Before you begin
- Create a Mermail mailbox and confirm which workspace and sender address you want to use.
- Connect your assistant to Mermail MCP using the full OAuth profile for wallet-enabled work. An API-key connection or agent-inbox profile does not unlock Agent Wallet.
- Connect Agent Wallet and make sure the delegated wallet has sufficient funds if Apify access needs a purchase. The workspace owner must complete the initial PayBox connection.
- Prepare your product description, target audience, and spending limit.
The demo uses a paid Apify research workflow. Available tools, prices, and
signing requirements can differ. Ask the assistant to check current service
access and the current quote rather than assuming the demo’s amount applies.
Run the workflow
1
Choose your sender mailbox
Ask your connected assistant to check Mermail and list your mailboxes:Select the exact mailbox and workspace from the result. Use that sender
consistently for research context, saved emails, and any later send.
2
Define your prospect search
The video asks for three Shopify prospects in Australia. Make the selection
criteria explicit instead of relying on an undefined ranking such as “top.”Public research may return fewer than three suitable contacts. Ask for an
explanation rather than filling missing results with invented details.
3
Complete service access if required
Review the proposed Apify purchase and set an explicit spending limit
before authorizing it. If signing is required, follow the console signing
link returned by the assistant and complete the approval in the app.The video shows the user asking for the console signing URL, then returning
to the conversation after signing. You can use the same handoff:After signing, ask the assistant to check the existing payment and service
access before continuing. Payment approval alone does not confirm that
research has completed. See x402 and paid services
for the payment and recovery concepts.
4
Review leads and prepare emails
Check the returned businesses, source links, and recipient addresses.
A public contact address is not proof that it belongs to the business owner.
Approve the contacts you want to use, then ask for personalized emails:Open the saved emails in Mermail. Check the sender, recipient, subject,
personalization, links, and signature. Research stays in Apify; email
preparation and sending stay in Mermail.
5
Approve sending and verify the result
Once the content is ready, explicitly identify the reviewed drafts you want
sent. For example:Check Sent in that mailbox and the returned send results. A saved draft
is not a sent email, and a successful send does not guarantee delivery or
a reply. If a send result is uncertain, inspect the mailbox before retrying
to avoid contacting the same person twice.
Check the outcome
- The sender belongs to the intended workspace and mailbox.
- Every used contact has a source; missing contact details were not guessed.
- The research cost stayed within your approved limit.
- Only the emails you approved were sent; unapproved drafts remain untouched.
- You can distinguish failed, saved, and sent results for each recipient.
If the workflow stops
For related workflows, return to Usecases overview or read
the Customer Support guide.