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Our Core Playbook: This is the exact workflow our internal team uses daily to research leads, automate CRM updates, and handle outbound outreach.

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Who should read this

  • Founders & Operators: Automate GTM busywork and maintain pipeline visibility.
  • Growth & Sales Leads: Qualify inbound leads and draft personalized outreach instantly.

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What you’ll learn

  • Build your own intelligent CRM tracker in minutes.
  • Learn how DeepVista handles the busywork for you by researching outbound leads, sending outreach emails, and capturing and following up with inbound leads.
  • Win the new metric for AI-native GTM: Speed to context.

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1. Research Leads and Set Up a CRM Tracker

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Prerequisites

Before you start, make sure you have a DeepVista account with an active project. To create an account, sign up here. Once you’re in, you’ll land on a blank homepage, ready to start.

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Onboard Your Company and Ask DeepVista to Search Leads for You

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Ask DeepVista: "Here's my company website: https://www.yourcompany.com. Help me find 20 leads."

DeepVista will learn your value propositions, ICPs, and key capabilities, then research and generate a table card, which serves as your CRM tracker 1.0.
2

Click the table card to expand the full list.

3

To view details for a specific entry, hover over the table row and click "Open."

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Customize Your Search Fields

  1. To retrieve additional information, prompt DeepVista: “Please add a column for the LinkedIn page. Research and populate it.” The system will automatically add and populate the new column with the requested data.
Want contacts verified against a live database instead of deep research? Connect Apollo integration for Apollo Verified tracker rows.

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2. Draft, Send, and Schedule Outreach Email

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Ask DeepVista to Draft Outreach Email

1

Ask DeepVista: "Help me draft outreach emails for all of the leads."

DeepVista will save your email drafts as context cards.
2

Click into the email card to view and edit the draft.

To make changes, you can also ask DeepVista directly: “Add my email signature.”DeepVista will automatically pull the necessary information from your VistaBase context cards.

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Connect Your Gmail and Send Your Email

1

To send out an email, Click Send and connect your Gmail.

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Make sure DeepVista has all the access it needs.

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Upon success, you'll see the confirmation page below.

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Once ready, click Send in the bottom-right corner, or ask DeepVista to send all of them automatically.

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To confirm, open Gmail and find the sent email in your Gmail "Sent" tab.

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Ask DeepVista to Schedule a Daily Job

1

Ask DeepVista: "Schedule a daily task to source 20 new leads every day. Never repeat companies already in the tracker."

DeepVista will create an automated workflow and a scheduled job for you.
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Click the context cards to view details and make changes.

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3. Keep Your CRM Running With You

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Capture a Note or a Screenshot

  1. Copy and paste it in chat, ask DeepVista to “add customer A to my CRM Tracker.” DeepVista will automatically update the row.

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Monitor your Email

1

Ask DeepVista: Monitor my email inbox and update the CRM Tracker everyday.

DeepVista will create a Scheduled job to run the monitor workflow automatically.
2

Get an email alert when a CRM contact has an update.

3

On the CRM tracker, click to check Person Card for recent interaction.

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Congratulations

You just built an intelligent CRM Tracker. Start acquire, engage, and retain!