Objective
This article outlines the steps to create and manage workflows in the Workflow Builder, ensuring efficient lead generation and data management.
Key Steps
1. Accessing the Workflow Builder 0:00
Navigate to the Workflow Builder.
If no workflows exist, click on 'Create your first workflow'.
2. Naming Your Workflow 0:10
Click on the input field to name your workflow (e.g., 'Demo').
Optionally, add a description.
3. Setting Autosave Options 0:21
You can choose whether to enable autosave for your workflow.
Click 'Save' to proceed.
4. Setting Up Your Wallet 0:34
If prompted, navigate to the wallet page.
Ensure a card is on file for credit management.
5. Updating Balance Settings 0:52
Set a minimum balance for credits (e.g., 100).
Enable automatic charging to your default card when credits dip below this amount.
Agree to the terms and click 'Update'.
6. Returning to the Workflow Builder 1:31
Click 'Go Back' to return to the Workflow Builder.
7. Exploring Workflow Options 1:44
Familiarize yourself with search and discovery options (people, company, domain, influencer).
Utilize filters for research and analysis.
8. Using Recipes for Workflow Creation 3:01
Click on 'Lead Generation' to view available templates.
Select a template (e.g., 'People Search').
9. Conducting a People Search 3:20
Enter search criteria (e.g., 'Sales Managers').
Set location and max results (20-100).
Use advanced filters if necessary.
10. Filtering Results 4:16
Apply filters to only include results with found emails.
11. Integrating with CRM or Webhook 4:34
Choose to send data to your CRM or create a custom webhook.
12. Modifying Workflow Nodes 4:45
Remove or rearrange nodes as needed by clicking 'Remove Node' or using the delete key.
13. Creating Custom Workflows 5:49
Drag and drop to create a custom workflow (e.g., influencer search).
Connect actions like AI summary and direct messages.
14. Setting Workflow Frequency 6:41
Choose to run the workflow once, daily, or weekly.
Click 'Save' to finalize the workflow.
15. Accessing Workflow Results 7:05
View added contacts and results in your Lists after the workflow runs.
Tips For Efficiency
Regularly review and update your workflows to keep pace with evolving needs.
Utilize templates and recipes to save time on repetitive tasks.
Ensure that your wallet is set up to avoid interruptions in workflow execution.
Be cautious when removing nodes, as this may delete connected actions.
FAQs
Q: How is this different from the Autopilot Search?
A: This is the next iteration of the Autopilot Search that will replace it soon.
Q: How long does the Workflow run if I set it to run daily or Weekly?
A: The Workflow will only run until it has found all the contacts in your search. You will then receive an email letting you know the Workflow has finished.