Daily workflow: queues, approvals, replies, and outcomes

You do not need to monitor every internal step. Focus on exceptions, approvals, replies, and changes to your sales process.

Before the scheduled run

Check notifications for replies, approval requests, calls, failed runs, or outdated ideal customer profile (ICP) scores.
Review Home → Next run for unexpected queue sizes.
Approve, edit, regenerate, or reject pending LinkedIn messages under Messages.
Make sure you will not use LinkedIn manually during the scheduled working window.

Open Activity and confirm that the run succeeded or understand why it stopped.
Review new replies first. A reply stops automated follow-ups on both channels.
Contact prospects in To Call when a phone number is available and the automated sequence is complete.
Set outcomes such as Meeting, Offer Sent, or Closed Deal as your sales process advances.
Check the credit balance before starting new searches or enrichment work.

Change	What to do next
ICP criteria	Save, then rescore existing contacts when prompted.
ICP weights only	Recompute existing scores; this does not require AI credits.
Schedule or limits	Save the seat and recheck Home → Next run.
Messaging rules	Review newly generated drafts before increasing automation.
Blacklist	Save carefully; matching live prospects stop immediately.
Seat owner	Confirm that the new owner can manage that seat’s accounts and settings.

If a queue is unexpectedly empty, start with Activity and troubleshooting before changing limits or lowering your ICP threshold.