Setup Email Drafts for Demo Outreach

Announce:

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Email Draft Pipeline started.
Checking environment...
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STEP 0 — Check Environment

Read .env in the current directory and source it:

source .env

The .env file should contain tokens for:

• CRM API — for querying opportunities and creating tasks (variable name should contain "CRM" + "TOKEN")
• Notification Service Draft API — for creating email drafts (variable name should contain "DRAFT" and "TOKEN" or "BEARER")

If the .env file is missing or doesn't contain recognizable tokens for both services, stop immediately and ask the user to provide them.

Note on env var placeholders: Throughout this skill, $<CRM_TOKEN_VAR> and $<DRAFT_TOKEN_VAR> mean "use the actual variable name you found in .env." Substitute with the real variable names when running commands.

Once verified, announce: Environment OK. Checking demo readiness...

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STEP 1 — Verify All Demos Are Ready

Query CRM for ANY opportunities at SCREENING stage with demoStatus = PENDING_REVIEW:

curl -s -X POST https://crm.psquared.dev/graphql \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer $<CRM_TOKEN_VAR>" \
  -d '{"query":"{ opportunities(filter: { stage: { eq: SCREENING }, demoStatus: { eq: PENDING_REVIEW } }, first: 5) { edges { node { id name } } } }"}'

If any PENDING_REVIEW found: Stop and announce:

❌ [N] demos still pending review:
  - [Company A]
  - [Company B]
Run /review-demos first before setting up email drafts.

If none found: Continue.

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STEP 2 — Collect OK_TO_SEND Opportunities

Query CRM for opportunities with demoStatus = OK_TO_SEND:

curl -s -X POST https://crm.psquared.dev/graphql \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer $<CRM_TOKEN_VAR>" \
  -d '{"query":"{ opportunities(filter: { stage: { eq: SCREENING }, demoStatus: { eq: OK_TO_SEND } }, first: 50) { edges { node { id name demoUrl { primaryLinkUrl } company { id name domainName { primaryLinkUrl } } pointOfContact { id name { firstName lastName } emails { primaryEmail } } } } } }"}'

For each opportunity, extract:

• opportunityId, opportunityName
• companyId, companyName, companyDomain
• demoUrl (from demoUrl.primaryLinkUrl)
• Contact: firstName, lastName, email (from pointOfContact)

If no contact or no email on the contact: Add to skip list with reason "No contact email found". Continue to next.

If no OK_TO_SEND opportunities: Announce "No demos ready to send" and stop.

Announce:

Found [N] demos ready for outreach:
1. [Company Name] → [contact email]
2. [Company Name] → [contact email]
...
Skipped (no contact): [list if any]

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STEP 3 — Determine Template ID

Look up the demo-outreach template ID from the notification service DB. Use the Supabase MCP to query:

Use mcp__plugin_supabase_supabase__execute_sql with:
  project_id: "fyqbhpwqlamjhoohkldu"
  query: SELECT id, locale FROM email_templates WHERE module = 'inboxmate' AND topic = 'demo-outreach'

For each opportunity, determine the locale:

• If company domain is .at, .de, .ch → locale de
• If company website was in German during demo review → locale de
• Otherwise → locale en

Match the template ID for the correct locale.

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STEP 4 — For Each Opportunity

4a — Create CRM Task

curl -s -X POST https://crm.psquared.dev/graphql \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer $<CRM_TOKEN_VAR>" \
  -d '{"query":"mutation { createTask(data: { title: \"Send initial outreach for Demo [Company Name]\", status: TODO }) { id } }"}'

Then link to opportunity:

curl -s -X POST https://crm.psquared.dev/graphql \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer $<CRM_TOKEN_VAR>" \
  -d '{"query":"mutation { createTaskTarget(data: { taskId: \"[taskId]\", opportunityId: \"[opportunityId]\" }) { id } }"}'

4b — Create Email Draft

Generate a 1-2 sentence customHook personalized to the company — something specific about their website, product, or situation that shows the email isn't generic. Base this on the company name, domain, and what you know from the demo review.

curl -s -X POST https://notifications.psquared.dev/drafts/create \
  -H "Content-Type: application/json" \
  -H "Authorization: Bearer $<DRAFT_TOKEN_VAR>" \
  -d '{
    "templateId": "[template UUID]",
    "locale": "[de|en]",
    "recipientEmail": "[contact email]",
    "recipientName": "[contact first name]",
    "variables": {
      "contactName": "[first name]",
      "companyName": "[Company Name]",
      "demoUrl": "[demo playground URL]",
      "customHook": "[personalized 1-2 sentences]",
      "senderName": "Martin"
    },
    "crmCompanyId": "[company ID]",
    "crmOpportunityId": "[opportunity ID]",
    "crmCompanyName": "[Company Name]"
  }'

Announce after each: Draft created: [Company Name] → [email]

Note: This skill does NOT update CRM fields. The notification service updates them automatically when emails are sent from the admin UI:

On send	Field	Value
Outreach email sent	demoStatus	SENT
Outreach email sent	outreachSentAt	current timestamp
Follow-up email sent	demoStatus	FOLLOW_UP_SENT
Follow-up email sent	followupSentAt	current timestamp

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STEP 5 — Report

Announce:

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Email Draft Setup complete.

Drafts created: [N]
  - [Company A] → kontakt@firma.at
  - [Company B] → info@company.com

Skipped (no contact email): [N]
  - [Company C] — no contact with email found

CRM tasks created: [N]

Next step: Review and send drafts at
→ notifications.psquared.dev/drafts
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