Outreach

Sales

Neotask turns Outreach into your autonomous sales engagement engine — manage prospects, accounts, opportunities, and meeting intelligence through OpenClaw.

What You Can Do

Outreach through Neotask provides 15 actions that span the sales engagement workflow:

| Area | Actions | What They Do |

|------|---------|-------------|

| Prospects | Get by ID, search by name, search by external ID | Find and retrieve prospect details from your database |

| Accounts | Get by ID, search by name, search by external ID | Look up company accounts with any identifier |

| Opportunities | Get by ID, search by name, search by external ID | Track deals through your pipeline |

| Users | Get by ID, search by name, search by external ID | Find team members and check ownership |

| Sequences | Search by name | Find email sequences for enrollment |

| Meetings | Fetch Kaia meetings | Pull AI-recorded meeting summaries and action items |

| Emails | Search emails | Find email communications across prospect interactions |

Every action runs autonomously or requires your approval — you decide.

Try Asking

  • "Find the prospect record for Sarah Chen at Acme Corp"
  • "Show me all opportunities in the Enterprise pipeline worth over $50K"
  • "Pull the Kaia meeting recordings from this week's discovery calls"
  • "Search for the 'Inbound Demo Follow-Up' sequence"
  • "What emails have we sent to the Databricks account in the last 30 days?"
  • "Who owns the Stripe account in Outreach?"
  • "Find all prospects at companies with more than 500 employees"
  • "Look up the opportunity tied to external deal ID CRM-4521"

    • Pro Tips

  • Combine Kaia meeting summaries with prospect data to generate post-call follow-up plans automatically.
  • Use multi-agent teams where one agent pulls Outreach data and another drafts personalized sequences based on meeting insights.
  • Schedule weekly pipeline reviews through automations — agents can summarize opportunity movement and flag stalled deals.
  • Pair Outreach with your CRM in an app group so pipeline changes sync bidirectionally without manual data entry.
  • Search by external ID when integrating with other systems — it is the most reliable cross-platform identifier.
  • Approval gates on sequence enrollment let managers review outbound campaigns before they launch.

    • Works Well With