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Outreach: AI Tutorials & Prompts

Outreach
Outreach
@outreachyoutube
3.4K subscribers21.4M views144 videosUnited States

Outreach is the only complete agentic AI platform built for revenue teams. By combining agentic AI, conversation intelligence, and assistive AI, Outreach powers hundreds of use cases across the entire revenue cycle — from prospecting and deal acceleration to retention, expansion, and forecasting. Outreach automates workflows so sellers can focus on what matters most: strategic conversations and closing deals. Revenue leaders gain connected account visibility, performance insights, and more accurate forecasting across every GTM team. Trusted by world-leading enterprises including Databricks, SAP, Siemens, and Verizon. 🔗 Learn more at www.outreach.ai

outreach.ailinkedin.comoutreach.ai

Outreach Tutorials

40 demos
Mar 2026 · 224 viewsOutreachOutreach
0:521:07Outreach
Using Outreach Meeting Prep and AI SummariesBrad demonstrates the 'Prep' button in Outreach to view upcoming meetings, analyze talking points from previous calls, and use AI to generate answers to prospect concerns before a demo.AI account/prospect research
2:041:20Outreach
Outreach Research Agents for Account IntelligenceThe video shows how to use internal and external research agents to understand a prospect's sales structure, terminology, and financial health by combing through previous engagement data.AI account/prospect research
3:260:33Outreach
Generating Discovery Questions with Outreach MCPBrad shows the Outreach MCP integration with ChatGPT to query previous call recordings and generate relevant discovery questions for an upcoming meeting.AI account/prospect research
4:040:56Outreach
Managing Technical Risks and Opportunity NotesA walkthrough of the opportunity management screen where users can inline edit SC notes and view AI-flagged technical risks (e.g., Outlook connection issues) to keep leadership updated.Sync leads to CRM
Mar 2026 · 251 viewsOutreachOutreach
1:100:52Outreach
AI Meeting Prep Agent in OutreachDemonstrates the meeting prep agent surfacing attendee info, talking points, and suggested questions based on historical CRM data and emails.AI account/prospect research
2:401:19Outreach
Automated Account Research and Sentiment AnalysisShows the research agent summarizing business cases, sourcing external web data, and analyzing internal account sentiment from conversational intelligence.AI account/prospect research
5:191:14Outreach
AI-Powered Email PersonalizationShows an AI agent drafting a personalized email to a CTO by referencing specific account research and historical context automatically.Personalize cold emails at scale
7:391:27Outreach
Pipeline Forecasting and CRM UpdatesDemonstrates the forecasting suite where AI flags deal health and recommends CRM updates (like identifying an economic buyer) based on deal activity.Sync leads to CRM
Oct 2025 · 375 viewsOutreachOutreach
1:053:46Outreach
Prioritize and filter target accounts in OutreachThe demo shows how to use the Outreach accounts page to filter target lists by CRM fields like industry, revenue, and closed-lost opportunity history to prioritize prospecting efforts.Build a list from ICP filters
5:312:03Outreach
AI-driven account research with Outreach Research AgentA walkthrough of the Smart Account Plan and Research Agent, which summarizes 10K reports and financial health to provide strategic insights for personalization.AI account/prospect research
7:340:36Outreach
Adding prospects to sequences in OutreachShows the process of selecting prospects from an account and enrolling them into a specific persona-based outbound sequence.Build a cold-email sequence
Oct 2025 · 146 viewsOutreachOutreach
0:411:57Outreach
Filter and search call recordings in Outreach KAIAThe demo shows how to navigate the KAIA library and use filters like account name, date range, meeting type, and specific topics (e.g., competition, discovery) to find relevant sales calls.AI account/prospect research
2:391:34Outreach
Review AI call summaries and action itemsA walkthrough of the call overview screen showing AI-generated summaries, key points discussed, next steps, and specific challenge identification within a recorded meeting.AI account/prospect research
4:142:52Outreach
Using AI coaching cards for sales feedbackDemonstration of applying a MedPicc coaching card to a call where AI suggests answers to coaching questions (e.g., rapport building, metrics capture) and links to specific timestamps for verification.AI account/prospect research
Dec 2025 · 275 viewsOutreachOutreach
0:390:44Outreach
AI-powered opportunity Q&ADemonstrates the 'ask any question' feature that searches through previous conversations and emails to provide quick summaries of specific opportunities.AI account/prospect research
1:230:45Outreach
Generate AI meeting follow-upsShows the 'Send Follow-up' button which uses AI to generate a tailored email based on a recent prospect meeting.Personalize cold emails at scale
3:150:57Outreach
Actioning AI-queued prospecting tasksShows the task view where an AI agent has automatically identified prospects and queued up personalized tasks for the seller to execute.Autonomous AI SDR
Dec 2025 · 136 viewsOutreachOutreach
2:181:22Outreach
Configuring an Outreach AI Revenue Agent for prospectingA walkthrough of setting up an AI agent with filters for competitor tools, specific job titles, and intent signals like workforce changes or funding rounds to trigger outbound sequences.Autonomous AI SDR
4:150:59Outreach
AI-generated personalized email from intent signalsA demonstration of an AI-generated email that incorporates specific account signals (product launches) and prospect personas into a personalized pitch with a booking link.Personalize cold emails at scale
5:200:45Outreach
Automated NPS survey follow-up with AIThe AI agent generates a one-to-one response to customer NPS feedback, addressing specific pain points and suggesting platform features to resolve them.Personalize cold emails at scale
Oct 2025 · 122 viewsOutreachOutreach
0:234:44Outreach
Analyze Sales Execution and Activity TrendsGreg walks through the Sales Execution report, demonstrating how to compare time frames (month-over-month) and analyze activity metrics like prospects contacted, sequence usage, and email sentiment.Multichannel (email+LI+call)
5:162:50Outreach
Track Team Performance and Meeting Conversion with AIA demonstration of the Team Performance dashboard showing AI-driven meeting trends, persona-based filtering, and seniority level tracking for prospects contacted.AI account/prospect research
8:060:34Outreach
Account-Level Meeting and Prospect TrackingThe demo shows how to view performance at the team and account level to ensure traction within specific target enterprise accounts.Sync leads to CRM
Dec 2025 · 201 viewsOutreachOutreach
0:150:41Outreach
Managing sales tasks in the Outreach mobile appA walkthrough of the mobile home screen showing how to execute tasks like calls, emails, and LinkedIn touches while on the road.Multichannel (email+LI+call)
0:570:21Outreach
Using the Outreach mobile dialerDemonstration of using the integrated mobile dialer to make calls that automatically log back to the CRM.Parallel/power dialer
1:360:37Outreach
Accessing prospect records and smart views on mobileShows how to access prospect engagement history and smart views within the mobile app to prepare for meetings.AI account/prospect research
2:140:43Outreach
Reviewing Kaia call recordings on mobileDemonstrates accessing and watching Kaia meeting recordings directly from the mobile app for context and discovery review.AI account/prospect research
Oct 2025 · 97 viewsOutreachOutreach
0:450:43Outreach
Reviewing Pipeline Summary and AI Projected FinishThe demo shows the pipeline summary dashboard where AI-driven projected finishes are compared against manual sales commits.Manage deals & pipeline
1:281:12Outreach
Managing Forecast Roll-ups and Opportunity InteractionsA walkthrough of the forecast roll-up page, showing how to drill down into individual sales rep commits and view recent prospect interactions.Manage deals & pipeline
2:500:14Outreach
AI Opportunity ScoringDemonstration of how Outreach scores every opportunity based on deal health and likelihood to close.AI account/prospect research
Apr 2025 · 1.2K viewsOutreachOutreach
0:391:35Outreach
Managing multi-threaded account engagementDavid shows the account view in Outreach to monitor engagement levels and identify if an account is multi-threaded with multiple stakeholders.Multichannel (email+LI+call)
4:051:49Outreach
Reviewing deal health and meeting summaries with KaiaThe demo shows the Outreach Kaia interface, including meeting recordings, AI-generated summaries, and deal health indicators like 'red flags' within an opportunity.AI account/prospect research
Aug 2024 · 1.1K viewsOutreachOutreach
1:061:58Outreach
Managing daily tasks and pipeline in OutreachGrace shows how she uses the Outreach dashboard to prioritize tasks, sync items, and track the progress of specific opportunities in her pipeline.Multichannel (email+LI+call)
5:253:27Outreach
Prospecting and sequence managementThe demo covers replying to prospects, tagging accounts, and managing sequences to maintain engagement with high-priority customers.Multichannel (email+LI+call)
11:112:19Outreach
Reviewing account conversations and highlightsA walkthrough of using Outreach to review recorded conversations and highlights to ensure no deals fall through the cracks.AI account/prospect research
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