Getting Started with Workflows: Your First Automation

Tutorial • 15 minutes • Prerequisites: Active workspace with leads

Prefer video? A complete video walkthrough of this tutorial is available at the bottom of this page.

What you'll learn

By the end of this tutorial, you'll have created your first workflow that automatically qualifies leads and routes them based on their connection status. This hands-on guide walks you through the essential concepts of Teamfluence workflows while building something immediately useful.

What you'll build

A workflow that:

1. Detects new leads from profile visits

2. Checks if they're ICP matches

3. Routes connected leads to Slack for immediate follow-up

4. Adds unconnected ICP matches to a networking campaign

Before you begin

You'll need:

• A Teamfluence workspace with at least one connected LinkedIn profile

• The Teamfluence Chrome extension installed and active

• Access to the Workflows feature in your sidebar

• Optional: Slack connected for notifications

Pro tip: Workflows only trigger on new leads that come in after activation. Historical data won't be processed retroactively. Once your workflow is live, new profile visits will start flowing through immediately.

Step 1: Navigate to Workflows

1. Open your Teamfluence workspace

2. Click Workflows in the left sidebar

3. Click Create Workflow in the top right

You'll see a blank canvas with a prompt to select a trigger. This is where every workflow begins.

Step 2: Choose your trigger

Triggers are the "when" of your workflow—they define what event kicks everything off.

1. Click Select trigger

2. Choose New Profile Visit

3. Click Next step

Why this trigger? Profile visits are high-intent signals. Someone took the time to look at a LinkedIn profile—that's worth acting on.

Available triggers include:

• New Lead (any engagement type)

• New Prospect (qualified leads)

• Team Member Post Reaction

• Team Member Post Comment

• Profile Visit

• New Connection

• Company Page Follow

Step 3: Add your first filter action - ICP Match

Now we'll add a filter to sort high-quality leads from noise. Filters are the "if" statements of workflows.

1. Click Next step under your trigger

2. Select Match ICP with AI Agent

3. Choose either the existent ICP for the workspace or create a new profile.

4. Select True (we only want matches)

What happens here: Only profile visits from people who match your ICP criteria will continue through the workflow. Non-matches are automatically filtered out.

Step 4: Add a second filter - Connection status

Let's split the workflow based on whether you're already connected with the lead.

1. Click Next step below the ICP Match filter

2. Select Filter

3. Choose Team Member Connected

4. Select the profile from the dropdown

5. This creates two branches: True and False

Why this matters: Connected leads can be messaged directly on LinkedIn. Unconnected leads need connection requests first. Different connection statuses require different actions.

Step 5: Configure the "True" branch - Send to Slack

For leads you're already connected with, send an immediate notification to Slack.

On the True branch:

1. Click Next step

2. Select the TRUE branch

3. Choose Push to Slack

4. Select your Slack channel (e.g., "#teamfluence-alerts")

5. Check "Allow Slack users to qualify leads" if you want team members to promote leads to prospects directly from Slack

What this does: When there’s an ICP-matched profile visitor who's already connected, your team gets an instant Slack alert with their details.

💡 Pro tip: Create a dedicated Slack channel for workflow notifications to keep your main channels clean.

Step 6: Configure the "False" branch - Add to Campaign

For unconnected ICP matches, let's automatically add them to a networking campaign.

On the False branch:

1. Click Next step

2. Select the FALSE branch

3. Choose Add to Networking Campaign

4. Select an existing campaign from the dropdown

What this does: Unconnected leads who match your ICP are automatically added to a campaign that will send connection requests over time.

⚠️ Important: Before selecting a campaign, we recommend creating a dedicated campaign specifically for workflow-routed leads. This allows you to:

• Track conversion rates for this specific audience

• Customize messaging for profile visitors vs. other lead sources

• Adjust sending rates independently from other campaigns

To learn how campaigns work and how to create one, see How to Set Up Networking Campaigns.

Step 7: Name and activate your workflow

1. Click the workflow title at the top (default: "Untitled Workflow")

2. Rename it to something descriptive: "Profile Visits → ICP → Route by Connection"

3. Toggle the switch to Active

Naming tips: Use descriptive names that explain the trigger → filter → action flow. You'll thank yourself when you have multiple workflows running.

Step 8: Test your workflow

Before relying on your workflow, test it with real data.

1. Click the three-dot menu (⋮) on any step

2. Select Test run

3. Review the test results to confirm the workflow behaves as expected

What to check:

• Are leads being filtered correctly?

• Do Slack notifications appear in the right channel?

• Are leads being added to the correct campaign?

You did it!

Your first workflow is now live and automating lead qualification and routing. As profile visits come in, your workflow will:

✅ Identify ICP matches automatically

✅ Send immediate Slack alerts for connected leads

✅ Queue networking campaigns for unconnected leads

What happens next: Your workflow runs automatically in the background. Check back in 24-48 hours to see leads flowing through the system.

Next steps

Save time on your next workflow: Download pre-built templates and customize them for your workspace in minutes:

• [Profile Visit Routing Template] - The workflow you just built (customize ICP, Slack channel, campaign):

The template is ready to import - just update your ICP criteria, select your channels and team member, and activate.

Want inspiration to build your own? LinkedIn - The Essentials

Video walkthrough

Troubleshooting

My workflow isn't triggering

• Verify the Chrome extension is active and logged in

• Check that your LinkedIn profile is connected in Settings

• Check if there’s any errors in the workflow setup

• Check the Run information

• Confirm the workflow toggle is set to Active

Leads aren't matching my ICP

• Review your ICP configuration

• Test your ICP settings with known good leads

• Consider adjusting your qualification criteria

Slack notifications aren't appearing

• Confirm Slack is connected in Settings

• Verify the selected channel exists and the Teamfluence app is invited

• Check the channel permissions

Networking campaign isn't sending invites

• Verify your daily invite limits aren't exceeded

• Confirm the campaign is Active

• Check that the LinkedIn profile has sufficient connection quota remaining

Related documentation

• Workflow Signals/Triggers/Actions Reference - Complete list of available action

• Networking Campaigns - Deep dive into automated connection requests