Lead Generation
Send impactful gifts from a spreadsheet or CSV
Review a recipient list from a spreadsheet or CSV and prepare your chosen gifts for confirmation.
When to use it
You have an approved recipient list in a spreadsheet or CSV and want Reachdesk gift recommendations for a batch of recipients. Provide a file or accessible link and choose the batch size.
What your AI assistant does
- Reads the spreadsheet or CSV you provide and confirms the sheet, columns and batch size.
- Flags missing details, duplicate recipients and anyone with a recent Reachdesk send.
- Recommends eligible Reachdesk gifts for each recipient's country, gifting purpose and per-person budget.
- Shows a plan with totals by currency, then prepares each approved send for explicit confirmation.
- Summarizes completed and skipped sends without editing the source or creating campaigns.
Example prompt
Ready-to-use prompt
Review [number of recipients] recipients from [spreadsheet or CSV file or link], using [sheet or tab, if applicable]. If you can't access it, ask me to upload the file. Flag missing details, duplicates and recent Reachdesk sends. Recommend eligible Reachdesk gifts for [gifting purpose], each recipient's country and [budget and currency per person]. Draft gift notes and show totals by currency.
Works with Claude, ChatGPT and Microsoft Copilot once Reachdesk MCP is connected.
Ready to put your first prompt to work?
Connect Reachdesk MCP to Claude, ChatGPT, or Microsoft Copilot and turn GTM signals into smarter gifting.