Product guides and setup instructions

Datagran for AI agents

Datagran connects advertising, customer conversations, CRM, automation, and analytics. Use these public guides to understand the products and help someone plan their setup.

Give your assistant a starting point

Read https://www.datagran.io/llms.txt first. Follow the guides relevant to my task, then tell me what Datagran supports and what I need to set up.

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Find the right guide

AI index · llms.txt

Start here for links to the current product guides, including email outreach.

Agent guide

Check account access, permissions, and approvals before taking action.

Full product guide

Read product summaries and guidance for common tasks.

Product resource catalog

Find each product's current documentation and API references in a JSON index.

Set up personal email outreach

In Datagran Home, choose the client and project. Open Inbox, then Automations → New automation. Choose Email outreach to find new prospects. The setup has three steps: Audience, Message, and Review. For saved contacts, choose CRM & pipeline → Personal email sequence. That setup uses Trigger, Message, and Review.

CRM email supports Home pipeline stages, including Salesforce changes mapped into Home, and connected Datagran CRM People stages. Other CRM connections do not automatically provide stage triggers. The Inbox choice handles incoming WhatsApp or SMS conversations and no-reply follow-ups. Basic manual email and call options create team tasks.

Gather these inputs

  • Workspace and automation name: choose the exact client and project.
  • New prospects: company type, location, relevant business signals, and contact roles. Choose 10, 20, 50, or 100 people after saving the automation.
  • Saved contacts: select Home pipeline or a connected Datagran CRM People stage source, then choose the stages that add contacts to the queue.
  • Message: your offer, desired reply, tone, and supported product claims. A writing sample is optional.
  • Sender and schedule: work mailbox, sender timezone, weekday sending window, and daily email limit.
  • Budget: the automation spend limit and a maximum spend for each research batch, in USD. Review the current estimates before paid work.
  • Tracking and replies: whether to track opens and clicks, who handles replies, and any approved AI reply allowance.
  • Launch review: eligible recipients, verified addresses, personal copy, and at least five distinct emails per person. Every reply pauses the drip.

Check what is ready

  1. Access. In Home, check Product access and Product roles. Inbox must be enabled, and the person creating outreach needs its Admin role for this project. A Home tenant administrator can resolve missing access.
  2. Mailbox. In Integrations → Email, confirm the sender and project. A tenant administrator connects Google or Microsoft mail, then uses Manage → Check connection or Finish connecting. Select the ready mailbox under Review → Send from, or attach it in the saved automation later. Calendar access alone does not grant email access.
  3. Stages. For CRM email, confirm that the intended source and stage labels are available. A Datagran CRM connection needs this project's Inbox read grant and a working People stage feed. A missing choice can mean a connection or deployment is incomplete.
  4. Billing. Open Usage & billing in Home and check the available balance. The automation and batch limits must cover the current estimates. Missing project billing setup or provider rates need administrator or Datagran support attention.

Save email automation saves discovery setup. Estimate research shows a quote. Start research for N people begins paid work. Sending starts only after the separate batch review and approval to queue emails. Reply handling is chosen in that batch review.

For CRM email, Enable stage trigger starts enrollment. Each contact enters once after a new stage change; existing contacts are not imported. Review preparation cost shows the estimate for that contact. Prepare emails authorizes research, verification and writing. Approve the finished emails separately before sending. CRM checks are periodic, and later stage changes do not cancel an already prepared batch or drip.

You can save your automation first. Under Send from, choose Connect Gmail or Outlook to open Home → Integrations → Email. Connect the account to the right project, return to the automation, refresh accounts and choose Use this email. Existing research stays in place. Review the preparation estimate to finish missing emails, then approve the finished emails separately before sending. Attaching an account starts no paid work or send. This control cannot replace an existing sender.

A browser-equipped agent can help with this interface. The published external-agent tools cannot create or launch an email outreach campaign. For a read-only walkthrough, inspect the guides and existing status without submitting setup, connection checks, research, or approvals.

Full outreach guide and readiness checks

When you work in an account

These guides are public. Account data and actions depend on the signed-in organization, project, permissions, and connected services. Check the relevant product guide and user approval before making changes.