Identify leads to connect with

Jacob Bank
Creator
Resources

Google Sheets Template

Target Companies and Leads](https://docs.google.com/spreadsheets/d/13vBC7e7QzBdukMLeLDwFf7dzEKSQcswiY9DRcY8wbhQ/edit?usp=sharing)

AI Agent Template

LinkedIn Lead Finder](https://run.relay.app/shared/2-linkedin-lead-finder-utJbCZMfAUrj)

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!

Step-by-step guide

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.

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

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.

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

Open the AI writing step #4. You can customize it to list out all the leads.

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.

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.

10. Test your new agent

Let's see how this new agent does. Click Start a test run to run it now.

11. Review the results and make any tweaks

You'll receive a Slack message with a list of names when it's done running. Review the message format and adjust if necessary.

12. Turn it on

Once satisfied with results, flip the trigger to on. This agent will run automatically every time a new row is added to the sheet.

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

With this agent set up, you can start adding more connections, leading to more followers on LinkedIn.