Accessing Signal Workflows
- Click View Insights on any profile.
- Navigate to the Settings tab (the fifth icon in the menu bar).
- Select Workflows from the options.
Creating a Signal Workflow
- Click Create Workflow.
- Give your workflow a name (e.g., Compliance Checker).
- Write the logic for the signal you want to monitor.
- Example: “_Create a workflow to check a company’s _compliance status”, which isn’t captured by default.
Activating a Workflow
- After creation, the workflow is inactive by default.
- Toggle it on to activate.
- Once active, the workflow will automatically run every time you visit a profile and appear under the “Account Insights” Tab in the first menu item.
Example: Compliance Checker Workflow
- Create a new workflow named Compliance Checker.
- Once activated, LeadLabs automatically checks and displays compliance status when you visit a company profile.
- This eliminates manual checks and surfaces critical information in real time.
Benefits of Signal Workflows
- Custom tracking: Add signals not included by default.
- Automation: Workflows run automatically on every profile visit.
- Flexibility: Build workflows tailored to your business needs.
- Real-time insights: Instantly access signals like compliance status, hiring activity, or any other custom criteria.