Configure and launch a workflow

Welcome to the configuration of your template 👋

You are currently reading a how-to guide which will guide you through the different parts of your workflow. 

You can also find a helper section on the right tab which will help you through performing required actions or solve any occurring issues. 

What is a workflow?

A workflow is composed of one or multiple steps.

The first step is the starting point of your workflow, where your data comes from. In other words, your input. It can be a search, an extract, etc.

The other steps that compose your workflow will perform different actions to find other data that you will want at the end of the workflow, your outputs. It can be the visit of a specific profile, the sending of a message, an extraction of a profile, etc.

How-to start?

You can start by selecting one of the steps on the left and let you guide on the right with the different actions to do.

A workflow can have one or multiple steps.

The steps represent the data flow going from the starting point, your input, to your wanted data, the output.

Start by selecting an application by clicking on its logo or look for it in the search bar, this will create your first step.

This application will be the starting point of your workflow.

Afters selecting the application that will trigger your workflow, select one of its associated automations.

This will determine the action you want to perform (e.g., search leads, extract profiles, send messages, etc.).

You arrived at the configuration state of your workflow.

• Configure inputs

This accordion is where you enter or upload the required inputs to start your workflow.

• Configure view (starting from step 3)

This accordion is where you can create an aggregation view which to combine precedent outputs.

• Configure mapping (starting from step 2)

In this accordion, you get the precedent output's data and use it in this step. It's called a mapping.

• Configure integrations

This accordion is where you plug the required integration's accounts for the step to get the information or perform the action.

• Configure parameters

This accordion will display the available parameters you can use to precise the behavior of your step.

Example

Inputs are only required in the first step. They are the starting point of your workflow (example: a linkedin_profile_url, a domain, a search_url, etc.)

The input table will tell you know which key is required to launch the first step:

For example, here you need to provide a LinkedIn search URL, which is the URL of your people search on LinkedIn.

You can upload your list of inputs in a CSV file (note that the header of the column should respect the appropriate key (example in this sheet for a linkedin_people_search_url in input).

1. Mapping is done automatically

Most of the time, we will do the mapping automatically for you 🙂. You know it's the case when the section is like this:

and the input mapping keys look like this:

2. Mapping needs to be done manually

You can see that the mapping has not been done automatically when the step is like this:

If the mapping has not been done automatically, you will need to do it by adding an aggregation view.

This will enable you to map values between your last and current step in order to use one of the precedent outputs as your next step input.

3. Add a manual mapping 

You have the possibility to add a manual value when you can't retrieve outputs from a precedent step.

This can be the case when you have in a first step Get Spreadsheet Rows or Generic Scraper in a first step.

See this example:

• Select the account you want to use for a specific integration by clicking in the following section:

Note: the account you selected in the first step will be applied automatically to the other steps.

We will only display accounts that you added in the Integrations section of the platform

• If you don't have an account already set up, click on "Connect a New Account" and follow the steps. Thanks to the extension, we'll be able to connect to your LinkedIn account seamlessly:

• You’re all set if you see this 🙂:

It is recommended to configure an aggregation view if we don't propose any recommended outputs to map in the “Configure mapping” section:

Example

• Here you should not create an aggregation view as you can map the outputs of the last step easily (here on company_name):
• Here you should create an aggregation view in the precedent accordion "Configure view" to be able to map the outputs from the precedent step:

The launcher has several sections:

• Job name: it is mandatory to be able to launch your workflow
• Configure output data: this will enable you to choose the keys you want in your workflow results
  • Here you can also choose to iterate on the meta you passed in input by checking the option
• Job settings: this will precise how you want to launch your workflow (see section below)

You have two options to launch your workflow:

👉 Launch now

If you select this launch option, your workflow will launch immediately.

You can switch on the “Repeat” option as well. This will repeat your job after this launch according to the details you've entered. 

Example: 

Here, the workflow will launch now and repeat every working days during working hours. 

👉 Launch Later

This launching mode will launch your workflow later at a specific time.

You’ll be able to select a date and time when you want your workflow to be launching.

You can also activate the repeat mode to schedule a new launch at a specific date and time.

Also, the eligible time mode will precise the days and time when you want your workflow to be repeating (⚠️ we strongly advise not to change these as they could affect the date and time your workflow will launch).

Example:

Here, the workflow will launch on the 8th of November at 9am and will repeat during weekends, on all hours.