November 2026 Guides

Using Email and Mailing Lists with Your Bot (November 2026)

A practical how-to for giving a bot its own inbox, subscribing it to prospects' newsletters and mailing lists, logging the signals those lists send, and surfacing timely ones in small checked batches for a human to act on.

Using Your Bot to Mine Your CRM (November 2026)

A practical how-to for having a bot mine your CRM: read-only access first, pipeline reviews, stale deal sweeps, account research, data hygiene lists, cited summaries, small checked batches, and a human who clicks Send.