Email templates
Write once, personalize everywhere.
Merge tags fill in names and companies across campaigns, workflows and the mailbox.
Reusable personalized sales email templates
Write it once. Personalize it everywhere.
Save the subjects and bodies your team reuses in campaigns and workflow emails. Merge tags fill in each lead's name and company.
Intro call
Preview as
SubjectQuick question about Brightpath Health
Hi Daniel, thanks for reaching out. We've shipped similar projects for teams like Brightpath Health, and I'd love to hear what you're planning. Do you have 20 minutes this week?
Nadia Karim · Kestrel Studio
Used in 3 campaigns2 workflow emailsFollow-up
Before and after
Your best emails, ready to reuse. Personal every time.
Good emails get rewritten from memory or copied from old threads, and every rep sends a slightly different version.
- Send the intro emailOld sent mailcopyedit names
- Personalize at scaleEdit each email by hand
- Keep wording consistentShared docoutdated copies
Template library
Your best emails, ready to reuse.
Sort templates by category, such as welcome, follow-up or newsletter, so the right one is a click away when you build a campaign.
Write in the editor, preview the result and keep categories tidy as the library grows.
- Categories like Welcome, Follow-up and Newsletter
- HTML body with a preview
- Edit anytime
Add tokens like {{first_name}} and {{company}}, and every lead gets their own version. Preview before you use it.
- {{first_name}}, {{company}} and other lead fields
- Works in subjects and bodies
- Preview before sending
Pick a template in a campaign or in a workflow's Send email action, and keep the wording consistent across the team.
- Campaign emails
- Workflow Send email actions
- Shared across the workspace
Capabilities
A library the whole team shares.
Library
Categories
Welcome, follow-up, newsletter and your own, so the right one is easy to find.
Tokens
Merge tags
{{first_name}}, {{company}} and other lead fields in subjects and bodies.
Preview
Preview
See how the email renders before it goes into a campaign.
Reuse
Used everywhere
Campaign emails and workflow Send email actions use the same templates.
By the numbers
Write once, send right.
- shared library
- 1
- The whole workspace works from the same templates.
- places to use them
- 2
- Campaign emails and workflow emails.
- names typed by hand
- 0
- Merge tags fill in each lead's details.
By team
Templates each team keeps.
Sales
The same great intro from every rep.
One tested intro, personalized for every lead it goes to.
Sales playbook0/4 done
- Pick Intro call
- Preview it as the lead
- Use it in a campaign
- Improve the copy for everyone
What your agent can do
Read and act across the whole workspace.
Connect Claude, ChatGPT, Cursor, Claude Code, Codex or Antigravity. Sign in with OAuth, then find hot leads, preview campaigns and build workflows in plain language, on live CRM data.
- Claude Desktop
- ChatGPT
- Cursor
- Claude Code
- Codex
- Antigravity
/api/v1/mcp · OAuth
Draft a 3-step sequence for SaaS buyers
Lead fields such as {{first_name}} and {{company}}. They fill in from each lead's record when the email sends.
Yes. A workflow's Send email action can use any saved template.
Yes. Preview shows how the email looks before you use it in a campaign.
Stop rewriting the same email.
Save your first template and use it in a campaign today.