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Use case

Prepare personal LinkedIn outreach with an AI agent

A Monmo agent can prepare your LinkedIn outreach. It takes the people on your list, reads each profile and company page, checks HubSpot for history, and writes a short personal note and a follow-up message for each one. The drafts wait in a Google Sheet for your approval. It does not send connection requests or bulk messages; you decide who hears from you and send each note yourself.

Updated 2026-11-13 · Free to start. Paid plans from $15 a month.

Use case

How the agent does it

  1. 01

    You give it the list

    Share a Google Sheet of names and companies, such as Q1 prospects, or a list in HubSpot. The agent works through it in small batches, for example twenty people each Monday morning, so you have time to read every draft.

  2. 02

    It reads each profile and company page

    For every person it opens the LinkedIn profile and the company page, then notes the role, time in the job, recent posts and company news. Each fact is saved with its link, so you can check it.

  3. 03

    It checks HubSpot before it writes

    It looks up the person and the company in HubSpot. An open deal, an earlier conversation or a colleague who knows them changes the message, and current customers come off the cold list altogether.

  4. 04

    It drafts one note per person

    Each draft opens with something true about that person, says in one sentence why you are writing and asks a single small question. A longer follow-up, for after they accept, is written at the same time.

  5. 05

    The drafts go into your sheet

    With your OK it adds the drafts to your Google Sheet, one row per person: profile link, why they fit, the note, the follow-up and a status. You edit in place and mark the rows you approve.

  6. 06

    You send, one person at a time

    Sending stays with you. You send each approved note from your own LinkedIn account, at your own pace, then tell the agent which rows went out. It never sends connection requests or bulk messages.

  7. 07

    It keeps HubSpot and the follow-ups current

    For the rows marked sent, it prepares the HubSpot updates: the contact, a note with what you wrote and a follow-up task in seven days. You see all of them on a single card and allow or decline.

What each batch gives you

  • A researched row for each person, with the profile link and the reason they fit
  • A personal connection note and a follow-up message per person, ready to edit
  • Current customers and open deals taken off the list before you write to anyone
  • HubSpot contacts, notes and follow-up tasks prepared on one card for the notes you sent

When it asks you

Notes and messages are drafts: nothing leaves your LinkedIn account unless you send it yourself. Adding the drafts to your Google Sheet and creating a contact, note or task in HubSpot ask first, and one card can cover a batch.

How to ask

  • Here is the sheet Q1 prospects with 40 operations leaders. For the first 20, read each LinkedIn profile, check HubSpot and draft a connection note under 200 characters plus a follow-up message. Add the drafts to the sheet. Do not send anything.
  • Every Monday at 8:30, prepare the next 20 rows the same way and tell me when the drafts are ready to read.
  • I sent rows 3, 7 and 12 today. Log them in HubSpot and set a follow-up task for each next Tuesday.

Watch it work

A sample replay with example data, sped up. Pause it, scrub through it, or take the mouse yourself.

On screenLinkedInGoogle SheetsGmail

Pick a job. Watch it get done.

SoraSales
Sample replay
Today 14:10
Find 20 operations leaders at mid-size logistics companies in Australia and start a conversation about route planning.
On it. I’ll build the list, write to each person individually and show you everything before it goes.
Found 20 people at 17 companies
You allowed a new sheet in Google Sheets
Each email opens with something true about them. Dana’s mentions the depot her team opened in Perth last month.
20 emails and 20 LinkedIn notes drafted
Send 20 first emails?
Gmail
Why
The outreach you asked for. Each one is personal and has an unsubscribe line.
Where
Your Gmail · 20 people at 17 companies
What to expect
Sends 20 emails now. Follow-ups wait for your approval in 3 days. LinkedIn notes stay as drafts for you to send.
20 emails sent
Next morning · 8:00
Three replies overnight. Dana wants to talk on Thursday, so a reply with two times is drafted for you. One person asked to be removed and is off the list.
20 sent · 3 replies · 1 meeting
Sora’s computerAwake

Your team. Connected to everything.

Logistics outreach — February+
‹›↻docs.google.com/spreadsheets/d/logistics-outreach-february⋮
Logistics outreach — FebruaryFile Edit View Insert Format Tools
Share
ABCDE
1NameCompanyWhy they fitEmailLinkedIn
2Dana WuCoastline FreightOpened a Perth depot in JanuaryWants ThursdayNote drafted
3Omar HaddadRedgum LogisticsHiring 12 driversRepliedNote drafted
4Sam OkaforNorthway HaulageFleet of 140 trucksSentNote drafted
5Liz ParkHarbourlineMoved to weekly routesRemovedNote drafted
6Priya RamanKerb & CoRuns 3 depotsSentNote drafted
7Jack LindqvistSouthern Cross CartageNew warehouse system this yearSentNote drafted
8Mia TorresOutback ExpressExpanding to DarwinSentNote drafted
9Ben HallTasman FreightWrote about fuel costsSentNote drafted
3 replies logged · 1 removed
AppsMon 15 Feb 14:10
Sora
Watching· 20 sent · 3 replies · 1 meeting
09 / 09

Sample replays with fictional data, sped up. Pause one, scrub through it, or take the mouse yourself.

FAQ

Questions people ask

Can an AI agent send LinkedIn connection requests automatically?

No. This job is built so that you stay the sender. A Monmo agent researches each person, writes a note for them and lists the drafts in a sheet. You choose who to contact and send each one from your own account. There is no automatic sending and no bulk messaging. LinkedIn has its own rules about automated activity, and your account is yours to protect.

How does an AI agent personalise a LinkedIn message?

It reads the person's profile, their recent posts and their company's page, then checks HubSpot for any history with you. The draft opens with one specific detail, such as a new role or a post from last week, and the link to the source sits beside it in the sheet so you can confirm it before you send.

Will the messages read like a template?

They should not, because each one is written from that person's own profile and not from a mail merge. Give the agent three messages you have sent and liked, and the phrases you avoid. When a profile says too little to write something true, it tells you and suggests leaving that person out instead of inventing a detail.

Does it work with a CRM other than HubSpot?

Yes. The same job runs with Salesforce or any other CRM in the app directory, or with a plain Google Sheet if you have no CRM yet. The agent reads records without asking and asks before it creates or changes one. If a connection cannot do a step, it can open the CRM's website in its own browser.

What does it do when someone replies on LinkedIn?

Tell the agent, or paste the reply into the chat. It drafts your answer in the tone of the thread, suggests a next step such as a short meeting, and prepares the HubSpot update that records the reply. You send the answer yourself and approve the record change, the same as with the first note.

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