Complete System Buildout

System Overview: Overview of the Workflows

In this video, we walk through the modular architecture behind the full data enrichment and sales enablement system powered by LinkedIn for Workflows.

Before diving into each workflow in detail, this overview explains the logic, sequence, and flexibility of the system — designed to enrich contacts, verify data, and power automated outreach at scale.

System Build: Preparing the System

In this foundational video, we begin building a complete data enrichment and sales enablement system using LinkedIn for Workflows.

This is the essential prep work — setting up the system infrastructure that makes the rest of your workflows seamless, fast, and scalable.

Workflow Build: Search (User)

In this video, we build the most advanced and critical piece of your enrichment engine: the Search User workflow. This multi-layered flow is designed to retrieve accurate LinkedIn user profiles with built-in redundancies, manual validation, and fallback logic—ensuring precision at every step.

Workflow Build: Search (Company)

In this video, we build the Search Company workflow — an intelligent, flexible step in your data enrichment process using Workflow Actions and LinkedIn for Workflows.

You’ll learn how to search for a company using a contact's details, validate results, and handle edge cases using fallbacks and manual review triggers.

Workflow Build: Retrieve Profile (User)

In this video, we walk through the complete setup of the Retrieve User Profile workflow — an essential piece in your data enrichment system. You'll learn how to build a flexible flow that can handle both Public IDs and Provider IDs generated.

Workflow Build: Retrieve Profile (Company)

In this video, we build the Retrieve Company Profile workflow — designed to pull enriched company data from LinkedIn using the company provider ID. This workflow is a critical step in creating a complete, contextual company record within your enrichment system.

Workflow Build: List Posts (User)

In this video, we create the List Posts (User) workflow — a modular flow designed to retrieve and store a LinkedIn user’s most recent posts, adding valuable context to your enrichment and outreach strategy.

Workflow Build - List Posts (Company)

In this video, we build the List Company Posts workflow, which scrapes and stores a company’s most recent LinkedIn posts for use in personalization and sales enablement.

Workflow Build: Invitation (Send)

In this video, we create the Send Invitation workflow—a key step in automating your outbound LinkedIn connection requests as part of your data enrichment and sales enablement system.

Workflow Build: Invitation (Status/Follow Up)

In this video, we build the Invitation Status Check & Follow-Up workflow — a smart automation that keeps your LinkedIn outreach clean, timely, and responsive.

Once a LinkedIn invitation is sent, this workflow monitors its status, handles follow-ups, and cleans up stale connection requests—all without manual effort.

Workflow Build: Invitation (Cancel)

This video demonstrates how to build a workflow that cancels a pending LinkedIn connection request. It uses the invitation ID stored on the contact record to trigger the cancellation, update contact fields, and leave a note for tracking. Useful for keeping your outreach clean and managing pending invites directly from your CRM.

Workflow Build: Invitations (List Pending Requests)

This video walks through building a workflow that retrieves and lists all pending LinkedIn connection requests. It helps you keep track of which invitations haven't been accepted yet, so you can follow up, withdraw them, or manage your outreach more effectively from within your CRM.

Workflow Build: Inmail Credit Balance Check

This video shows how to create a workflow that checks your available InMail credits across LinkedIn account types—Premium, Recruiter, and Sales Navigator. The workflow updates custom values and sends an internal email with your current credit balances. It helps prevent failed outreach attempts by allowing you to filter actions based on available InMail credits.

Workflow Build: Scrape Website

This video demonstrates how to build a workflow that scrapes a company’s website and stores the content for use in data enrichment. It includes setting up conditional triggers based on the presence of a website URL, handling cases with missing data, and tagging contacts to track scraping progress. The scraped content can be used in later workflows for generating profiles, reports, and more.

Workflow Build: Generate Detailed Profile (User)

This video shows how to build a workflow that generates a detailed contact profile using LinkedIn data and AI. It transforms standard profile information into usable insights like work history summaries, education, skills, location, job responsibilities, recent posts, and personal interests. These enriched profiles help prepare for sales calls, automate follow-ups, or power AI agents with deeper context about your contacts.

Workflow Build: Generate Detailed Profile (Company)

This video covers the setup of a workflow that generates a comprehensive company profile using data from LinkedIn and the company’s website. It extracts details like industry, market positioning, products, pricing models, customer insights, and even brand language—creating a full report that supports sales, marketing, or research efforts. Ideal for building a complete view of target companies in your CRM.

Workflow Build: Generate Sales Enablement Report

This video walks through the process of building a workflow to automatically generate a sales enablement report using enriched LinkedIn data. The workflow combines detailed contact and company profiles with your stored value proposition to create a structured, AI-generated report. It includes company insights, prospect profiles, pain points, value alignment, and sales recommendations—ideal for equipping sales teams with ready-to-use talking points.

Workflow Build: Generate Inbound Lead Follow Up

In this video, we build the Inbound Lead Follow-Up workflow—a powerful AI-assisted sequence that generates personalized follow-up emails for leads who engage with your content (e.g., webinars, downloads, demos).

Workflow Build: Search (Company - Automated Version)

This video demonstrates how to create a fully automated workflow for searching companies on LinkedIn and adding them to your CRM. It removes manual checks while still allowing for a manual backup path, ensuring the process can run end-to-end with minimal intervention.

Demo: Contact Profile Enrichment

A quick overview of how profile enrichment actions work inside the CRM. Watch as the system automatically generates a detailed contact profile, a company profile, a follow-up sequence, and a sales enablement report, all without manual intervention.