🗝️ The platform provides multiple automation types that streamline outreach workflows across LinkedIn and email. Understanding these options helps users choose the right automation for their objective.
⚠️ Important: Access to some automation types depends on the user’s LinkedIn subscription level.
Connection Request Automations
Send a connection request to prospects based on a LinkedIn search or uploaded list.
Add follow-up sequences after an accepted connection, including personalised messages and attachments.
InMail Automations
Send InMails to prospects using LinkedIn Recruiter or Sales Navigator.
Build separate outcomes for accepted, replied, declined, or pending InMails.
First-Degree (Existing Connections) Automations
Target people who are already connected.
Add profile views, messages and follow-ups without sending a connection request.
Email Automations
Add email steps to any automation once users connect Gmail or Microsoft 365.
Use email for final outreach steps when LinkedIn responses cannot be detected.
Dynamic List Automations
Automatically add new profiles from a LinkedIn pipeline, leads list, or saved search every day. The consultant needs to be adding these profiles to LinkedIn
Keep automations running continuously as long as new leads are added.
💡 Best Practices
Select the automation type that best aligns with prospecting goals.
Avoid adding email steps before LinkedIn steps, as email replies cannot be detected.
Keep message sequences professional, concise, and personalised.
🤔 FAQs
Q1: Can users run multiple automation types at the same time?
Answer: Yes, users can run 3 different automations at one time.
Q2: Does the platform detect replies to InMails and messages automatically?
Answer: Yes, the platform typically detects replies, though occasional exceptions may occur due to LinkedIn behaviour.