sequence-load

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Original

English
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Translation

Chinese

Sequence Load

序列加载

Find, enrich, and load contacts into an outreach sequence — end to end. The user provides targeting criteria and a sequence name via "$ARGUMENTS".
端到端地查找、补全客户信息并将联系人加载到开发序列中。用户通过「$ARGUMENTS」提供目标筛选条件和序列名称。

Examples

示例

  • /apollo:sequence-load add 20 VP Sales at SaaS companies to my "Q1 Outbound" sequence
  • /apollo:sequence-load SDR managers at fintech startups → Cold Outreach v2
  • /apollo:sequence-load list sequences
    (shows all available sequences)
  • /apollo:sequence-load directors of engineering, 500+ employees, US → Demo Follow-up
  • /apollo:sequence-load reload 15 more leads into "Enterprise Pipeline"
  • /apollo:sequence-load 将SaaS公司的20位销售副总裁添加到我的「Q1主动获客」序列
  • /apollo:sequence-load 金融科技初创公司的SDR经理 → 主动获客版本2
  • /apollo:sequence-load list sequences
    (显示所有可用序列)
  • /apollo:sequence-load 工程总监,员工规模500+,美国 → 演示跟进
  • /apollo:sequence-load 再将15个潜在客户加载到「企业客户管道」序列

Step 1 — Parse Input

步骤1 — 解析输入

From "$ARGUMENTS", extract:
Targeting criteria:
  • Job titles →
    person_titles
  • Seniority levels →
    person_seniorities
  • Industry keywords →
    q_organization_keyword_tags
  • Company size →
    organization_num_employees_ranges
  • Locations →
    person_locations
    or
    organization_locations
Sequence info:
  • Sequence name (text after "to", "into", or "→")
  • Volume — how many contacts to add (default: 10 if not specified)
If the user just says "list sequences", skip to Step 2 and show all available sequences.
从「$ARGUMENTS」中提取:
目标筛选条件:
  • 职位头衔 →
    person_titles
  • 职级 →
    person_seniorities
  • 行业关键词 →
    q_organization_keyword_tags
  • 公司规模 →
    organization_num_employees_ranges
  • 所在地 →
    person_locations
    organization_locations
序列信息:
  • 序列名称(位于「to」「into」或「→」之后的文本)
  • 数量 — 要添加的联系人数量(默认:未指定时为10)
如果用户仅输入「list sequences」,则跳过步骤2,直接显示所有可用序列。

Step 2 — Find the Sequence

步骤2 — 查找序列

Use
mcp__claude_ai_Apollo_MCP__apollo_emailer_campaigns_search
to find the target sequence:
  • Set
    q_name
    to the sequence name from input
If no match or multiple matches:
  • Show all available sequences in a table: | Name | ID | Status |
  • Ask the user to pick one
使用
mcp__claude_ai_Apollo_MCP__apollo_emailer_campaigns_search
查找目标序列:
  • q_name
    设置为输入中的序列名称
如果未找到匹配项或存在多个匹配项:
  • 以表格形式显示所有可用序列:| 名称 | ID | 状态 |
  • 请用户选择一个

Step 3 — Get Email Account

步骤3 — 获取邮箱账户

Use
mcp__claude_ai_Apollo_MCP__apollo_email_accounts_index
to list linked email accounts.
  • If one account → use automatically
  • If multiple → show them and ask which to send from
使用
mcp__claude_ai_Apollo_MCP__apollo_email_accounts_index
列出已关联的邮箱账户。
  • 如果只有一个账户 → 自动使用该账户
  • 如果有多个账户 → 显示账户列表并询问使用哪个账户发送邮件

Step 4 — Find Matching People

步骤4 — 查找匹配的潜在客户

Use
mcp__claude_ai_Apollo_MCP__apollo_mixed_people_api_search
with the targeting criteria.
  • Set
    per_page
    to the requested volume (or 10 by default)
Present the candidates in a preview table:
#NameTitleCompanyLocation
Ask: "Add these [N] contacts to [Sequence Name]? This will consume [N] Apollo credits for enrichment."
Wait for confirmation before proceeding.
结合目标筛选条件,使用
mcp__claude_ai_Apollo_MCP__apollo_mixed_people_api_search
  • per_page
    设置为请求的数量(默认:10)
以预览表格形式展示候选客户:
序号姓名职位公司所在地
询问:「是否将这[N]个联系人添加到[序列名称]?此操作将消耗[N]个Apollo credits用于客户信息补全。」
在继续操作前等待用户确认。

Step 5 — Enrich and Create Contacts

步骤5 — 补全信息并创建联系人

For each approved lead:
  1. Enrich — Use
    mcp__claude_ai_Apollo_MCP__apollo_people_bulk_match
    (batch up to 10 per call) with:
    • first_name
      ,
      last_name
      ,
      domain
      for each person
    • reveal_personal_emails
      set to
      true
  2. Create contacts — For each enriched person, use
    mcp__claude_ai_Apollo_MCP__apollo_contacts_create
    with:
    • first_name
      ,
      last_name
      ,
      email
      ,
      title
      ,
      organization_name
    • direct_phone
      or
      mobile_phone
      if available
    • run_dedupe
      set to
      true
Collect all created contact IDs.
对于每个已获批准的潜在客户:
  1. 信息补全 — 使用
    mcp__claude_ai_Apollo_MCP__apollo_people_bulk_match
    (每次调用最多批量处理10个),参数包括:
    • 每位客户的
      first_name
      last_name
      domain
    • reveal_personal_emails
      设置为
      true
  2. 创建联系人 — 对于每个已补全信息的客户,使用
    mcp__claude_ai_Apollo_MCP__apollo_contacts_create
    ,参数包括:
    • first_name
      last_name
      email
      title
      organization_name
    • 若有可用信息,添加
      direct_phone
      mobile_phone
    • run_dedupe
      设置为
      true
收集所有已创建的联系人ID。

Step 6 — Add to Sequence

步骤6 — 添加到序列

Use
mcp__claude_ai_Apollo_MCP__apollo_emailer_campaigns_add_contact_ids
with:
  • id
    : the sequence ID
  • emailer_campaign_id
    : same sequence ID
  • contact_ids
    : array of created contact IDs
  • send_email_from_email_account_id
    : the chosen email account ID
  • sequence_active_in_other_campaigns
    :
    false
    (safe default)
使用
mcp__claude_ai_Apollo_MCP__apollo_emailer_campaigns_add_contact_ids
,参数包括:
  • id
    :序列ID
  • emailer_campaign_id
    :与序列ID相同
  • contact_ids
    :已创建的联系人ID数组
  • send_email_from_email_account_id
    :所选的邮箱账户ID
  • sequence_active_in_other_campaigns
    false
    (安全默认值)

Step 7 — Confirm Enrollment

步骤7 — 确认加入成功

Show a summary:

Sequence loaded successfully
FieldValue
Sequence[Name]
Contacts added[count]
Sending from[email address]
Credits used[count]
Contacts enrolled:
NameTitleCompanyEmail

显示汇总信息:

序列加载成功
字段
序列[名称]
添加的联系人数量[count]
发送邮箱[邮箱地址]
消耗的Credits[count]
已加入序列的联系人:
姓名职位公司邮箱

Step 8 — Offer Next Actions

步骤8 — 提供后续操作选项

Ask the user:
  1. Load more — Find and add another batch of leads
  2. Review sequence — Show sequence details and all enrolled contacts
  3. Remove a contact — Use
    mcp__claude_ai_Apollo_MCP__apollo_emailer_campaigns_remove_or_stop_contact_ids
    to remove specific contacts
  4. Pause a contact — Re-add with
    status: "paused"
    and an
    auto_unpause_at
    date
询问用户:
  1. 加载更多 — 查找并添加另一批潜在客户
  2. 查看序列 — 显示序列详情及所有已加入的联系人
  3. 移除联系人 — 使用
    mcp__claude_ai_Apollo_MCP__apollo_emailer_campaigns_remove_or_stop_contact_ids
    移除特定联系人
  4. 暂停联系人 — 以
    status: "paused"
    auto_unpause_at
    日期重新添加联系人