Save Prospect Draft Tool
save-prospect-draft-toolInternal Coderbuds staff only. Save an opener against a prospect for Elliot to read and send, and flag the row as waiting on him.
You cannot send anything. Every message goes out under Elliot's name, from his own inbox or LinkedIn account, so the division is: you research, prioritise and write; he sends. This is where the writing goes.
Write the message itself, not a description of one — no placeholders, no "[insert
metric]". Ground every claim in what the worklist gave you and say plainly what is not
verified. If you cannot write an honest opener because something is unconfirmed, do
not invent it: use update-prospect to park the row with the question instead.
Saving a draft flags the row, because a draft nobody is told about is a draft nobody sends. Recording the send later clears both.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| draft | Yes | The message as it should go out, signed off and ready to paste. Not a summary of one. | |
| prospect_id | Yes | The prospect this opener is for, from get-prospect-worklist. | |
| needs_action_reason | No | What you are asking the person to do, in their words. Defaults to "Draft ready to read and send". |