Get started with OutreachDex

OutreachDex helps you build one-to-one relationships with every person who matters: understand them, prepare a tailored message, send it after you review it, and keep following up. All data lives in a workspace folder that you choose.

First use

1. Create a workspace: click the workspace name in the top-left → New workspace…, pick a template, then choose an empty folder.
   • Blank: general stages, suitable for any one-to-one outreach.
   • Expert outreach: research, first contact and follow-up with academics or industry experts.
   • Product user relationships: understand your product users’ goals and feedback, and follow up on issues.
2. Add contacts: on the People page click “New contact”, or use “Import” to bring in a list from CSV / a spreadsheet (see Import contacts).
3. Connect mail (optional): in Settings → Mail accounts, add incoming (IMAP) and outgoing (SMTP) accounts. Incoming mail is filed under the matching contact automatically.
4. Set up the Agent (optional): analysis and drafting use the Claude Code or Codex you are already signed in to on this computer. Sign in to them in a terminal before first use.

Everyday use

• Open Today: see who is waiting for your reply, which drafts are waiting for review, and who needs a follow-up.
• Press ⌘ / Ctrl + K to search for any person, list or draft; press Enter to open it.
• Open a person: see their profile, activity and source facts on the person page. Click “Ask Agent” and the Agent on the right sums up the situation; “Agent drafts reply” prepares a reply for your review.
• Edit a draft, approve it, then pick a sending account and confirm the send. OutreachDex never sends anything automatically.

Layout

In Settings → Appearance you can choose the theme (Light / Dark / System) and the density (Comfortable / Compact).

The interface language can be switched in Settings → Appearance → Interface language: English / 中文 / 日本語 / 한국어.