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instantly-prod-checklist Execute Instantly.ai production launch checklist and pre-flight validation.
Use when deploying Instantly integrations to production, launching first campaign,
or auditing production readiness.
Trigger with phrases like "instantly production", "instantly launch checklist",
"instantly go-live", "instantly pre-flight", "instantly prod ready".
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Download Zip Downloading... More from this repository Implement user sign-up and sign-in flows with Clerk.
Use when building authentication UI, customizing sign-in experience,
or implementing OAuth social login.
Trigger with phrases like "clerk sign-in", "clerk sign-up",
"clerk login flow", "clerk OAuth", "clerk social login".
Implement session management and middleware with Clerk.
Use when managing user sessions, configuring route protection,
or implementing token refresh and custom JWT templates.
Trigger with phrases like "clerk session", "clerk middleware",
"clerk route protection", "clerk token", "clerk JWT".
Configure enterprise SSO, role-based access control, and organization management.
Use when implementing SSO integration, configuring role-based permissions,
or setting up organization-level controls.
Trigger with phrases like "clerk SSO", "clerk RBAC",
"clerk enterprise", "clerk roles", "clerk permissions", "clerk organizations".
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name instantly-prod-checklist description Execute Instantly.ai production launch checklist and pre-flight validation.
Use when deploying Instantly integrations to production, launching first campaign,
or auditing production readiness.
Trigger with phrases like "instantly production", "instantly launch checklist",
"instantly go-live", "instantly pre-flight", "instantly prod ready".
allowed-tools Read, Write, Edit, Bash(curl:*), Bash(npm:*), Grep version 1.12.0 license MIT author Jeremy Longshore <jeremy@intentsolutions.io> tags ["saas","instantly","production","deployment"] compatibility Designed for Claude Code, also compatible with Codex and OpenClaw
Instantly Production Checklist
Overview
Pre-flight checklist for launching Instantly cold email campaigns in production. Covers account warmup verification, deliverability testing, lead list hygiene, campaign configuration, webhook setup, and monitoring. Skip any step that doesn't apply to your use case.
Prerequisites
Completed instantly-install-auth setup
Email accounts connected and warmed up (minimum 14 days recommended)
Lead list prepared with verified emails
Production Launch Checklist
Phase 1: Account Health (2-4 weeks before launch)
import { instantly } from "./src/instantly" ;
async function phase1AccountHealth (console .log ("=== Phase 1: Account Health ===\n" );
const accounts = await instantly<Array <{ email : string }>>(
"/accounts?limit=100"
);
const vitals = await instantly ("/accounts/test/vitals" , {
method : "POST" ,
body : JSON .stringify ({ accounts : accounts.map ((a ) => a.email ) }),
}) as Array <{ email : string ; smtp_status : string ; imap_status : string }>;
const
filter
(v ) =>
smtp_status
"ok"
imap_status
"ok"
console
log
`Accounts: ${accounts.length} total, ${broken.length} broken`
if
length
0
console
log
"FIX THESE FIRST:"
forEach
(v ) =>
console
log
` ${v.email} : SMTP=${v.smtp_status} IMAP=${v.imap_status} `
return
false
const
await
instantly
"/accounts/warmup-analytics"
method
"POST"
body
JSON
stringify
emails
map
(a ) =>
email
as
Array
email
string
warmup_emails_landed_inbox
number
warmup_emails_sent
number
for
const
of
const
warmup_emails_landed_inbox
warmup_emails_sent
1
100
const
80
console
log
` ${w.email} : inbox rate ${inboxRate.toFixed(1 )} % ${healthy ? "OK" : "LOW — extend warmup" } `
const
await
Array
email
string
daily_limit
number
null
"/accounts?limit=100"
const
filter
(a ) =>
daily_limit
if
length
0
console
log
`\nWARNING: ${noLimit.length} accounts have no daily limit set`
return
length
0
Phase 2: Campaign Configuration (1 week before) async function phase2CampaignConfig (campaignId : string console .log ("\n=== Phase 2: Campaign Configuration ===\n" );
const campaign = await instantly<{
name : string ;
sequences : Array <{ steps : Array <{ variants : Array <{ subject : string ; body : string }> }> }>;
campaign_schedule : { schedules : any [] };
daily_limit : number | null ;
stop_on_reply : boolean ;
link_tracking : boolean ;
open_tracking : boolean ;
stop_on_auto_reply : boolean ;
email_gap : number ;
}>(`/campaigns/${campaignId} ` );
const checks = [
{ label : "Has sequences" , pass : campaign.sequences ?.length > 0 },
{ label : "Has email steps" , pass : campaign.sequences ?.[0 ]?.steps ?.length > 0 },
{ label : "Has schedule" , pass : campaign.campaign_schedule ?.schedules ?.length > 0 },
{ label : "Stop on reply enabled" , pass : campaign.stop_on_reply === true },
{ label : "Link tracking disabled" , pass : campaign.link_tracking === false },
{ label : "Open tracking enabled" , pass : campaign.open_tracking === true },
{ label : "Daily limit set" , pass : (campaign.daily_limit ?? 0 ) > 0 },
{ label : "Email gap >= 60s" , pass : (campaign.email_gap ?? 0 ) >= 60 },
];
let allPass = true ;
for (const check of checks) {
console .log (` ${check.pass ? "PASS" : "FAIL" } : ${check.label} ` );
if (!check.pass ) allPass = false ;
}
const step1 = campaign.sequences ?.[0 ]?.steps ?.[0 ];
if (step1) {
console .log (` INFO: Step 1 has ${step1.variants.length} variant(s)` );
}
return allPass;
}
Phase 3: Lead List Hygiene async function phase3LeadHygiene (campaignId : string console .log ("\n=== Phase 3: Lead List Hygiene ===\n" );
const analytics = await instantly<{ total_leads : number }>(
`/campaigns/analytics?id=${campaignId} `
);
console .log (`Total leads: ${analytics.total_leads} ` );
const blocklist = await instantly<Array <{ bl_value : string }>>(
"/block-lists-entries?limit=10"
);
console .log (`Block list entries: ${blocklist.length} +` );
console .log ("\nChecklist:" );
console .log (" [ ] Leads verified with email verification service" );
console .log (" [ ] Company domains in block list (your own + competitors)" );
console .log (" [ ] No role-based emails (info@, admin@, support@)" );
console .log (" [ ] Personalization variables populated (firstName, companyName)" );
console .log (" [ ] Test lead (your own email) included for QA" );
}
Phase 4: Test Email & Webhook Verification async function phase4TestAndWebhooks (campaignId : string console .log ("\n=== Phase 4: Test & Webhooks ===\n" );
const accounts = await instantly<Array <{ email : string }>>(
"/accounts?limit=1"
);
if (accounts.length > 0 ) {
await instantly ("/emails/test" , {
method : "POST" ,
body : JSON .stringify ({
eaccount : accounts[0 ].email ,
to_address_email_list : [process.env .TEST_EMAIL || "test@yourdomain.com" ],
subject : "Production Test — Instantly Integration" ,
body : "This is a test email from the Instantly integration. If you received this, the setup is working correctly." ,
}),
});
console .log ("Test email sent from:" , accounts[0 ].email );
}
const webhooks = await instantly<Array <{
name : string ; event_type : string ; target_hook_url : string ;
}>>("/webhooks?limit=50" );
console .log (`\nWebhooks registered: ${webhooks.length} ` );
for (const w of webhooks) {
console .log (` ${w.name} : ${w.event_type} -> ${w.target_hook_url} ` );
}
if (webhooks.length > 0 ) {
for (const w of webhooks.slice (0 , 2 ) as Array <{ id : string ; name : string }>) {
try {
await instantly (`/webhooks/${w.id} /test` , { method : "POST" });
console .log (` Tested: ${w.name} — check your endpoint` );
} catch (e : any ) {
console .log (` FAILED: ${w.name} — ${e.message} ` );
}
}
}
}
Phase 5: Launch & Monitor async function phase5Launch (campaignId : string console .log ("\n=== Phase 5: Launch ===\n" );
const campaign = await instantly<{ name : string ; status : number }>(
`/campaigns/${campaignId} `
);
console .log (`Campaign: ${campaign.name} (status: ${campaign.status} )` );
await instantly (`/campaigns/${campaignId} /activate` , { method : "POST" });
console .log ("Campaign ACTIVATED" );
const status = await instantly (`/campaigns/${campaignId} /sending-status` );
console .log ("Sending status:" , JSON .stringify (status));
console .log ("\nPost-launch monitoring:" );
console .log (" [ ] Check analytics after 1 hour for send activity" );
console .log (" [ ] Monitor bounce rate (should be <3%)" );
console .log (" [ ] Verify webhook events are arriving" );
console .log (" [ ] Check Unibox for replies" );
}
async function main (const campaignId = process.env .CAMPAIGN_ID !;
const accountsOk = await phase1AccountHealth ();
if (!accountsOk) { console .log ("\nFix account issues before proceeding." ); return ; }
const configOk = await phase2CampaignConfig (campaignId);
await phase3LeadHygiene (campaignId);
await phase4TestAndWebhooks (campaignId);
if (configOk) await phase5Launch (campaignId);
}
main ().catch (console .error );
Error Handling Error Cause Solution Campaign won't activate Missing sequences/accounts/leads Run Phase 2 checks Test email not received Account SMTP broken Run vitals test Webhook test fails Target URL unreachable Verify endpoint is public HTTPS High bounce rate post-launch Unverified leads Pause campaign, clean list
Resources
Next Steps For version migration, see instantly-upgrade-migration.
