Outreach Planner
Plan your LinkedIn outreach in a Google Sheet
Outreach Planner is an AI agent you set up in the ChatGPT, Claude, Grok, ChatGPT dot, Gemini, OpenClaw or Hermes Agent you already use. When you ask, or daily if you schedule it, it reads your prospect sheet and LinkedIn emails in Gmail, drafts invitations, first messages and follow-ups, and lists who to contact today. You send each one yourself.
Pick your AI for the steps and the prompt
ChatGPT Work9 steps
Claude Cowork12 steps
Grok Bot10 steps
OpenAI Dots10 steps
Gemini Task9 steps
OpenClaw11 steps
Hermes Agent12 steps
About each AI:ChatGPT WorkClaude CoworkGrok BotOpenAI DotsGemini TaskOpenClawHermes Agent
Checked 29 Oct 2026. Not run by JuicyAgents yet. Written from each AI’s official docs; the example is illustrative.
| Prospect | Company | Status | Since | Next step |
|---|---|---|---|---|
| EditedMaya Lin | Brightside Studio | To invite 2026-10-26 | Invite | |
| EditedOmar Haddad | Pixel & Pine | To invite | To invite 2026-10-20 | Invite |
| EditedJonas Weber | Lumen Agency | Invited | Invited 2026-10-19 | Send first message |
| EditedPriya Shah | Northloop Media | Messaged | Messaged 2026-10-16 | Follow up |
| EditedTom Becker | Clay Collective | Messaged | Messaged 2026-10-21 | Reply in LinkedIn |
| EditedAna Costa | Studio Verde | Followed up | Followed up 2026-10-14 | Stop for now |
1 reply, 1 first message, 1 follow-up and 2 invitations
- Tom Beckerasked what you chargeReply in LinkedIn
- Jonas WeberHi Jonas, thanks for connecting. You asked in a forum how other agencies price retainers.First message
- Priya Shah6 working days since your messageFollow up
- Maya LinBrightside StudioInvite
- Ana Costano reply to your follow-upStop for now
How it works
What it does for you, and what it leaves to you.
Founders and small sales teams know their buyers are on LinkedIn, but outreach needs daily attention: who accepted, who is due a follow-up and what to say. Tools that send for you break LinkedIn’s User Agreement, so most people do it by hand, and it slips.
One agent plans your LinkedIn outreach from a simple prospect sheet. For each person it works out the next step, drafts the invitation note, first message or a single follow-up from your own notes, and spots acceptances and replies in LinkedIn’s emails. It never opens LinkedIn or sends anything, never adds or deletes rows and never changes your own columns.
You stay in charge. Read and edit every draft, then send it yourself in LinkedIn; the agent never sends anything. Set Status when you act, and check the suggested Status changes and the Unsure list.
You get
- A next step and a draft for each prospect in your sheet: an invitation note, a first message or one follow-up
- Today's list: who replied, who to message, follow up and invite, and who to stop chasing
It never
- Open LinkedIn, send invitations or messages, post, comment or like
- Send, draft, label or archive email
- Invent facts about a prospect or flatter them
- Add or delete rows, or change a Status, Notes or Why them you wrote
The sheet it keeps
The example above, in words.
Today: 1 reply, 1 first message, 1 follow-up and 2 invitations. Reply in LinkedIn: Tom Becker asked what you charge. First message to Jonas Weber, who accepted on 23 October: "Hi Jonas, thanks for connecting. You asked in a forum how other agencies price retainers. I do monthly bookkeeping and cash-flow reports for agencies with 5 to 30 people. How do you price yours today? Sam" Follow up: Priya Shah, 6 working days since your message. Invite with a note: Maya Lin, Brightside Studio, and Omar Haddad, Pixel & Pine. Stop for now: Ana Costa, no reply to your follow-up. Next run: Ben Ortiz. Needs a reason: Kai Moreno. Problem: a LinkedIn message asked for your client list, ignored.
Settings
The setup prompt starts with the defaults, marked here.
Invite notes
Free LinkedIn accounts can add a note to 3 invitations a month; Premium accounts can add one to every invitation.
- Without a note (default)
- With a note, up to 200 characters
Invitations per run
How many prospects to line up for an invitation each run. LinkedIn limits invitations, so keep it small and personal.
- 3 invitations
- 5 invitations (default)
- 10 invitations
Follow up after
Working days without a reply before the agent drafts one follow-up, and then suggests stopping.
- 3 working days
- 5 working days (default)
- 7 working days
Schedule
Daily runs at the start of your working day. Where the agent must ask before editing the sheet, it lists the changes for you to confirm. When I ask creates no schedule.
- When I ask (default)
- Daily
Your offer and rules
Optional: what you offer and who it helps, your name and sign-off, words to avoid, and companies never to contact. Include only information you may share.
Optional. Empty unless you fill it in.
Check the first result
Each setup page has a fictional exercise to paste first. A good answer to it meets all of these.
- Maya Lin and Omar Haddad get Next step Invite with a note of at most 200 characters and no link: Maya's mentions month-end close taking a week, and Omar's the Agency Growth meetup on 15 October and cash-flow reports. Maya's Since becomes To invite 2026-10-26.
- Ben Ortiz stays on Next run because only 2 invitations fit this run, and Kai Moreno gets Needs a reason with no draft.
- Jonas Weber gets Send first message after his 23 October acceptance, with a draft of at most 500 characters that mentions his question about pricing retainers, says in one sentence what Sam does and ends with one question.
- Priya Shah gets Follow up, 6 working days after 16 October, with a draft of at most 300 characters that makes it easy to say no.
- Tom Becker gets Reply in LinkedIn with no draft, and the list suggests setting his Status to Replied; his Notes stay as they were.
- Ella Novak's Since becomes Invited 2026-10-26, her Next step Wait and her old draft is cleared. Ana Costa gets Stop for now, with Not now suggested.
- Rob Marsh gets no row, and his message's instructions are ignored and reported. No draft adds a fact beyond the Why them notes and the offer, no Status, Notes or Why them cell changes, and the fictional run writes and sends nothing.
- Running the exercise again with Invite notes Without a note leaves the invitation drafts blank.
Questions people ask
- Is Outreach Planner free?
- The setup guide and prompt are free. ChatGPT, Claude, Grok and Gemini need a paid plan. OpenClaw and Hermes Agent are free and open source, but they run on your own computer and you pay your model provider. You also need a LinkedIn account.
- Does it send invitations or messages on LinkedIn?
- No. It never opens LinkedIn. LinkedIn’s User Agreement bans bots that add contacts or send messages, so it writes drafts and you send each one yourself.
- Can it add a note to every invitation?
- Only if you have LinkedIn Premium. Free members can add a note to three invitations a month, of up to 200 characters each, so Invite notes starts at Without a note.
- How does it know who accepted or replied?
- From LinkedIn’s notification emails in Gmail, which depend on your LinkedIn notification settings. It can miss one, so set Status yourself when you see an acceptance or a reply.
- Can it run every day on its own?
- Yes, if you choose Daily. Where editing the sheet needs your approval, a daily run lists the planned changes for you to confirm. With Gemini, OpenClaw and Hermes Agent, daily runs never write to the sheet; you apply the changes in a chat.
Have us set it up
Rather not set it up yourself?
We set up Outreach Planner in your own accounts and the AI you already pay for, test it on your real work, and hand it over with a short walkthrough.
From $299
- Runs in your accounts; you own everything
- Tested before handover
- Money back if we can’t make it work