How to Create an Autopilot Meeting Campaign in FirstSales

Open Campaigns from the left nav and click Create Campaign. Step 1 sets the three choices that shape everything after it:

• Campaign Type — pick Outreach (direct sales & prospecting).
• Campaign Mode — pick Autopilot. This is the mode where the AI finds the contacts and writes the emails for you. (The other mode, Template, is where you write your own emails — covered in a separate tutorial.)
• Campaign Goal — pick Meeting. This tells the AI the outcome is a booked call, so every email is written to drive toward "grab 15 minutes" rather than just starting a chat.

Give it a name and click Next. One thing to know before you commit: campaign mode cannot be changed after creation — if you want AI sourcing, choose Autopilot here.

Step 2 is Contact Search Criteria — this only appears for Autopilot, because it's what the AI uses to go find people. Describe your ideal buyer in the Target Audience box in plain language, e.g. "Founders and heads of sales at B2B SaaS companies (10–200 employees) in the United States."

• Industry — narrow the search (e.g. B2B SaaS).
• Geography — optionally pin Country, State, and City.

The more specific the audience line, the tighter the AI's list. Click Create Campaign and FirstSales builds the campaign and opens its builder.

Every campaign opens on a builder with seven tabs across the top. Here's what each one is for:

• Info — name, description, goal, and status of the campaign.
• Settings — the sending mailbox (connector), daily sending limits, and schedule.
• AI Instructions — where you teach the AI how to write for this campaign (next step).
• Workflow — the AI pipeline that runs the campaign, as a canvas or a numbered step list.
• Analytics — sent, opened, replied, and meetings booked over time.
• Contacts — the people the AI harvested, with their status in the sequence.
• Logs — a running record of every action the AI took, for debugging.

You mostly live in AI Instructions and Workflow before launch, then Analytics and Contacts after.

Open AI Instructions. Whatever you write here is appended to the AI's prompt for every email in this campaign — it's your single biggest lever on quality. Use it to set tone ("plain, no hype"), rules ("never more than 90 words"), and your offer in one line.

Style starters let you heart the email shapes that feel like you — different structures, not just different words. This never blocks launching, so skip it if you're in a hurry, but a couple of confirmed shapes noticeably sharpens the drafts.

Open the Workflow tab and switch to Steps for a clean numbered view. This is the pipeline the AI runs on its own:

• Contact Harvester — finds and collects contacts matching your criteria.
• Contact Segmentation — filters and segments them.
• Email Scheduler — sets the follow-up cadence.
• Email Drafter — writes a personalized email per contact.
• Content Approval — a human-or-timeout gate before anything sends (Approved / Rejected branches).
• Email Sender — delivers approved emails.

You don't have to build any of this — it's pre-wired for Autopilot. Use Canvas if you want to see the branches visually.

Before launching, open Settings and pick the connector (a warmed-up mailbox) the campaign sends from, and confirm the daily limit. Then set the campaign Active.

Because of the Content Approval step, the first batch of AI-written emails waits for your yes. Review a few, approve, and the AI keeps drafting, approving on timeout, and sending from there — you only step in when you want to.

Once it's live, three tabs tell you how it's doing:

• Analytics — sent, opened, replied, and meetings booked.
• Contacts — every harvested person and where they are in the sequence.
• Logs — what the AI did and when, if you need to trace a decision.

Since the goal is Meeting, watch replies and bookings, not just opens. If replies are thin, tighten AI Instructions and the audience line rather than sending more volume.