Introduction
The Workflow Builder is a powerful tool that allows users to automate repetitive tasks, enrich lead data, and seamlessly integrate with other systems. This feature is part of the lead search section and is particularly useful for handling large volumes of leads efficiently. The Workflow Builder not only saves time but also ensures consistency in managing and processing leads.
Uses of the Workflow Builder
The Workflow Builder is designed to automate a series of actions that need to be taken for each lead added to a list. It is particularly beneficial for tasks such as:
Data Enrichment: Automatically retrieve additional information, such as phone numbers and verified email addresses.
Content Automation: Generate summaries, create subject lines, or write introductory paragraphs using AI commands.
Integration: Seamlessly send enriched data to a CRM or other systems via webhooks or integration platforms like Zapier.
How the Workflow Builder Works
The Workflow Builder operates by setting up triggers and actions that automatically run whenever a new lead is added to a specified list. The process involves the following steps:
Search and List Creation: Conduct a search, either manually or on autopilot, to gather leads, which are then added to a list.
Workflow Setup: Create a workflow that is triggered by the addition of leads to the list.
Action Configuration: Define specific actions, such as data filtering, AI-driven content creation, or data transfer to external systems.
Automation: Enable autopilot to continuously add leads to the list, triggering the workflow automatically.
Steps to Set Up the Workflow Builder
Access the Workflow Builder:
Navigate to the workflow builder section within the lead search tool.
Create a New Workflow:
Click on "New Workflow" and provide a name for easy identification, such as "CEO Enrich and CRM Post."
Set the Trigger:
Drag the desired list as the trigger for the workflow. Specify which list should initiate the workflow actions.
Configure Actions:
Apply filters to ensure only leads with verified emails proceed to further steps.
Add AI commands for tasks like running summaries or generating content.
Set up data enrichment processes to gather additional contact information.
Define integration steps to send enriched data to a CRM or other platforms.
Publish the Workflow:
Once configured, publish the workflow to activate it. Ensure it is not in draft mode for it to run automatically.
Monitor and Update:
Regularly check the list of workflows to ensure they are active. You can create multiple workflows for different tasks or lead types.
By setting up the Workflow Builder, users can ensure that their lead management process is efficient, consistent, and integrated with other business systems, ultimately maximizing lead potential and business growth.