On the left sidebar, go to the "Automations" section and click "Create New Automation".
In the modal window, you’ll have two options:
Use one of the ready-made templates (1).
Build automation from scratch (2).
Among the suggested templates, you can find frameworks of automations for different purposes. If none of them fit, you can create your own by clicking Build manually.
Then, you will be redirected to the automation builder, which consists of 4 stages:
1. Build
At the top, there’s an Automation Start block, which begins the sequence. By clicking “+”, a menu with available automation functions opens.
Send Connection Request
In the “Send Connection Request” settings window, you’ll find a connection note field (1) - can be left blank, or you can add a short personalized message: up to 300 characters for LinkedIn Premium accounts, or up to 200 characters for non-premium accounts.
We recommend keeping the switch “Skip note if limit reached” (2) turned on, so the system continues sending connection requests without personalization once the limit is reached (important for non-premium accounts, which currently have a limit of up to 5 personalized requests per month).
A built-in option to set a delay before execution (3).
Example: if you set 3 days, the request will be sent only after 3 days, not immediately.
Withdraw Connection Request
Automatically withdraws unanswered requests.
Send Message
In the modal window, the following functionality is available:
1 - Text field for the message.
2 - Option to attach files.
3 - Use of variables for personalization (30+ default variables available; custom variables can also be created). Learn more here.
4 - Toggle - Send always:
When off, automation stops if the lead replies.
When on, messages will still be sent even if a reply was received.
Send Email
1 - Choose which email to send to: personal, work, or both.
2 - Send in previous thread - keep on if you want all emails to appear in the same thread (subject must remain the same). Turn off if you plan to use different subjects.
3 - Use template - allows you to apply pre-made email templates.
4 - Subject field.
5 - Email body field.
Social Nodes
The main goal of this section is to increase your visibility to potential clients. It is typically used between message sequences or before sending a connection request. Available actions include visiting profiles, liking and commenting on posts, and endorsing skills. Key points to consider:
LinkedIn tracks profile visit frequency, so avoid excessive use of the visit profile function.
for post comments, you can write a custom template, but keep in mind that the system will comment on the latest post without analyzing its content. To avoid issues, use a neutral comment that fits any type of post.
skill endorsements are only available for 1st-degree connections, so apply this function only after your connection request has been accepted.
Rotate Sender Profile
switches to another sender profile, forcing the contact to go through the sequence again (often used when a request remains unaccepted for a long time). Learn more in this article.
A/B test
splits the sequence into branches with different actions. You can adjust both the number of branches and the distribution percentage.
Condition Rules
filter contacts to create different scenarios.
Time Delay
add a delay after any action.
End Automation
ends the sequence.
Triggers
Wait for Connection - this trigger is essential after sending a connection request, as it determines whether the request was accepted and helps structure the message flow accordingly.
Wait for Reply (any channel) - checks whether the lead has responded to your message.
Both triggers support Social Activity actions and wait time settings. They can be set sequentially throughout the automation.
*Common mistake – setting a trigger for only 1 day. Keep in mind that the trigger will only be active for the duration you specify. If the connection request trigger is set to 1 day, any lead who doesn’t accept within 24 hours will move down the "No Connect" path. Even if they accept later, they won’t return to the trigger stage. To prevent this, set the connection request trigger to 14–20 days and the message reply trigger to at least 3–4 days between messages.
Add Tag
automatically adds a tag.
Remove Tag
removes a tag.
Change List
moves contacts to another folder.
Change Pipeline Stage
changes pipeline stage.
Change Sender Profile
switches the active sender profile mid-sequence.
Call Custom Webhook, Call API
allows integrations with external tools (requires prior setup). Detailed guide: Webhook & API Call.
2. Add Sender Profiles
Here, select one or multiple sender profiles (1) that will be used in the automation. If multiple, configure the distribution logic (2) between them. More info about methods of distribution here.
If no sender profiles exist yet, you can create them directly here via "Create Sender Profile" (3). More info about creating and connecting a sender profile here.
3. Add Contacts
Click Add Contacts.
The system offers 4 options:
Import existing CRM contacts.
Create a new dedicated import using: Basic Search, Sales Navigator Search, or CSV file.
Learn more about imports here.
4. Launch
Final setup before launch:
1 - Choose a name for the automation.
2 - Optionally assign a folder.
3 - Set priority.
4 - Configure the schedule if necessary.
By default, the switch “Use Sender Profile’s Schedule” is on, meaning automation follows the sender’s schedule. You can override it, but remember the server's schedule must align with the automation schedule. Otherwise, the automation may not function correctly or at all.
More info about sender profile work schedule.
5 - Click "Launch" and your automation will start.
