Finalize cold_email_v3_outline.txt — CRM automation hub task#30
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Finalize cold_email_v3_outline.txt — CRM automation hub task#30fsu9913-gif wants to merge 1 commit into
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Adds the v3 outline for norcal-toolkit/02_cold_emailer.py.
Builds on the shipped v1 (3-touch sequence, SMTP, CSV state) and
defines a concrete plan to close the open loops:
* email enrichment (02a_email_enrich.py) — website scrape →
domain pattern guess → Hunter (budget-capped) → manual queue
* reply / bounce / OOO / unsub watcher (02b_reply_watch.py) that
syncs results back to crm.csv via a new crm_sync helper
* deliverability discipline: secondary domain, SPF/DKIM/DMARC,
warmed sender pool, business-hours-only send window
* one-line personalized opener grounded in a real fact (review
snippet, website blurb, fleet hint), LLM-optional, with guardrails
* CAN-SPAM footer + List-Unsubscribe + suppressions.csv
* 7-day metrics block in daily_workflow.py, auto-pause thresholds
* phased rollout (A–E) and acceptance criteria
* open decisions Bryan still needs to make before Phase A
Pure documentation change — no code or behavior is modified.
Co-authored-by: fsu9913-gif <fsu9913-gif@users.noreply.github.com>
Deploying with
|
| Status | Name | Latest Commit | Updated (UTC) |
|---|---|---|---|
| ❌ Deployment failed View logs |
dmc-properties | a173ce1 | May 13 2026, 02:25 AM |
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What
Finalized
norcal-toolkit/cold_email_v3_outline.txt— the v3 plan for the cold-email leg of the CRM automation hub. Pure documentation; no code or behavior changes.Why
The hub task
cold_email_v3_outline.txt → Needs review and finalizationhad no draft on disk. The shipped emailer (02_cold_emailer.py) has several open loops that v2 hand-wired around indaily_workflow.pybut never closed in code. This outline turns those gaps into a phased, ship-able plan.Scope of the outline
02a_email_enrich.py,02b_reply_watch.py) plus acrm_sync.pyhelper that finally closes the loop with03_crm_tracker.py.crm.csv+suppressions.csv, with a Telegram alert (reusing the existingworkflows/telegram-webhook.yml) on interested replies.Testing
wc -l norcal-toolkit/cold_email_v3_outline.txt→ 387 lines, no code paths touched.