Quickstart

Building your first automation

In this guide, you'll learn how to build your first lead follow-up workflow automation.

You'll create an automation that:

• Captures new leads from contact forms and automatically starts the qualification process

• Research prospects on LinkedIn using their name and company to find their complete professional profile and recent activity

• Enriches with company intelligence by analyzing their company website, recent news, and industry information using web scraping

• Updates your CRM automatically on HubSpot with detailed prospect notes and lead scoring

• Generates personalized follow-up emails using AI that references their LinkedIn activity, company challenges, and industry trends

• Sends an email with professional formatting and your signature through Gmail.

• Sets follow-up reminders in your calendar and CRM to ensure consistent lead nurturing

Step 1: Planning your automation

Describe your process and tell Cody what you want to automate

"I want to automate my lead follow-up process. When someone fills out my contact form, I want to automatically research them and send a personalized email through my Gmail."

Cody researches what's possible

Cody will:

• Check if there are existing templates that match your needs (15+ proven templates available)

• Explore the 2000+ app integrations available through the platform

• Verify all the connections and data sources needed

Review the automation plan

Cody presents a plan:

1. LinkedIn research: Find their profile from name + company

2. CRM integration: Save contact + research notes

3. Email generation: Create personalized outreach

4. Follow-up reminder: Set a calendar reminder for 3 days

Once you approve, Cody starts building.

Step 2: Incremental building

LinkedIn Research

What Cody builds:

• Takes name and company from form submission

• Finds their LinkedIn profile

• Extracts job title, company info, and recent posts

Cody tests with a sample Input:

Input: "John Smith from Acme Corp"

Results:
✅ Found LinkedIn Profile: John Smith, VP of Sales at Acme Corp
✅ Company: Acme Corp (500+ employees, Software)  
✅ Recent activity: Posted about Q4 sales goals
✅ Confidence: 95% match

CRM Integration

What Cody adds:

• Creates a new contact record

• Adds research notes automatically

• Tags them as "Website Lead - Researched"

Cody Testing results:

✅ Created CRM Contact: John Smith
✅ Added Company: Acme Corp
✅ Added Notes: "VP of Sales, 500+ employee software company, recently posted about Q4 sales goals"
✅ Tagged as: Website Lead - Researched

Personalized email

What Cody adds:

• AI email generation using research data

• Matches your communication style

• Includes relevant talking points

Sample output:

Subject: Helping Acme Corp hit those Q4 sales goals

Hi John,

I saw your recent LinkedIn post about Q4 sales goals at Acme Corp — it sounds like you're driving some ambitious targets for your team.

As a VP of Sales at a growing software company, you're probably facing the challenge of scaling your sales processes while maintaining quality.

I help companies like Acme Corp streamline their lead qualification and follow-up workflows so sales teams can focus on closing deals instead of manual research.

Would you be open to a brief 15-minute call this week to discuss how we might help Acme Corp hit those Q4 targets?

Best regards,
[Your name]

Follow-up reminder

What Cody adds:

• Set a calendar reminder for 3 days

• Includes contact info and research notes

• Creates a task in your CRM

Step 3: Final testing

Cody runs the complete workflow end-to-end to ensure everything works together seamlessly.

Cody asks for final confirmation:

The complete automation worked perfectly with Sarah's real data. The LinkedIn research found the right person, saved everything to your CRM with detailed notes, sent a personalized email mentioning her operational focus, and set your 3-day follow-up reminder. Are you completely satisfied with how this automation works?

1. Yes, it's exactly what I wanted.                
2. I'd like to adjust something first

Step 4: Congratulations, Your Automation is Ready

Once you've confirmed that you're happy with the output, Cody will provide you with your automation URL:

https://codewords.agemo.ai/run/lead-qualifier-automation-abc123

And Cody provides you with a summary of the automation that you have built.

Step 5: Troubleshooting

LinkedIn profiles not found

• Check that the contact form captures both name and company

• Verify integration permissions

• Try manual search to confirm profile exists

CRM integration issues

• Confirm API credentials are current

• Check field mapping in your CRM settings

• Test with a simple contact creation first

Email generation problems

• Review your communication style examples

• Adjust the tone settings in email preferences

• Test with different contact data

Summary

You've built a complete lead management automation that:

• Research prospects automatically

• Updates your CRM with enriched data

• Sends personalized follow-up emails

• Sets reminders for future outreach