Run Email and LinkedIn Campaigns from
One AI SDR Workflow
Coordinate Email, LinkedIn, Drafts, Replies, and Meetings in One Campaign
AIVA helps teams build Playbook-guided Campaigns that combine Email, LinkedIn, waits, follow-ups, and InMail where supported — with channel-aware drafts, approvals, readiness checks, runtime controls, and CRM continuity.
One Playbook. One Campaign workflow. Multiple outbound touchpoints — governed by readiness, approvals, and execution rules.
Outbound Breaks When
Channels Are Disconnected
Most outbound teams do not fail because they use too few tools. They fail because the workflow is split across too many disconnected tools.
The Disconnected Toolchain
Data is locked, actions are siloed, and status states are untracked. Hover over a tool to view points of friction.
⚠️ Outdated CSV lists
No feedback loop from execution results.
⚠️ Separate IP / Domain setup
Zero knowledge of LinkedIn replies.
⚠️ Manual action / Tab crash
Hard to track thread state at scale.
⚠️ Generic prompt copy
Lacks live campaign & CRM context.
⚠️ Out of sync / Manual entry
Sales reps skip logging activities.
⚠️ No campaign attribution
Meetings booked are detached from original playbooks.
Unified Outreach Pipeline
A single engine running sequential logic, sync schedules, messaging drafts, and CRM updates.
Lead Ingestion
Active SyncReal-time verification and intent signals updated dynamically.
AI Campaign Playbook
Active SyncContext-aware templates mapped for both channels.
Orchestrated Execution
Active SyncEmail follow-ups and LinkedIn actions run in synergy.
Continuous Loop
Active SyncCRM matches campaign activity & feedback optimizes future runs.
One Campaign Workflow
For Email and LinkedIn
AIVA helps teams create Campaigns that combine lead lists, Playbooks, sequence steps, Email, LinkedIn, InMail where supported, drafts, approvals, account readiness, scheduling, replies, meetings, CRM continuity, and learning.
Campaign Generation Engine
AIVA merges foundational playbook constraints with custom operational rules to generate a unified Campaign. Hover over each parameter block.
Playbook Strategy
Lead List Ingestion
Channels Orchestration
Sender Accounts
Timing Schedule
Approval Rules
Multi-Channel Campaign
Unified Output
The compiler integrates strategy and settings to output coordinated email threads, LinkedIn touchpoints, and approvals.
Campaign Lifecycle Workflow
From setup to execution and feedback, see how campaign stages flow sequentially. Click or hover on a stage to explore its detail.
Define Scope and Guards
Choose lead lists, bind mailboxes and LinkedIn profiles, set delivery times, and enforce review guardrails.
- Target verified domains and deduplicate leads globally.
- Map multiple sender profiles to optimize daily delivery rates.
- Set approval thresholds (e.g. review all drafts before first sending).
Where Campaigns Sit
In the AIVA Workflow
Campaigns are where reusable strategy becomes live outbound execution. A Campaign connects prepared leads, Playbook strategy, Email and LinkedIn steps, assigned accounts, schedules, approval rules, runtime checks, and outcome tracking.
Lead Database
Lead Preparation
Playbook Strategy
Multi-Channel Campaign
AI Draft Intelligence
Review & Approval
Learning
CRM Continuity
Replies & Meetings
Email & LinkedIn Execution
Runtime Checks
Lead Database
Source and filter B2B accounts and contact profiles from AIVA's enriched directory.
Lead Preparation
Verify emails, check domain health, map personalized columns, and filter duplicates.
Playbook Strategy
Define the core pitch direction, ICP pain points, copy templates, and call-to-actions.
Multi-Channel Campaign
Orchestrate lead lists, playbooks, wait schedules, and account configurations into active sequences.
AI Draft Intelligence
Generate personalized copy tailored specifically for both Email and LinkedIn sequence steps.
Review & Approval
Manually review, edit, approve, or reject drafts in AIVA's centralized approval queue.
Runtime Checks
Validate recipient states, mailbox limits, active bookings, and spam safety thresholds before sending.
Email & LinkedIn Execution
Send emails and trigger LinkedIn actions (visits, connection requests, messages) synchronously.
Replies & Meetings
Detect interest, stop follow-up sequences automatically, and book meetings on sales calendars.
CRM Continuity
Log conversations, status changes, and calendar bookings straight to CRM databases.
Learning
Analyze open, reply, and booking rates to optimize strategy templates and target criteria.
Multi-Channel Campaign
Orchestrate lead lists, playbooks, wait schedules, and account configurations into active sequences.
Playbooks Define Strategy.
Campaigns Run Execution.
Playbooks keep your outbound strategy reusable. Campaigns turn that strategy into live execution for a selected audience, channel mix, schedule, and account setup.
Playbook Blueprint
Static Strategy DefinitionICP & Segment Definition
Sets the targeting rules, title exclusions, and company sizes.
Outbound Pitch Direction
Focus areas, product value propositions, and pain hooks.
Message templates
Dynamic drafts parameterized for variables (e.g. name, firm stack).
Tone & Voice Constraints
Rules on length, formatting, emojis, and styling.
Sequence touchpoint structure
Specifies channel order, waits, and follow-up templates.
Call-to-Action (CTA) Strategy
Decides link usage, calendar booking routing, or reply goals.
Live Campaign
Active Execution ConsoleSelected Audience / Leads
Specific list of contacts mapped from database query or CSV upload.
Assigned Sending Accounts
Assigns particular mailboxes and active LinkedIn profile accounts.
Delivery Wait Schedules
Sets active sending hours, daily limits, and timezone checks.
Review & Approval Rules
Enforces manual approve/reject queue on generated message drafts.
Maximum Usage Limits
Safeguards domain safety with strict daily send ceilings per account.
Campaign-level Controls
Stop, pause, restart outbound executions with runtime visibility.
From Blueprint strategy to Execution
Strategy definition (templates, pitches, step waits, CTAs).
Bound leads list, sending schedules, approvals, and mailboxes.
Safety verifier running mailbox and lead status eligibility checks.
Build Sequences Across
Email, LinkedIn, and Waits
AIVA sequences are not just email follow-ups. They coordinate Email, LinkedIn, waits, follow-ups, and InMail where supported—while automatically stopping outreach when responses are detected and routing key steps through approval checkpoints.
Initial Outreach
Begin campaign with highly personalized, content-rich email outreach.
Wait 2 Days
Give prospects natural breathing room to respond to initial touchpoint.
LinkedIn Connect
Send custom connection request to build multi-channel presence.
Wait 3 Days
Buffer period allowing social connections to warm up before next touch.
Email Follow-up
Send contextually relevant thread follow-up to bump the conversation.
LinkedIn InMail
Deliver premium message straight to priority inbox to lock in a meeting.
Initial Outreach
Begin campaign with highly personalized, content-rich email outreach.
Wait 2 Days
Give prospects natural breathing room to respond to initial touchpoint.
LinkedIn Connect
Send custom connection request to build multi-channel presence.
Wait 3 Days
Buffer period allowing social connections to warm up before next touch.
Email Follow-up
Send contextually relevant thread follow-up to bump the conversation.
LinkedIn InMail
Deliver premium message straight to priority inbox to lock in a meeting.
Every Campaign Step Gets
the Right Draft
Draft Intelligence customizes campaign actions. It ensures messages match the target contact, chosen channel, and exact sequence position.
Generated
Email"Subject: Enhancing campaign workflow | Hi {{Name}}, noticed you coordinate outbound outreach. AIVA helps consolidate lead segments."
Pending
LinkedIn"Hi {{Name}}, saw your focus on scaling outbound pipelines. Let's connect and share how AIVA automates playbooks directly on LinkedIn."
Approved
Email"Subject: Campaign sequencing workflow | Hi {{Name}}, noticed you coordinate outbound. AIVA helps consolidate lead segments directly."
Needs Edits
Email"Hi {{Name}}, following up on my previous message. Let's schedule a 15-minute call this Thursday at 2 PM to review our sequence?"
Blocked
Email"Subject: Immediate action required | Hi {{Name}}, buy now to get 50% discount immediately. We guarantee instant booking results."
Stale
LinkedIn"Hi {{Name}}, saw you are heading Sales at {{PreviousCompany}}. Let's connect and share details about outbound campaigns."
Campaigns Run Only When the
Right Conditions Are Met
AIVA checks readiness, approvals, capacity, channel health, and blockers before campaign actions run.
Pre-Launch Checks
Required setup is verified before a campaign starts. AIVA validates mailboxes, draft approvals, and lead lists.
Runtime Controls
Actions pause or block dynamically as channel health, limits, or schedules change.
Action Items
AIVA shows what needs attention and how to fix it when credentials expire or channels block.
Built for Controlled Multi-Channel
Execution, Not False Automation
AIVA coordinates Email and LinkedIn outreach with clear limits, checks, and approvals before actions run. We prioritize deliverability and account safety above all.
What AIVA safely supports
- Email + LinkedIn outreach, with InMail where available
- Account- and platform-aware LinkedIn workflows
- InMail only when supported and configured
- Campaign actions that can wait, queue, pause, skip, or block
- Draft approval plus runtime checks before sending
- Safe email sending based on mailbox readiness and capacity
- CRM sync based on connection and configuration
- Meeting support without guaranteed outcomes
Campaign Outcomes Stay Connected to Replies, Meetings, and CRM
Outreach doesn't end at sending. AIVA dynamically handles replies, stops follow-ups, books meetings, and syncs context to your CRM.
Replies
AIVA helps identify reply type and next-step need, then adjusts the sequence behavior accordingly.
Meetings
Interested prospects can move toward booking or handoff with calendar sync and owner assignment.
Stop Conditions
Campaign outreach can stop or skip automatically when reply or meeting state changes.
CRM Continuity
Meaningful activity, replies, and meetings sync where configured for complete visibility.
Timeline & Learning
Campaign activity remains visible for review, audit trails, and future learning optimization.
Campaigns Work Across AIVA
Multi-channel Campaigns connect lead lists, drafts, outreach, sender readiness, CRM, meetings, learning, and security.
Related featuresLearn Which Channels,
Templates, CTAs, and Segments Work Best
AIVA can turn campaign outcomes into insights for future Campaigns and Playbooks. The goal is not to rewrite old messages automatically, but to help future outreach start smarter.
Campaign Insights
Continuous Feedback Performance LogShift to Soft CTA on LinkedIn Step 3
Soft CTA templates generated 2.3x more positive replies compared to direct scheduling links.