Automations (Sequences)

Automations (Sequences) are automated LinkedIn outreach workflows. Each automation is a sequence of steps — messages, delays, connection requests, and conditions — that run automatically for enrolled leads.

Automations List

Toolbar

ElementFunction
+ New AutomationCreate a new sequence
🔍 SearchSearch automations by name
Status filterAll / Active / Paused / Draft / Archived

Each automation in the list shows:

  • Name and status badge
  • Number of enrolled contacts
  • Active / paused / completed counts
  • Created date
  • ⋯ menu: Edit, Duplicate, Pause/Resume, Archive, Delete

Creating an Automation

  1. Click + New Automation
  2. Enter the automation name
  3. Select the Library context (ICP, Persona, Script) for AI-powered generation
  4. Build the sequence using the block editor

Block Types

BlockDescription
MessageSend a LinkedIn message
Connection RequestSend a connection request with optional note
DelayWait for a specified time before the next step
ConditionBranch based on reply, stage, tag or custom field
InMailSend a paid InMail
Like PostLike a lead's post
Visit ProfileVisit the lead's profile
Endorse SkillsEndorse skills

Enrolling Contacts

To add contacts to an automation:

  1. Open the automation
  2. Click + Enroll
  3. Select a contact list or individual contacts
  4. Confirm enrollment

Alternatively, use the API: POST /automations/{id}/enroll (see API Keys).

Automation Statuses

StatusDescription
ActiveRunning normally
PausedTemporarily stopped
DraftNot yet launched
ArchivedCompleted or archived

AI Sequence Builder

Click Generate when creating an automation to let AI build the full sequence based on:

  • The Library context you selected (ICP, Persona, Script)
  • Your goal and tone preferences

AI generates all message blocks, delays and conditions. You can then edit each step manually.

FAQ

How to pause an automation for a specific contact?

Open the automation → find the contact in the enrolled list → use the contact's action menu to pause or unenroll.

Can I run the same contact in multiple automations?

Yes. A contact can be enrolled in multiple automations simultaneously.

What happens if a contact replies during an automation?

The automation detects the reply. Depending on your Condition blocks, it can stop, continue or branch to a different path.

How to set up an A/B test?

Use a Condition block with random split logic to route contacts to different message variants.