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02 · CaptureApex tier
Daily saved-search outreach

Turn a Saved LinkedIn Search into Daily Approved Pipeline with an AI Agent

The flagship capture loop: a saved LinkedIn signal runs every day — search, filter, enrich, draft — then stops and asks you. Only approved outreach sends; everything is logged.

The Loadout, step by step

  1. See
    searchRun the saved signal — the same ICP search, every day.
  2. Decide
    enrichEnrich new matches; keep only real ICP fits.
  3. Decide
    list_actionsCheck history — never double-touch someone the loop already reached.
  4. Act
    send_messageDraft light outreach for the keepers and queue it — send and log only what you approve.

The loadout.md — paste it to your agent

One portable file: config questions first, real MCP tools in the steps, a hard approval gate. Save it as daily-saved-search-outreach.loadout.md or paste it straight into Claude, ChatGPT, or Cursor once Apex is connected.

# Daily saved-search outreach — Loadout

```yaml
loadout: daily-saved-search-outreach
tier: apex                # Apex tier (or an active Apex trial)
mcp: https://apex.leadshark.io/mcp
```

**The job:** The flagship capture loop: a saved LinkedIn signal runs every day — search, filter, enrich, draft — then stops and asks you. Only approved outreach sends; everything is logged.

## Before you run — ask the user

Only ask what you don't already know — check the conversation, your memory,
and the account itself first. Confirm anything you inferred in one line
instead of re-interviewing.

1. **What's the saved search / ICP signal to run?** (role, company type, region)
2. **What's the daily cap on new prospects to draft for?**
3. **What's the outreach angle — the offer or reason to start the conversation?**
4. **Who should never be contacted?** (customers, competitors, a suppression list)

## Steps

1. **See** — call `search`: Run the saved signal — the same ICP search, every day.
2. **Decide** — call `enrich`: Enrich new matches; keep only real ICP fits.
3. **Decide** — call `list_actions`: Check history — never double-touch someone the loop already reached.
4. **Act** — call `send_message`: Draft light outreach for the keepers and queue it — send and log only what you approve.

## STOP — approval gate

Present everything you found and drafted BEFORE any write. Do not send,
schedule, publish, connect, or create automations until the user approves.
Edits beat re-drafts: apply their changes, don't start over.

## Never

- Write to LinkedIn without explicit approval this run.
- Invent facts, numbers, results, or people.
- Contact anyone on the do-not-engage list, or double-touch someone
  (check `list_actions` first).
- Retry around a refusal — report what was refused and why.

## Done means

- The user approved the drafts (aim for ≤2 edit rounds).
- Approved actions are queued or scheduled — verify via `list_actions`.
- Report back: what ran, what's staged, and where to monitor it.

## Why this stays account-safe

Read-only until the last step. Drafts stage in the approval queue, sends share your daily budgets, and list_actions keeps the loop deduped across days — the same discipline whether it runs once or every morning.

In a hurry? The one-liner

Using Apex, every day: run my saved search for {ICP signal}. Filter out bad fits, enrich the rest, and check list_actions so we never double-touch anyone. Draft light outreach for the top 10 and queue everything for my approval — send and log only what I approve.

Run this Loadout with your agent

Connect Claude, ChatGPT, or Cursor to Apex in about five minutes — one-time 24-hour free trial, no credit card.