linkedin.com
LinkedIn automation templates
The agent reads public company pages, job posts and the profiles you open, at a human pace. It sends no connection request and no message without your approval.
- 31 templates
- 10 run as routines
- Sign-in from your vault
Templates that use LinkedIn
Research
Brief me before each meeting
Who you meet, what their company does, and what you discussed last time.
On an event: Before each meeting with an external guest- Google Calendar
- LLinkedIn
- Gmail
ResearchOdyssey
Do due diligence on a startup before you invest
Team, product, traction, competitors and red flags, and each claim in the pitch deck checked.
You start it: When you start it- Crunchbase
- LLinkedIn
- G2
- +1 more: Google Docs
Sales
Build a list of prospects in a sheet
Companies that match your market, with the right contact for each.
You start it: When you start it- LLinkedIn
- Google Sheets
Sales
Complete new contacts in the CRM
Job title, company size and industry for each new HubSpot contact.
On a schedule: Every weekday at 8:00- HubSpot
- LLinkedIn
Sales
Write a personal first line for each lead
One true and recent detail about each person, ready for your cold e-mail.
You start it: When you start it- Google Sheets
- LLinkedIn
Sales
Write an account plan for a target company
The company's priorities, its buying team, the tools it uses now and 3 ways in, from public sources.
You start it: When you start it- LLinkedIn
- Google News
- Google Docs
Sales
Find companies whose job posts show a need
Companies that hire for roles that signal a need for your product, with the job link and the signal.
You start it: When you start it- LLinkedIn
- Indeed
- Google Sheets
SalesAsks first
Draft a LinkedIn message to one prospect
A short message about a real, recent point from their posts or company news, sent after your OK.
You start it: When you start it- LLinkedIn
Sales
Find agencies and resellers to partner with
Agencies that serve your customers, with their services, size, partner programs and contact page.
You start it: When you start it- Any website
- LLinkedIn
- Google Sheets
SalesAsks first
Draft win-back e-mails to former customers
For each lost customer, what changed since they left and a personal e-mail, sent after your OK.
You start it: When you start it- HubSpot
- LLinkedIn
- Gmail
Sales
Pick the exhibitors to meet at a trade show
The exhibitors that fit your target market, with booth numbers, a reason to meet and a walking route.
You start it: When you start it- Any website
- LLinkedIn
- Google Sheets
Sales
Build an ROI case for a prospect
A sheet that shows the savings in the prospect's own numbers, with each input, source and estimate.
You start it: When you start it- LLinkedIn
- Google Sheets
MarketingAsks first
Turn a new blog post into social posts
A LinkedIn post and an X thread in your tone. You approve before they go out.
On an event: When a new post appears on your blog- LLinkedIn
- X
Marketing
Watch what your competitors ship
New features, prices, plans and ads from each competitor, every week.
On a schedule: Every Monday at 9:00- Meta Ad Library
- LLinkedIn
- Product Hunt
MarketingAsks first
Reply to comments on your posts
Short replies in your tone to new questions and comments on your own posts, posted after your OK.
On an event: When a new comment appears on your posts- YouTube Studio
- LLinkedIn
- +1 more: Facebook
Marketing
Plan a month of social media posts
A calendar with a date, channel, format, topic and first draft for each post, based on what worked.
You start it: When you start it- Google Sheets
- LLinkedIn
MarketingAsks first
Schedule a week of posts from your sheet
Each approved post from your content sheet set up in its site's scheduler, after your OK.
On a schedule: Every Friday at 14:00- Google Sheets
- LLinkedIn
- +1 more: Instagram
RecruitingAsks first
Write a job post and publish it on job boards
A clear post with the pay, duties and must-haves, created in your ATS and published after you approve it.
You start it: When you start it- Greenhouse
- LLinkedIn
- Indeed
RecruitingOdyssey
Set a salary range for a new role
Market pay for the role from salary data and job posts, with percentiles, a suggested range and sources.
You start it: When you start it- Levels.fyi
- Glassdoor
- LLinkedIn
- +1 more: Any job board
RecruitingAsks first
Check where your job posts are live
Each job board compared with your open jobs, with closed jobs still online and wrong details marked.
You start it: When you start it- LLinkedIn
- Indeed
- Wellfound
- +1 more: Any job board
Career
Find new jobs that match you
New roles from the job boards, the best match first. No repeats.
On a schedule: Every weekday at 9:00- LLinkedIn
- Indeed
- Wellfound
CareerOdyssey
Prepare for each interview
The company, the interviewers and the likely questions, on one page.
On an event: Before each interview in your calendar- Google Calendar
- LLinkedIn
- Glassdoor
CareerAsks first
Sort recruiter messages and draft replies
Each recruiter message checked against what you want, with a reply that says yes, no or asks for details.
On an event: When a recruiter writes to you- Gmail
- LLinkedIn
Career
Find the market salary for your next job
Pay ranges for your role, experience and city, the figures for your target companies, and a number to ask for.
You start it: When you start it- Levels.fyi
- Glassdoor
- LLinkedIn
CareerAsks first
Follow up with people you met at an event
A personal note to each person on your list about what you talked about. You approve each one.
You start it: When you start it- LLinkedIn
- Gmail
Career
Make a learning plan for the skills you lack
The skills your target jobs ask for and your resume does not show, with courses and a plan for each week.
You start it: When you start it- LLinkedIn
- Coursera
- YouTube
- +1 more: Google Docs
CareerAsks first
Update your LinkedIn to match your resume
A new headline, About text and job entries drafted from your resume, changed only after you approve.
You start it: When you start it- LLinkedIn
- Google Docs
CareerAsks first
Ask a contact for a referral at a company
Your connections at the company, and a short referral request to the one you choose. You approve it.
You start it: When you start it- LLinkedIn
Career
Find internships and graduate programs with deadlines
Open programs in your field with the deadline, pay, dates and steps, the closest deadline first.
You start it: When you start it- LLinkedIn
- Indeed
- Any job board
- +1 more: Google Sheets
Career
Find jobs that sponsor a work visa
Recent roles that offer visa sponsorship, each checked against the official sponsor register.
You start it: When you start it- LLinkedIn
- Indeed
- Any government site
- +1 more: Google Sheets
Monitoring
Track mentions of your brand
New posts about your brand, with their tone. Questions and problems first.
On a schedule: Every 4 hours- X
- Hacker News
- +1 more: LinkedIn
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