LinkedIn Outbound Automation

The Outbound workspace runs your LinkedIn (and email) outreach end to end: you connect an account, source the right prospects, launch a campaign, and replies flow straight back into your CRM. Every message is sent from a rep's own connected account, written per prospect, and paced like a person — not blasted. The short version: Connect your LinkedIn → Prospect to build a lead list → launch a Campaign → work replies in the Inbox → book meetings. The sections below cover each piece.

Outbound is per-rep: each SDR connects their own LinkedIn account, and their campaign steps send from that account within its own limits. Connect from Settings → Integrations → LinkedIn — you log in through LinkedIn's own secure flow (via our partner Unipile), so your password never touches Salescadia. Use a dedicated SDR account, not your personal or founder profile, and one that looks established (name, photo, headline, some activity). LinkedIn's terms don't officially permit automation, so any LinkedIn tool carries some account risk — we minimize it with a dedicated IP per account, conservative limits, and human pacing, but connect an account you're comfortable sending from. Full walkthrough: Connecting your LinkedIn.

On the Prospect tab, describe your ideal customer in plain English — e.g. "VPs of Sales at 50–200-person B2B SaaS companies in the US" — and the AI fills in the search filters for you. Salescadia then sources matching people from LinkedIn Sales Navigator through your connected account and imports them onto your board. You can reveal a prospect's email on demand when you need it. Sales Navigator gives the best match quality and volume; when it isn't available we fall back to a licensed data provider. Everything you source lands as leads you can review before anyone is contacted.

A campaign is a multi-step sequence that runs automatically. On the Campaigns tab, the wizard lets you describe the campaign in a sentence — the AI drafts the audience and the messages, you preview and tweak, then launch. Campaigns are multi-channel: steps can be a LinkedIn connection request, a LinkedIn message, a profile visit (a soft warm-up touch), an email from the rep's mailbox, or a manual call task. Per-campaign controls let you:

• Require approval on every message before it sends.
• Turn AI auto-reply on or off, and auto-enroll routed leads.
• Attach a knowledge base the AI answers from.
• Set a do-not-contact list — upload a CSV, exclude existing CRM contacts, or skip people you're already connected to on LinkedIn.

You don't have to hand-pick every lead: a campaign keeps sourcing new prospects that match its ICP in the background until it reaches its target.

Once a campaign is live, the sequencer advances each prospect through the cadence automatically — always within human-like limits, because account safety is the whole game:

• Warm-up ramp — a freshly-connected account sends only a few invites and messages a day at first, increasing over its first couple of weeks.
• Conservative daily and weekly caps, each with a small day-to-day jitter so your volume never looks like a fixed, robotic number.
• Business-hours sending with jitter — it mirrors normal working hours instead of running around the clock.
• Per-account budgets — every rep's account has its own limits, so one account can't eat another's, and none exceeds its safe ceiling.
• Auto-pause on trouble — if LinkedIn flags an account (a restriction or checkpoint), we hold its sends for a cool-down.

Personalization matters just as much — generic copy-paste at volume is the fastest way to get reported, which is why every message is written per prospect (next section).

Every opener is written by AI per prospect, not templated. It draws on the prospect's headline and their recent public LinkedIn activity — a recent post, a job change — so the message references something specific about them. The copy is deliberately humanized (no "I came across your profile" tells), and it's grounded in your Company Knowledge Base: the AI only states facts you've given it, and never invents claims about your product or pricing. Intent signals, like a prospect recently changing roles, are woven into the opener automatically when they're present.

Replies and accepted invites pull into the Inbox — one card per prospect, newest first, with a status pill: Connected (they accepted), Needs reply (they messaged and you haven't answered), In conversation (an active back-and-forth), or Meeting booked. Conversations that need you float to the top. From a card you can:

• Reply in-app — sent from the rep whose account received it — or expand View conversation to read the live LinkedIn thread.
• ✨ Draft with AI — the AI reads the prospect's message plus their recent LinkedIn activity and your knowledge base, and pre-fills the reply box with a draft you can edit and send. It never sends on its own.
• Rate the conversation — "How was this conversation?" and "How good an ICP fit?" are quick training signals that sharpen future messaging and routing. Rating a conversation also clears it from "Needs reply" until the prospect writes again.
• Mark as booked — for prospects who scheduled through a link you shared, so it still counts in your funnel.

If you'd like, the AI can handle replies for you. Both are off by default and controlled from your outbound settings:

• Auto-reply — when a prospect responds, the AI answers using only your knowledge base, hands off anything novel or sensitive to a human, and stops once a demo is booked. Turn on Require approval and every AI message is held in the Approvals queue for you to approve or edit before it sends.
• Auto-revive — if a conversation goes quiet for about a week, the AI drafts a light re-engagement nudge to reopen it.

Both respect the same per-account daily and weekly caps as the rest of your outreach — and hold for approval whenever you require it — so nothing sends past a rep's safe limit. Re-engagements are prioritized ahead of new cold outreach for the day.

Assign a campaign to multiple connected reps and its leads spread round-robin across their accounts — more total volume, and no single account over its limit. Open a campaign → Reps to choose who runs it (LinkedIn campaigns require each chosen rep to have connected). The Team tab is a cross-campaign dashboard: every rep against every campaign, showing how many active leads each owns, how many messages are sending, and their replies and booked meetings — so managers can see who's carrying what at a glance.

A Signal Agent keeps a campaign fed. It periodically re-runs your ICP search, finds new people who match, and enrolls them automatically — so a campaign doesn't run dry once the first batch is worked. Sourcing runs through Sales Navigator, the same as manual prospecting.

It all lives in the Outbound workspace, organized into tabs:

• Overview — the pipeline funnel and the status of your automation.
• Prospect — describe an ICP and source leads.
• Campaigns — build and manage sequences.
• Analytics — connected / messaged / replied over time.
• Team — the reps × campaigns dashboard.
• Inbox — replies, AI drafts, and ratings.
• Approvals — AI messages waiting for your review.
• Knowledge — the facts the AI is allowed to use.
• Connections — connect and manage LinkedIn accounts.