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Automation Examples

Learn how to leverage our powerful automation modules and get inspiration to boost your productivity and success

Explore Modules
Module

Get Profile Data

The “Get Profile Data” module allows you to collect detailed information from an individual profile. This can include work experience, skills, and available contact details.
It is useful for research, outreach preparation, and account planning.

How to Use:

Here are some potential use cases for the “Get Profile Data” module:

  • Lead Qualification: Review a prospect’s background to assess fit before reaching out and prioritize high-intent targets.
  • Account Research: Build a quick snapshot of key stakeholders by collecting role history, skills, and areas of focus.
  • Recruitment Support: Gather a candidate’s relevant experience and skills to compare against job requirements and shortlist faster.
  • Personalized Outreach: Tailor your first message based on career history, shared interests, or role-specific challenges.
Module

Get Profiles from Search

Use this module to retrieve profiles directly from search results. This is particularly helpful for quickly building lists based on industry, job title, seniority, or location.

How to Use:

Here are some potential use cases for the “Get Profiles from Search” module:

  • Sales Prospecting: Generate a targeted list of prospects by searching for specific roles, industries, and regions.
  • Hiring Pipelines: Create shortlists by collecting profiles that match required skills, titles, or experience levels.
  • Partner Discovery: Find business development and alliance roles to explore potential collaborations.
  • Competitive Mapping: Identify professionals at competitor organizations to understand team structures and positioning.
Module

Get Profiles from Post Comments

With this module, you can collect profiles from users who have interacted with a post via comments. This is great for identifying engaged audiences around a topic.

How to Use:

Here are some possible ways to use the “Get Profiles from Post Comments” module:

  • Engagement Targeting: Identify people actively discussing topics relevant to your product, service, or niche.
  • Lead Identification: Collect profiles of commenters who mention pain points, needs, or relevant use cases.
  • Community Building: Find and connect with recurring contributors to build relationships and foster loyalty.
  • Influencer Discovery: Spot high-signal voices who comment on popular posts and explore collaboration opportunities.
Module

Get Current Connections

This module lets you retrieve your existing connections and segment them for specific campaigns or goals—such as promoting an event, announcing a new product, or re-engaging dormant contacts.

How to Use:

Here are some potential use cases for the “Get Current Connections” module:

  • Event Promotion: Segment connections by location, industry, or role to invite the right audience to an event.
  • Product Launch: Identify past customers, warm contacts, or relevant personas to announce a new feature or release.
  • Re-activation: Find connections you haven’t spoken to recently and run a re-engagement sequence.
  • Relationship Management: Categorize connections for consistent follow-ups, account ownership, or internal handovers.
Module

Send Connection Invite

This module enables you to send connection requests to potential contacts. You can include a customized note to increase acceptance rates and set the tone for the relationship.

How to Use:

Here are some potential use cases for sending connection invites:

  • Networking: Connect with people you met at events, communities, or webinars with a short contextual note.
  • Targeted Outreach: Send requests to prospects that match your ideal customer profile with a value-focused introduction.
  • Business Development: Reach out to potential partners, advisors, or investors to expand opportunities.
  • Hiring & Referrals: Connect with candidates and referrers to open up hiring conversations and warm introductions.
Module

Send Message

Use this module to send direct messages to your connections. Messages can be personalized to improve engagement and increase response rates.

How to Use:

Here are some potential use cases for sending messages:

  • Follow-up: Reach out after an event, meeting, or comment thread to continue the conversation.
  • Sales Outreach: Send tailored messages that address role-specific challenges and propose a clear next step.
  • Content Sharing: Share articles, webinars, or resources with selected segments of your network.
  • Client Retention: Check in with existing customers or partners to maintain relationships and uncover new needs.
Module

Export Chat History

This module allows you to export recent conversation history for record-keeping, analysis, and CRM workflows. It can also support automatic replies to inbound leads to help you stay responsive.

How to Use:

Here are some practical ways to use the “Export Chat History” module:

  • CRM Workflows: Export conversations into your CRM so teams can reference context when managing leads or accounts.
  • Follow-up Tracking: Keep a clean log of conversations to avoid missing important next steps.
  • Quality Review: Analyze message threads to refine positioning, objection handling, and overall conversion.
  • Team Handoffs: Share conversation history with teammates to ensure continuity when ownership changes.
  • Automatic Replies: Configure predefined inbound responses to acknowledge messages, handle FAQs, or set expectations.
Module

Invite to Follow Page

Use this module to invite selected people to follow your company page, helping you grow your page audience and expand reach over time.

How to Use:

Here are some potential use cases for the “Invite to Follow Page” module:

  • Audience Growth: Invite highly relevant contacts to follow your page and keep up with your updates.
  • Post Engagement: Expand reach by inviting people likely to engage with your content based on role or interests.
  • Employer Branding: Increase visibility for hiring campaigns by growing a follower base of potential candidates.
  • Partner Visibility: Strengthen co-marketing by growing an audience that includes customers, partners, and industry peers.

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