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Create an automation

Create your automation for outreach to candidates or clients via LinkedIn.

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Written by Leah Dolan

Creating an automation assists you in growing your network on LinkedIn, all while saving you time and effort.

Before doing this, please ensure you've configured your 2FA codes and connected LinkedIn. To do this, follow our article Set up 2FA code for Access Automate Outreach.

Create your automation

  1. Select Create Automation, then select blank or a template.

  2. Click Next, then name your automation.

  3. Select Search Type. Within the search type drop down select the LinkedIn product you have - LinkedIn, LinkedIn Recruiter (full or lite) or Sales Navigator.

  4. Copy the search URL into the relevant box, then click Create.

    Not sure which search type to use? See Understand LinkedIn Search Types for a full breakdown of LinkedIn, LinkedIn Recruiter and Sales Navigator search differences.

Build your automation

  1. Configure running days/times in the settings. The automations should be set up to run outside the times you are on LinkedIn.

  2. Configure your enrichment/CRM integrations if applicable.

  3. Add steps to your automation or edit if you have selected a template.

    For a detailed walkthrough of each build step, see:

    • Build a Blank Automation Step-by-Step — full step-by-step guide for building from scratch.

    • Build an Automation From a Template — how to use and customise pre-built templates.

    • Configure Automation Settings (Schedule, Time Zones, Run Times) — how to set run times to avoid conflicts with your LinkedIn usage.

For further support, you can building automations in the video below:

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