Instantly CRM and API.market tools
Operate outreach against exact account scopes and discover bounded tools without inventing provider capabilities.
Recording coming soon
Use the complete written steps and transcript below in the meantime.
Outreach employees can maintain lead and campaign data only when the exact Instantly account is connected and granted. API.market expands the jobs a workspace can perform, but discovery is not the same as installed access.
Instantly operating loop
- Connect or request the exact Instantly account.
- Grant it only to employees whose job requires outreach operations.
- Bind work to a company outcome such as qualified replies, waitlist conversion, bookings, or paid customers.
- Preserve provider IDs for leads, campaigns, replies, and bookings.
- Reconcile KPI claims from provider evidence before accepting an outcome.
Drafting a sequence and sending it are different actions. Approval rules still apply to external sends, and revenue remains authoritative in Stripe rather than an outreach tool.
Bounded API.market discovery
Search for one specific job, such as enrichment or verification. Review a small result set and compare:
- required inputs and returned fields
- account and data scope
- price or quota behavior
- reliability and evidence references
- whether the employee needs read or write access
Create a capability request for the selected tool. Do not present a search result as installed or usable.
Safe verification
Run one read-only provider action against a known object. Expected result: the response identifies the exact account, preserves a provider reference, and makes no external send or mutation.
Troubleshooting
- Multiple Instantly accounts have similar names: stop and ask which is authoritative.
- Booking count disagrees with revenue: keep booking evidence in Instantly and reconcile paid conversion in Stripe.
- API.market result is too broad: narrow the job and required fields before requesting it.
- Provider data is stale: record freshness and block KPI acceptance until a new sync succeeds.
Transcript
Start with an approved outreach outcome. Confirm the exact Instantly account and employee grant. Keep provider IDs with every reported result and use Stripe for revenue. When the employee needs a new job, search API.market narrowly, inspect the bounded results, request one tool, and verify it with a read-only action before operational use.
Skills and ClawHub
Add reusable operating playbooks to a Yodu workspace, import skills from ClawHub safely, approve them, and assign them to the right AI employees.
Connection checklist
A practical checklist for safely adding, verifying, granting, testing, and reviewing a business app connection in Yodu.