Enrichment helps you gather up-to-date contact and company info using LinkedIn and AI. Here's a quick guide to creating your first workflow.
1. Open the Enrichment tab
Start by going to the Enrichment section in the main menu.
Click on “Create Enrichment” to begin.
2. Name your workflow and upload a CSV file
Give your workflow a name so you can easily find it later.
Then, upload a CSV file that includes LinkedIn profile URLs.
📌 Make sure your file follows the correct format – see the CSV requirements here.
3. Start with the LinkedIn enrichment step (required)
Every workflow begins with the “Get real-time data from LinkedIn” step. This is required.
This step pulls in:
The person’s basic contact details (like name, job title, and location)
Their company information (like company name, size, and industry)
4. Add more steps (optional)
After LinkedIn data is pulled in, you can add other tasks to enrich your leads further:
AI Lead Scoring
Helps you quickly see which leads are most promising.Waterfall Work Email Finder
Tries multiple sources to find a valid work email.Waterfall Phone Number Finder (coming soon)
Searches for possible phone numbers using different providers.
5. Choose how you want to run the workflow
Once your steps are set up, you’ll have three options:
Save without running – in case you want to come back later
Run for the 1st row only – test it on just one contact first
Run for all rows – process your entire list at once
Running the 1st row first is a great way to check that everything is working correctly
Please note: if you run the task only for the 1st row, after receiving the results, you can choose to run the task for the remaining rows:
6. Review the results
After the workflow runs, you’ll see:
All the LinkedIn URLs you uploaded
The data collected from LinkedIn
The time each task was run
Results from any extra steps (like email, phone, or lead score)
7. Export your data
When you're ready to download your results:
Click the “Export” button
Choose your preferred file format (CSV of Google Doc)
Select which data fields you’d like to include
If you have any additional questions, feel free to reach out via our live chat or via email at [email protected]