.
  3. Edits the draft inline, sees any off-policy phrasing or risky claims flagged automatically.
  4. Approves it. Only then does it send via Resend, with an unsubscribe footer included.
  5. Sees it logged to that contact's timeline, and can export the whole sent log as a CSV.

Nothing sends automatically. The AI is a fast first-draft writer; a human is always the one who hits send.

What's inside the Implementation Plan

The plan is a complete, paste-and-go runbook for an AI coding agent (Claude Code). The very first thing it does is interview you about your business, so the tool is tailored to how your team actually sells, not a generic template. It asks about your current email process, the systems and spreadsheets you use, the exact fields and naming in your contact data, your typical and peak sending volumes, your approval rules, and your messiest edge cases, then reads a short spec back to you for a thumbs-up before it builds anything.

After that, it walks the agent through, step by step:

  • Setting up the project, database, and login.
  • Loading your contacts and your messaging/voice guide.
  • The AI drafting flow, tuned to your intents and your tone.
  • The on-policy checker that flags banned phrases and risky claims.
  • The human review-edit-approve gate and the send via Resend.
  • The contact timeline, audit trail, duplicate guards, do-not-contact suppression, and CSV export.

Every build step ends with a ready-to-copy prompt you paste into your agent.

The governance it includes (this is the point)

This is not a toy. The plan builds in the controls that make a tool safe to use on real prospects:

  • Login so only your team can use it.
  • Row-level security so reps only ever see their own organization's contacts and logs.
  • A complete audit trail: who drafted, who edited, who approved, who sent, and when.
  • A hard human-in-the-loop approval gate: the AI drafts, a person reviews and explicitly approves, and only then does anything send.
  • Duplicate guards: a contact-plus-send-hash key so the same draft can't be sent twice, plus do-not-contact suppression so opt-outs and your suppression list are always honored.

Who it's for

SDRs and AEs who today either fire off generic templates that don't convert, or spend too long hand-writing each message. Sales ops and RevOps leads who want speed without losing control of the messaging. You do not need to be a developer. If you can follow instructions and answer questions about how your team sells, you can build this.

You've got this. Paste the first prompt and let the plan interview you.

Gated download

Enter your email — the plan downloads instantly and a copy lands in your inbox.

By submitting your email you'll also receive the weekly runbookify newsletter. You can unsubscribe at any time.