What's in this setup guide

In this guide, you'll set up an AI agent that will automate your lead generation by sending you relevant LinkedIn profiles based on company and job title data. These are the people you should connect with on LinkedIn!

👉 Note: Make sure you do the previous guide first! This agent depends on you having a tracker where company and job title data is getting added. This agent fills in the Target Leads tab.

Here's how it works:

• Run every time a new row is added to your Target Companies and Leads tracker

• Search for LinkedIn profiles that match the company and job title

• Add the resulting leads to your tracker

• Format the found profiles into a message

• Get the list of leads sent to you over Slack!

Here's a step-by-step guide on exactly how to set up this AI agent. Since you've built one already, we'll go a little quicker.

1. Make sure your leads tracker is ready

In the previous guide, you set up a lead tracker in a Google Sheet based on this Google Sheets template and made an AI agent to automatically fill it out every week with target companies and job titles.

Your tracker should look like this, with some companies and roles already filled in:

👉 If you used a different database tool: You'll need to update some steps in this workflow accordingly!

2. Import the LinkedIn Lead Finder AI agent template

Import the template for this AI agent here: LinkedIn Lead Finder

3. Update the trigger to monitor your tracker (step #1)

This agent should wake up when new rows are added to your Target Companies sheet. Select your Target Companies and Leads spreadsheet and pick the Target Companies tab for the specific sheet to monitor for new rows.

What's cool is that the new rows are added to the Target Companies spreadsheet automatically by your first agent without you needing to do anything. That means that this Lead Finder agent will trigger every week whenever your Company Finder agent runs. These two agents work together!

You'll know your trigger is set up correctly if you see familiar rows in the trigger Preview box.

4. Update the Find people step to reference data from the trigger (step #2)

Step #2 looks for LinkedIn profiles that match the company and role from the new row that kicked off the run. These matching profiles are your new leads.

To set this up, you just need to map data from the new row into this step:

• For Company name or LinkedIn URL, insert the field Company LinkedIn Profile URL from the trigger

• For Current job title, insert the field Job Title(s) from the trigger

That looks like this. You'll see a number "1" in the data chip because the data is coming from step #1, the trigger.

👉 Tip: Note that you can change the maximum number of profiles to return in the Advanced section. By default it's set to 10, but you can change that based on your needs. Note that each profile fetched uses 33 credits.

5. Review the loop (step #3)

Your Find people step will likely come back with multiple leads. We want to log each one of these leads back to your sheet, so we need a loop to process each one individually. This loop is already set up for you in the template.

6. Add rows to your Target leads sheet (step #4)

Inside the loop, we have an Add row to sheet step. For each person found in step #2, a row will be added to your tracker.

To set this up, you need to add rows to the right tab in your tracker. Select your tracker as a spreadsheet and this time, pick the Target Leads tab as the place to log leads

Click Auto-suggest to automatically map the fields from previous steps into the row. That looks like this.

👉 Good to know: Data chips with a little double-arrow icon mean that the data is coming from the item that is being iterated over in the loop.

7. Update the data referenced in the AI writing step (step #5)

Open the AI writing step #4. If you read the default prompt, you'll see that in this step we are asking an AI to write a message listing out all the leads you should connect with. It outputs rich text, so the AI can use bold font and bullet points, for example.

We want to make sure that the message includes the company and roles that were searched for. You'll need to map in the right values from the spreadsheet.

👉 Good to know: Insert specific data fields from an object directly into your prompt by typing "@" and selecting the field from the menu. When the agent runs, this variable will be filled out in the prompt like fill-in-the-blank text. This is different from attaching objects as Data from previous steps, which includes all fields related to an object.

8. Update where the Slack message should be sent (step #6)

In the next step, you'll configure how the message with leads to connect with is sent to you. If you use Slack, you can have it send to yourself as a DM, or to a channel of your choice.

If you don't use Slack, you can delete this step and instead add the AI output to a different communication automation, like sending an email to yourself.

9. Publish changes

Before you can test or run your agent, you'll need to publish the changes you made to the agent. Just click Publish.

9. Test your new agent

Let's see how this new agent does. Click Start a test run to run it now. You'll need to choose a specific resource to test it on.

10. Review the results and make any tweaks

You'll get a Slack message with a list of names when it's done running. How does the message look?

A few tips if you need to iterate:

👉 If the message format isn't quite what you want: Edit your prompt step to customize it further.

👉 Use step testing: If you're doing more testing, remember that you can test individual steps in the workflow instead of doing a full test run.

11. Turn it on

When you're happy with the results, flip the trigger to on. The agent will then run automatically every time a new row is added to the sheet, by your agent or by you manually.

👉 If you want to run the agent on existing rows: The agent will only run for NEW rows added to your sheet. To run it on existing rows, you'll need to click the three-dot menu on the trigger header and select Start manually > Backfill: All existing rows matching your trigger filters.

13. Connect with leads to grow your LinkedIn follower base!

Once your agent is on, you'll start getting these Slack messages every week as target companies are added to your tracker.

The last step of actually connecting with people is in your hands. Unfortunately the LinkedIn API doesn't let us build automations to send connections, so you need to send connection requests to suggested individuals yourself.

👉 Tip: Skip the personalized message! In our experience, personalized messages don't help much in connection acceptance rates. Plus, it can make it look more like you're selling something. So save your time and just send connection requests without customizing them.

When they accept your connection request, they will automatically start following you! This is how you'll get more people seeing your posts in their feeds.

Next, let's write some great content for your new followers

With this agent set up, you can start adding more connections—and therefore more followers—on LinkedIn.

Now it's time to start writing great content for your new followers.