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Build a Blank Automation Step-by-Step

Learn how to build a fully customised automation from scratch.

Terence Cassidy avatar
Written by Terence Cassidy
Updated over a month ago

๐Ÿ—๏ธ Blank automations provide complete control over every step of the workflow. Users can add connection requests, messages, emails and other actions in the exact sequence they choose.

โš ๏ธ Important: Free LinkedIn accounts cannot send connection requests with messaging. These must be blank to prevent failures.

Start a Blank Automation

  1. Go to Automations, click Create Automation, and select Blank.

  2. Name the automation and select the Assignee.

  3. Choose the correct LinkedIn search type.


Add the Search URL

  1. Paste the LinkedIn search URL, Pipeline, Leads List or general people search.

  2. If uploading an Excel file, click Run by Excel and upload a sheet containing profile URLs.

  3. Select Dynamic List if required.


Add the First Step

  1. Click Add Step and choose Connection Request, InMail, or Email.

  2. Add a message if allowed by the userโ€™s LinkedIn type.

  3. Apply personalisation tags such as name, company or job title.


Build the Workflow Pathways

  1. For connection requests, configure outcomes for:

    • Accepted + No Reply

    • Accepted + Replied

    • Not Accepted

    • Already Connected

  2. Add Wait Times between follow-ups to simulate natural outreach behaviour.

  3. Add Profile Views, Messages, or Email Steps as needed.


Add Final Steps

  1. Use Revoke Connection Request to remove outstanding requests after waiting a week.

  2. Add final messages or emails depending on outreach strategy.

  3. Review all steps to ensure the sequence is complete.


๐Ÿ’ก Best Practices

  • Add at least one wait step between follow-ups to keep sequences realistic.

  • Use revoke steps to avoid LinkedIn restricting accounts with too many pending requests.

  • Avoid over-long sequences unless intentionally running long-term campaigns.


๐Ÿค” FAQs


Q1: What happens if a user replies during a follow-up sequence?
Answer: The automation typically detects replies and stops follow-up messages for that person.

Q2: Can users change the order of steps after creation?
Answer: Yes, steps can be edited, removed or expanded at any time.

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