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Getting Started
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Workflow Actions
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System Buildout (Example)
- Overview of the Workflow Architecture
- Preparing the CRM
- Step 1: Search User
- 2A: Retrieve User Profile
- 2B: List User Posts
- 3A: Search Company
- 3B: Search Company (Automated Version)
- 4A: Retrieve Company Profile
- 4B: List Company Posts
- 4C: Scrape Company Website
- 5A: Send Invitation
- 5B: Invitation Status/Follow Up/Cancel
- 6A: Generate Detailed Contact Profile
- 6B: Generate Detailed Company Profile
- 6A: Generate Sales Enablement Report
- 7: Generate Inbound Lead Follow Up Email Sequence
- Working Demo: Complete Contact Profile Enrichment
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Workflow Examples
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Troubleshooting