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USE CASE ROUTER

Choose a prospecting workflow by the decision you need to make.

Different operators need different evidence. Start with the business decision, constrain the task, and keep a review gate between an agent result and downstream outreach.

Illustrated routing map for SDR, founder, RevOps and GTM engineering workflows

OPERATOR WORKFLOWS

Match the agent task to the person accountable for the outcome.

SDR / BDR

Prioritize a reviewable daily list

Brief: named segment, region, account criteria, exclusions, and target role. Output: a shortlist with selection reasons, role hypotheses, contact status, and source notes.

Guardrail: verify critical contact fields and approve every message before sending.

Founder

Test whether a niche is reachable

Brief: one narrow problem, a recognizable company pattern, and an offer hypothesis. Output: a small set of accounts plus the open questions that block confident outreach.

Guardrail: do not turn an exploratory result into a market-size claim.

RevOps

Enrich records under a field contract

Brief: accepted fields, source policy, update rules, and null handling. Output: proposed enrichment with provenance, checked time, and conflict status.

Guardrail: govern waterfall enrichment and remote retention provider by provider.

GTM Engineer

Connect an auditable agent workflow

Brief: input source, permission scope, processing step, review checkpoint, and destination. Output: a reproducible path with configuration-dependent behavior labeled.

Guardrail: use least-privilege credentials and test rate limits and failure handling.

Sales leader

Evaluate the operating model

Brief: representative task, quality rubric, cost boundary, and approval policy. Output: test results that separate setup friction, research quality, review effort, and downstream readiness.

Guardrail: compare measured workflows, not unverifiable performance promises.

Outbound agency

Separate client contexts

Brief: client-specific ICP, exclusions, credentials, voice, and approval owner. Output: isolated research and draft artifacts for the correct client reviewer.

Guardrail: never reuse secrets, suppression data, or unapproved claims across clients.

SELECTION GUIDE

Before you run a task, answer five questions.

A good agent brief is less about prompt cleverness and more about operational boundaries. If any answer is unclear, narrow the task before adding automation.

  1. 1

    What decision will this result support?

    Research, enrichment, prioritization, or message preparation require different evidence.

  2. 2

    Which criteria exclude an account?

    Explicit exclusions prevent a broad total addressable market from becoming a noisy daily list.

  3. 3

    Which fields must be verified?

    Email verification, title freshness, and role relevance should not share one confidence label.

  4. 4

    Who approves the next action?

    Name the human owner for list acceptance, copy review, suppression, and send decisions.

  5. 5

    How will the workflow be retired?

    Plan package removal, key revocation, destination cleanup, and retention checks before production use.

Run one narrow use case first.

Copy the installer, review the runtime output, configure the minimum access, and inspect a first result.

npx -y @okki-global/okki-go-taroball