hive/examples/templates/sdr_agent

SDR Agent

An AI-powered sales development outreach automation template for Hive.

Score contacts by priority, filter suspicious profiles, generate personalized messages, and create Gmail drafts — all with human review before anything is sent.

Overview

The SDR Agent automates the full outreach pipeline:

Intake → Score Contacts → Filter Contacts → Personalize → Send Outreach → Report

1. Intake — Accept a contact list and outreach goal; confirm strategy with user
2. Score Contacts — Rank contacts 0–100 using priority factors (alumni, degree, domain, etc.)
3. Filter Contacts — Detect and skip suspicious/fake profiles (risk score ≥ 7)
4. Personalize — Generate an 80–120 word personalized message per contact
5. Send Outreach — Create Gmail drafts for human review (never sends automatically)
6. Report — Summarize campaign: contacts scored, filtered, drafted

Quickstart

cd examples/templates/sdr_agent

# Run interactively via TUI
python -m sdr_agent tui

# Run via CLI with a contacts JSON string
python -m sdr_agent run \
  --contacts '[{"name":"Jane Doe","company":"Acme","title":"Engineer","connection_degree":"2nd","is_alumni":true}]' \
  --goal "coffee chat" \
  --background "Learning Technologist at UWO" \
  --max-contacts 20

# Validate agent structure
python -m sdr_agent validate

Contact Schema

Each contact in your list supports the following fields:

Field	Type	Required	Description
name	string	✅	Contact's full name
email	string	❌	Email address (draft placeholder if missing)
company	string	✅	Current company
title	string	✅	Job title
linkedin_url	string	❌	LinkedIn profile URL
connection_degree	string	❌	"1st", "2nd", or "3rd"
is_alumni	boolean	❌	Shares school with user
school_name	string	❌	School name for alumni messaging
connections_count	integer	❌	Number of LinkedIn connections
mutual_connections	integer	❌	Count of mutual connections
has_photo	boolean	❌	Has a profile photo

Scoring Model

The score-contacts node ranks each contact 0–100:

Factor	Points
Alumni	+30
1st degree	+25
2nd degree	+20
3rd degree	+10
Domain verified	+10
Mutual connections (×1, max 10)	+10
Active job posting	+10
Has profile photo	+5
500+ connections	+5

Scam Detection

The filter-contacts node calculates a risk score and excludes contacts with risk ≥ 7:

Red Flag	Risk
Fewer than 50 connections	+3
No profile photo	+2
Fewer than 2 work positions	+2
Generic title + few connections	+2
Unverifiable company	+2
AI-generated-looking profile	+2
5000+ connections, 0 mutual	+1

Pipeline Output Files

Each run writes to ~/.hive/agents/sdr_agent/data/:

File	Contents
contacts.jsonl	Raw contact list
scored_contacts.jsonl	Contacts with priority_score
safe_contacts.jsonl	Contacts passing scam filter
personalized_contacts.jsonl	Contacts with outreach_message
drafts.jsonl	Draft creation records

Safety Constraints

• Never sends emails — only gmail_create_draft is called; human must review and send
• Batch limit — processes at most max_contacts per run (default: 20)
• Skip suspicious — contacts with risk_score ≥ 7 are always excluded

Tools Required

• gmail_create_draft — create Gmail draft for each contact
• load_data — read JSONL data files
• append_data — write to JSONL data files

Architecture

┌──────────────────────────────────────────────────────────────┐
│                        SDR Agent                             │
│                                                              │
│  ┌────────┐   ┌───────────────┐   ┌────────────────┐        │
│  │ Intake │──▶│ Score Contacts│──▶│ Filter Contacts│        │
│  └────────┘   └───────────────┘   └────────────────┘        │
│       ▲                                    │                 │
│       │                                    ▼                 │
│  ┌────────┐   ┌───────────────┐   ┌─────────────┐           │
│  │ Report │◀──│ Send Outreach │◀──│ Personalize │           │
│  └────────┘   └───────────────┘   └─────────────┘           │
│                                                              │
│  ● client_facing nodes: intake, report                       │
│  ● automated nodes: score-contacts, filter-contacts,         │
│                     personalize, send-outreach               │
└──────────────────────────────────────────────────────────────┘

Inspiration

This template is inspired by real-world SDR automation patterns, including contact ranking, scam detection, and two-step personalization (hook extraction → message generation) — demonstrating how job-search and sales outreach workflows can be modeled as AI agent pipelines in Hive.