Cold Outreach Customization AI Agent with Video & Audio

What This Agent Does

This powerful automation workflow transforms your outreach process by creating hyper-personalized video messages and emails for each prospect. When you submit a lead's information through a simple form, the agent automatically researches the prospect's business, writes a custom video script, generates a personalized video using HeyGen's AI avatars, creates a voice note with ElevenLabs, and sends a tailored email with all these assets. What would typically take 2-3 hours of manual work per prospect is completed in just 10-15 minutes, allowing you to scale your personalized outreach dramatically.

Key benefits include:

• 90% time savings on personalized outreach creation
• Consistent quality across all prospect communications
• Multi-channel engagement with video, voice, and email in one workflow
• Data-driven personalization through automated prospect research
• Scalable 1-to-1 marketing that feels genuinely personal

Ideal use cases:

• Sales teams conducting high-value B2B outreach
• Business development representatives nurturing enterprise leads
• Marketing agencies creating personalized campaigns for clients
• Consultants and coaches reaching out to potential clients
• Real estate professionals connecting with property owners

Who Is It For

This workflow is perfect for sales professionals, business development teams, and entrepreneurs who understand that personalized outreach dramatically improves response rates but struggle to scale their efforts. If you're currently spending hours researching prospects, writing custom scripts, recording videos, and crafting emails—only to reach a handful of leads per day—this automation is your solution.

It's particularly valuable for those targeting high-value prospects where the investment in personalization pays significant dividends. Whether you're selling enterprise software, consulting services, real estate, or premium products, this agent helps you deliver the white-glove experience that decision-makers expect without sacrificing your ability to reach volume.

You should be comfortable with basic automation concepts and willing to invest 30-45 minutes in initial setup. No coding knowledge is required, but you'll need access to several AI services and the budget for API usage (approximately $2-5 per prospect depending on video length and complexity).

Required Integrations

Perplexity AI

Why it's needed: Perplexity conducts deep research on your prospect's business, gathering recent news, company information, pain points, and relevant context that makes your outreach genuinely personalized rather than template-based.

Setup steps:

1. Visit Perplexity AI and create an account
2. Navigate to your account settings or API section
3. Generate a new API key for TaskAGI integration
4. Copy the API key to your clipboard
5. In TaskAGI, go to Integrations → Add Integration
6. Select Perplexity from the list
7. Paste your API key in the authentication field
8. Click Test Connection to verify
9. Save the integration with a memorable name like "Perplexity Research"

Important notes: Perplexity API access may require a Pro subscription. Check current pricing at perplexity.ai/api. Each research query typically costs $0.01-0.05 depending on depth.

OpenAI

Why it's needed: OpenAI's GPT-4 powers two critical components: writing the personalized video script based on research findings, and generating the customized email copy that accompanies your video. GPT-4's advanced reasoning ensures natural, compelling messaging.

Setup steps:

1. Go to platform.openai.com and sign in or create an account
2. Navigate to API Keys in your account dashboard
3. Click Create new secret key
4. Give it a descriptive name like "TaskAGI Outreach"
5. Copy the key immediately (it won't be shown again)
6. In TaskAGI, navigate to Integrations → Add Integration
7. Select OpenAI from the available integrations
8. Paste your API key in the provided field
9. Test the connection to ensure proper authentication
10. Save the integration

Cost considerations: This workflow uses GPT-4o, which costs approximately $0.15-0.30 per prospect depending on script length. Ensure your OpenAI account has billing enabled and sufficient credits.

HeyGen

Why it's needed: HeyGen creates professional AI avatar videos that deliver your personalized script. This eliminates the need to record yourself repeatedly while maintaining the personal touch of video outreach.

Setup steps:

1. Create an account at heygen.com
2. Subscribe to a plan that includes API access (typically Business or Enterprise tier)
3. Navigate to Settings → API Keys in your HeyGen dashboard
4. Generate a new API key for external integrations
5. Copy both your API key and note your account ID
6. In TaskAGI, this integration uses HTTP Request nodes
7. You'll configure the API key directly in the workflow nodes (detailed in Configuration Steps)
8. Store your HeyGen API key securely in TaskAGI's credential manager

Important: HeyGen requires a paid subscription for API access. Video generation costs vary by plan but typically range from $1-3 per video minute. Choose an avatar during workflow configuration.

ElevenLabs

Why it's needed: ElevenLabs generates a high-quality voice note that accompanies your email, providing an audio alternative for prospects who prefer listening over watching video.

Setup steps:

1. Sign up at elevenlabs.io
2. Choose a subscription plan with API access (Creator or above)
3. Go to your Profile Settings → API Keys
4. Click Generate API Key
5. Copy the generated key
6. In TaskAGI, go to Integrations → Add Integration
7. Select ElevenLabs from the integration library
8. Paste your API key
9. Test the connection
10. Save with a name like "ElevenLabs Voice"

Voice selection: During workflow configuration, you'll choose from available voices. Preview voices in your ElevenLabs dashboard to select one that matches your brand personality.

Google Drive

Why it's needed: Google Drive stores the generated voice notes, providing reliable hosting and shareable links that you'll include in your outreach emails.

Setup steps:

1. Ensure you have a Google account with Drive access
2. In TaskAGI, navigate to Integrations → Add Integration
3. Select Google Drive
4. Click Connect with Google
5. Authenticate using OAuth (you'll be redirected to Google)
6. Grant TaskAGI the necessary permissions:
   • Upload files
   • Create files
   • View and manage Drive files
7. Select the Google account you want to use
8. Complete the authorization flow
9. Return to TaskAGI and verify the connection is active

Folder organization: Consider creating a dedicated folder in Google Drive for voice notes. You'll specify the folder ID during workflow configuration.

Gmail

Why it's needed: Gmail sends the final personalized email containing your video link, voice note, and custom message to each prospect.

Setup steps:

1. In TaskAGI, go to Integrations → Add Integration
2. Select Gmail from the integration options
3. Click Connect with Google
4. Authenticate with the Google account you'll send emails from
5. Grant permissions for:
   • Send email on your behalf
   • View email settings
6. Complete the OAuth authorization
7. Verify the connection shows as active
8. Test by sending yourself a test email

Best practices: Use a professional email address. Consider email sending limits (Gmail allows 500 emails per day for standard accounts, 2,000 for Google Workspace).

Configuration Steps

Step 1: Configure the Lead Input Form

The workflow begins with a form trigger that collects prospect information.

1. Click on the Lead Input Form node
2. Configure the following form fields:
   • Name (text field, required): Prospect's full name
   • Email (email field, required): Prospect's email address
   • Company (text field, required): Company name
   • Website (URL field, optional): Company website for research
   • Industry (text field, optional): Industry or sector
   • Notes (textarea, optional): Any additional context
3. Customize the form title: "New Prospect Intake"
4. Add a description: "Submit prospect details to generate personalized outreach"
5. Save the form configuration

Data mapping: These form fields will be referenced throughout the workflow using variables like [[trigger.name]], [[trigger.email]], etc.

Step 2: Research Prospect Configuration

The Research Prospect node uses Perplexity to gather intelligence.

1. Select your Perplexity integration from the dropdown
2. Configure the search prompt:

Research this business prospect for personalized sales outreach:

Company: [[trigger.company]]
Website: [[trigger.website]]
Industry: [[trigger.industry]]
Contact: [[trigger.name]]

Find:
- Recent company news and developments
- Business challenges in their industry
- Company size and growth trajectory
- Key initiatives or projects
- Pain points our solution could address

Provide a comprehensive summary for crafting personalized outreach.

3. Set Search Depth to detailed for thorough research
4. Enable Include Citations to track information sources
5. Set timeout to 30 seconds

Output: This node produces [[nodes.4362.result]] containing the research summary.

Step 3: Write Video Script Configuration

The Write Video Script node uses GPT-4 to create your personalized script.

1. Select your OpenAI integration
2. Choose model: gpt-4o
3. Set temperature to 0.7 for creative but focused output
4. Configure max tokens: 500 (approximately 60-90 seconds of video)
5. Enter the system prompt:

You are a Script Writing Agent for personalized video outreach. Create engaging, conversational scripts for AI avatar videos.

Requirements:
- 60-90 seconds when spoken
- Conversational and warm tone
- Address prospect by first name
- Reference specific research findings
- Clear value proposition
- Strong call-to-action
- Natural speech patterns (contractions, pauses)

Format as plain text, ready for text-to-speech.

6. Configure the user prompt:

Create a personalized video script for:

Prospect: [[trigger.name]] at [[trigger.company]]

Research findings:
[[nodes.4362.result]]

Our value proposition: [INSERT YOUR VALUE PROPOSITION HERE]

Call-to-action: [INSERT YOUR DESIRED CTA - e.g., "book a 15-minute call"]

Write the complete script now.

7. Customize the value proposition and CTA for your business

Output: [[nodes.4364.choices.0.message.content]] contains your video script.

Step 4: Create HeyGen Video Configuration

The Create HeyGen Video node generates your AI avatar video.

1. Node type: HTTP Request
2. Method: POST
3. URL: https://api.heygen.com/v1/video.generate
4. Headers:
   • X-Api-Key: [[your_heygen_api_key]] (use credential reference)
   • Content-Type: application/json
5. Body (JSON):

{
  "video_inputs": [{
    "character": {
      "type": "avatar",
      "avatar_id": "your_chosen_avatar_id",
      "avatar_style": "normal"
    },
    "voice": {
      "type": "text",
      "input_text": "[[nodes.4364.choices.0.message.content]]",
      "voice_id": "your_chosen_voice_id"
    },
    "background": {
      "type": "color",
      "value": "#FFFFFF"
    }
  }],
  "dimension": {
    "width": 1280,
    "height": 720
  },
  "aspect_ratio": "16:9",
  "test": false
}

6. Replace your_chosen_avatar_id with an avatar ID from your HeyGen account
7. Replace your_chosen_voice_id with a voice ID from HeyGen
8. Adjust background color and dimensions as needed

Finding avatar and voice IDs: Log into HeyGen, go to Avatars/Voices, and copy the IDs of your preferred options.

Output: [[nodes.4365.video_id]] contains the video generation job ID.

Step 5: Wait for Video Processing

The Wait for Video Processing node ensures the video completes before proceeding.

1. Wait type: Delay
2. Duration: 120 seconds (2 minutes)
3. Note: HeyGen videos typically take 1-3 minutes to generate

Optimization tip: For longer scripts, increase wait time to 180 seconds.

Step 6: Get Video Status Configuration

The Get Video Status node retrieves the completed video URL.

1. Node type: HTTP Request
2. Method: GET
3. URL: https://api.heygen.com/v1/video_status.get?video_id=[[nodes.4365.video_id]]
4. Headers:
   • X-Api-Key: [[your_heygen_api_key]]
5. Parse response to extract video URL

Output: [[nodes.4368.video_url]] contains the shareable video link.

Step 7: Generate Voice Note Configuration

The Generate Voice Note node creates an audio alternative.

1. Select your ElevenLabs integration
2. Choose a voice from your available voices (preview in ElevenLabs dashboard)
3. Input text:

Hi [[trigger.name]], this is [YOUR NAME] from [YOUR COMPANY]. 

[[nodes.4364.choices.0.message.content]]

Looking forward to connecting!

4. Voice settings:
   • Stability: 0.5 (balanced)
   • Similarity Boost: 0.75 (clear voice)
   • Style: 0.0 (neutral)
5. Output format: mp3
6. Model: eleven_monolingual_v1 (or eleven_multilingual_v2 if needed)

Output: [[nodes.4369.audio]] contains the audio file data.

Step 8: Upload Voice to Drive Configuration

The Upload Voice to Drive node stores and shares the voice note.

1. Select your Google Drive integration
2. File name: Voice_Note_[[trigger.name]]_[[timestamp]].mp3
3. File content: [[nodes.4369.audio]]
4. Folder ID: Enter your target folder ID (find in Drive URL)
5. Convert to Google format: No
6. Sharing settings: Set to Anyone with the link can view

Getting folder ID: Open the folder in Google Drive, copy the ID from the URL after /folders/.

Output: [[nodes.4371.webViewLink]] contains the shareable link.

Step 9: Generate Email Configuration

The Generate Email node creates personalized email copy.

1. Select your OpenAI integration
2. Model: gpt-4o
3. Temperature: 0.7
4. Max tokens: 400
5. System prompt:

You are an Outreach Email Copywriter. Create compelling, personalized emails that accompany video messages.

Requirements:
- Professional but conversational tone
- Reference the video and voice note
- Personalized based on research
- Clear value proposition
- Specific call-to-action
- Brief (150-200 words)

Output format:
{
  "subject": "email subject line",
  "body": "email body text"
}

Return valid JSON only.

6. User prompt:

Create an outreach email for:

Prospect: [[trigger.name]] at [[trigger.company]]

Research context:
[[nodes.4362.result]]

Video URL: [[nodes.4368.video_url]]
Voice note URL: [[nodes.4371.webViewLink]]

Our value: [YOUR VALUE PROPOSITION]
CTA: [YOUR CALL-TO-ACTION]

Generate the email now.

7. Enable Parse JSON Response

Output: [[nodes.4372.subject]] and [[nodes.4372.body]] contain email components.

Step 10: Send Email Configuration

The Send Email node delivers your complete outreach.

1. Select your Gmail integration
2. To: [[trigger.email]]
3. Subject: