This guide shows how to automate your outbound sales workflow using OpenAI’s Codex plan. It walks through setting up signal detection, scoring accounts, drafting messages, reviewing outputs, logging results, and running a daily cron job that learns from outcomes. The goal is to spot buying triggers early and feed a human-approved message queue each morning.

• Sortlist automated their outbound workflow with Codex, filtering raw signals (CRM data, job posts, funding news) down to only factual, high-intent triggers before drafting messages
• A 70/100 scoring threshold caps daily output at five solid drafts, and a separate check job screens drafts for buzzwords or weak claims before human review
• Morning review of twenty accounts takes under ten minutes thanks to this pre-filtering and scoring pipeline
• Weekly, Codex analyzes logged outcomes (replies, losses, reasons like "no budget") to self-tune its scoring rules and banned phrases, sharpening targeting over time