| name | email |
| description | Generates email sequences for different contexts. Currently supports event follow-up sequences. Produces ready-to-send emails with subject lines, body copy, and timing guidance. |
| autoload | false |
Email Generator
This skill generates email sequences tailored to specific contexts. Each email type has its own rules derived from sequences that performed well in production.
Step 1: Select Email Type
Before generating any content, ask the user:
What type of email sequence do you need?
- Event follow-up (post-conference, post-meeting, post-demo)
- Customer (retention, upsell, product updates) — coming soon
- Prospect (cold outreach, nurture) — coming soon
Wait for the user to select before proceeding. If they select a type marked "coming soon," tell them it's not yet available and ask if they want event follow-up instead.
Step 2: Gather Inputs (Event Follow-Up)
First, read from the repo. Most of what you need is already documented:
| What you need | Where to find it |
|---|
| Product name | docs/inputs/product_brief.md |
| Product capabilities | docs/inputs/product_brief.md (key capabilities section) |
| Pain points | docs/inputs/messaging_positioning.md (value propositions, pain points) |
| Social proof / customers | docs/inputs/testimonials.md (approved quotes and customer names) |
| Target persona context | docs/inputs/target_personas.md |
| Asset links | docs/inputs/product_brief.md (links section) |
Read these files BEFORE asking the user anything. Extract:
- Product name and 2 to 3 key capabilities
- 2 to 3 pain points from the messaging doc
- Customer names from testimonials (use approved ones only)
- Any quotes or peer voice from testimonials
- Demo, docs, or guide links from the product brief
Then ask only for what the repo cannot tell you:
- Event name — What event/conference did you meet them at?
- Specific conversation context — (Optional) Any specific topics discussed at this event that differ from the standard pain points?
If the user provides conversation-specific pain points, use those. Otherwise, use the pain points from the messaging doc.
Note: Sender first name and company name are filled dynamically by the user's email software. Use placeholders: [Sender First Name] and [Company Name].
Step 3: Generate Sequence (Event Follow-Up)
Generate a 4-email sequence following this exact structure. Each email has ONE job and ONE CTA.
Email 1: The Recall
Timing: Send within 1 to 2 days of the event
Thread: New thread
Job: Remind them of the conversation and re-surface the pain
Subject line pattern:
- Conversational, assumes prior relationship
- References the conversation, not the event name
- Examples: "Catching up, since you may have forgotten our last convo" / "Following up on our chat about [pain point]"
Structure:
Hey [First Name],
At [event name + venue detail], I talked to a number of folks about [topic]. These kept coming up:
• [Pain point 1]
• [Pain point 2]
• [Pain point 3]
[Single direct question: "Is your team running into any of these?"]
- [Sender First Name]
Rules:
- Greeting: "Hey" + first name only
- Reference the event by name AND a specific shared detail (venue, food, atmosphere) that all attendees experienced
- Frame pain points as patterns heard from the group ("I talked to a number of folks", "these kept coming up at every table"), NOT as presumed 1:1 conversation details
- NEVER fabricate what the recipient specifically said, asked, or mentioned. You don't know what they said.
- NEVER open with a generic topic label ("identity risks", "compliance challenges", "pipeline reliability")
- List exactly 3 pain points as bullets
- End with an open question ("Is your team running into any of these?") rather than presuming their situation
- Sign-off:
[Sender First Name] placeholder, preceded by a single dash
Email 2: The Peer Voice
Timing: +2 work days (if no reply)
Thread: Reply to Email 1
Job: Add social proof from peers and introduce the product
Structure:
[First Name], other [role/title]s there were telling us:
"[Paraphrased quote about the problem]"
Why? Because [specific explanation]. [Company examples]. They all had one thing in common: [root cause].
[Product name] [solves this] with:
• [Capability 1]
• [Capability 2]
• [Capability 3]
[CTA: Link to demo video or short resource]
- [Sender First Name]
Rules:
- No subject line (threaded reply)
- Open with peer social proof, not product
- "Why? Because..." pattern for explanation
- Name drop 2 to 3 recognizable companies
- List exactly 3 capabilities as bullets
- CTA: Demo video or similar (medium commitment)
- Sign-off: First name only
Email 3: The Proof
Timing: +4 work days (if no reply)
Thread: NEW thread (breaks the reply chain)
Job: Lead with customer results, offer a resource
Subject line pattern:
- Outcome-focused with implied social proof
- Names a role or persona, not a company
- Examples: "These CISOs prevent [bad thing] w/o [painful process]" / "How [role]s at [company type] solved [problem]"
Structure:
Hi [First Name],
[Customer names] have [achieved specific outcome].
We pulled their lessons into a short [playbook/guide]. It's practical, step-by-step guidance from [role]s who've already solved the problem.
[CTA: Link to guide]
- [Sender First Name]
P.S. Let me know if there's a specific challenge you're tackling, I can point you to the most relevant parts.
Rules:
- New thread with new subject line
- Open with customer results (specific outcome, not vague)
- Offer a resource, not a meeting
- Include P.S. with personal touch
- CTA: Guide or playbook link (low commitment)
- Sign-off: First name only
Email 4: The Soft Close
Timing: +5 work days (if no reply)
Thread: Reply to Email 1 (original thread)
Job: Give permission to not respond, but leave door open
Structure:
Hi [First Name],
We don't force [their team type] to [do painful thing].
When you're ready to [achieve desired outcome], like the ones below, reach out. I'll be happy to show you how.
• [Problem/attack type 1]
• [Problem/attack type 2]
• [Problem/attack type 3]
• [Problem/attack type 4]
• [Problem/attack type 5]
• [Problem/attack type 6]
- [Sender First Name]
Rules:
- Reply to original thread (not Email 3)
- Open with permission/no pressure statement
- "When you're ready..." pattern
- List specific problems you solve (5 to 6 items)
- No hard CTA, just "reach out"
- Sign-off: First name only
Formatting Rules (All Emails)
- Greeting: "Hey" or "Hi" + first name only. Never "Dear," never full name, never title.
- Sign-off: First name only, preceded by a dash. No title, no company, no "Best," no "Thanks."
- Length: 50 to 100 words body max. If it feels long, cut it.
- Bullets: 3 items for capabilities/pains, 5 to 6 for problem lists. Never more.
- Links: One link per email max. Embed in text, not bare URL. See "Link Requirements" section below.
- No dashes in body copy. Rewrite sentences that need them.
- No passive voice.
- No marketing buzzwords. (robust, seamless, cutting-edge, game-changer, leverage)
Programmatic Personalization
These sequences are for programmatic outreach (one template, many recipients). Personalization must be real, not fabricated.
Do:
- Reference shared context all attendees experienced (venue, food, event theme)
- Frame pain points as patterns heard from the group ("I talked to a number of folks", "this came up at every table")
- Use open questions ("Is your team running into any of these?")
Don't:
- Fabricate 1:1 conversation details ("you mentioned", "you asked about", "you said")
- Presume the recipient's specific situation ("your team spends more time on X")
- Invent quotes or moments that didn't happen
- NEVER fabricate customer names, references, testimonials, or quotes. Only use customers explicitly listed in
docs/inputs/testimonials.md or docs/inputs/product_brief.md. If no approved customers exist, use generic framing ("[Company type]s like yours") or ask the user for approved names.
The goal is to feel personal because it references real shared context, not because it pretends to remember a conversation that may not have happened.
Link Requirements
All links must be real, working URLs. Never use placeholder text like "[link]", "(link)", or "link".
Where to get links:
- Check
docs/inputs/product_brief.md for approved asset URLs (demos, docs, guides)
- If no links exist in docs, ask the user for the specific URL before generating
Link distribution across the sequence:
| Email | CTA Type | Preferred Link |
|---|
| 1 | No link | Question only |
| 2 | Demo video | Product demo or explainer video |
| 3 | Resource | Guide, playbook, or beyondidentity.ai landing page |
| 4 | No link | "Reach out" only |
beyondidentity.ai usage:
- Use beyondidentity.ai links for educational content, landing pages, and resource downloads
- Emails 2 and 3 should link to beyondidentity.ai when appropriate resources exist
- Verify the URL exists before including it (fetch the page if uncertain)
Never:
- Use placeholder URLs
- Invent URLs that might not exist
- Link to competitor sites or generic third party resources
Output Format
Always write the final sequence to a plain text file in output/email/. This is the primary deliverable. The file must be copy/paste ready for Google Docs with no Markdown formatting artifacts. Only promote to docs/outputs/ if the user explicitly requests it.
File naming: email-sequence-[event-or-context]-[product].txt (e.g., email-sequence-rsac-ceros.txt)
File format rules:
- Plain
.txt file, no Markdown syntax (no ##, **, ---, or []() links)
- Use ALL CAPS for section headers (e.g.,
EMAIL 1: THE RECALL)
- Use plain text labels for metadata (e.g.,
Send timing:, Thread:, Subject:)
- Separate emails with two blank lines
- Bullets use
- prefix
- Links written as bare URLs on their own line or inline in plain text
For each email in the file, use this structure:
EMAIL [N]: [NAME]
Send timing: [When to send]
Thread: [New thread / Reply to Email X]
Subject: [Subject line or "N/A (threaded reply)"]
[Full email body]
After all 4 emails, include a plain text summary:
SEQUENCE SUMMARY
Email 1 | Day 0 | New thread | [CTA type]
Email 2 | +2 days | Reply | [CTA type]
Email 3 | +6 days | New thread | [CTA type]
Email 4 | +11 days | Reply | [CTA type]
In addition to the file, display the sequence in the conversation using Markdown for readability. But the file in output/email/ is the canonical output.
Review Checklist
Before delivering, verify each email passes:
Adaptation Notes
When docs are incomplete:
- If
product_brief.md is empty or a template, ask the user for product name and capabilities
- If
testimonials.md has no approved quotes, ask the user for customer names or use "[Company type]s like yours"
- If
messaging_positioning.md is empty, ask the user for pain points
- If no demo/guide links exist in the docs, ask the user what asset to link
Sequence adjustments:
- If the user cannot name the event, use "when we last spoke" as the reference
- If the user wants fewer than 4 emails, generate emails 1, 3, and 4 (drop the peer voice)
- If no peer quote is available, lead Email 2 with a specific statistic or industry trend instead