How it works

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The Upgrade: "Checking the History Books"
You’ve rightly pointed out a classic sales risk: The Embarrassing Pitch.

There is nothing worse than cold-pitching a company, only to be told, "We've been working with your colleague Dave for 5 years." It kills your credibility instantly.

We have added a safety check step to the workflow:

The Memory Check: Before the agent gets excited about a new lead, it pauses. It dives into your Mercury "Placements" history to see if anyone from your company has ever placed a candidate there.

The Smart Pivot:

If New: The AI writes a "Nice to meet you" introduction.

If Existing Client: The AI completely rewrites the script to: "I see we've placed 3 Java Developers with you recently..."

This turns a risky cold call into a warm, informed account management check-in.

Built Using

Quake OpenAi Outlook Mercury FullEnrich
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Mercury trigger 
→ get__api_v1_contacts
Poll Cold Contacts - Scans Mercury for contacts who haven't been active recently to find potential leads.
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FullEnrich action 
→ reverseEmailLookup
Enrich & Verify - Sends the contact to FullEnrich to verify their current email and find their current Company.
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Mercury action 
→ get__api_v1_placements
Check History - Searches Mercury's placement records to see if we have ever successfully placed a candidate with this company.
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OpenAI action 
→ openai_generate_text
Qualify & Draft - AI analyzes the job title and the placement history to draft either a 'Cold' or 'Warm' email intro.
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Quake action 
→ quake_create_candidate
Save to Quake Core - Saves the qualified lead into the central Quake database for reporting.
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Outlook action 
→ sendMailMe
Email Alert - Sends an email to you via Outlook with the lead info and the AI-drafted pitch.