Sales & CRM · Workflow template

LinkedIn job change → personalized outreach

Carly watches for job changes in your saved list and writes a relevant first touch within minutes.

LinkedIn Salesforce Gmail Outlook

The workflow at a glance

Trigger
Job change
Tool
Look up account
LLM
Draft outreach
Action
Send email

How this workflow works, step by step

  1. 1 Trigger Job change

    The workflow starts when LinkedIn signals "job change". Carly is listening continuously, so the run begins within seconds of the event.

  2. 2 Tool Look up account

    Carly pulls live data from Salesforce — "Look up account." Whatever's needed for the next step is fetched fresh, not cached.

  3. 3 LLM Draft outreach

    An LLM step does the thinking: draft outreach. Carly picks the right model for the job and you can swap models per step if you need to.

  4. 4 Action Send email

    Finally Carly takes action in Gmail or Outlook: send email. This is the thing that actually moves the world.

When to use this template

  • You want this work to happen consistently without anyone remembering to do it.
  • You're already using LinkedIn and Salesforce, and the manual version of this is eating real minutes a week.
  • You want a visible canvas you can audit and edit — not a black-box agent doing things you can't see.

When not to use it

  • This task only happens once or twice a month — the setup cost won't pay back.
  • The decision in the middle of the flow needs human judgment every single time, not just on edge cases.
  • Your stack doesn't include any of the apps above and you don't want to wire a generic HTTP step.

Build it in 10 minutes — copy this prompt

Paste this in an email to and Carly will build the workflow for you.

Hey Carly — please build me this workflow.

Name: LinkedIn job change → personalized outreach

What it should do:
Carly watches for job changes in your saved list and writes a relevant first touch within minutes.

Steps:
1. Trigger: Job change
2. Tool: Look up account
3. LLM: Draft outreach
4. Action: Send email

Tools to wire up: LinkedIn, Salesforce, Gmail, Outlook

Set it live once you've got it working. Thanks!

Apps you'll connect

Carly authenticates these for you over OAuth when she sets up the workflow.

LinkedIn
Salesforce
Gmail
Outlook

Questions teams ask before building this

How long does this workflow take to set up?

Most teams have "LinkedIn job change → personalized outreach" running in under 10 minutes. Copy the prompt on this page into an email to carly@usecarly.com and Carly wires the workflow together for you, including authenticating LinkedIn.

Can I edit this template after Carly builds it?

Yes. Every workflow lives on the Carly canvas where you can rename steps, change conditions, swap LLM models, add filters, and re-route branches. Templates are starting points, not locked recipes.

What if I use a different tool than the ones in this template?

Carly connects to 200+ tools, plus a generic HTTP node for any API that doesn't have a native integration. Tell Carly your stack when you send the prompt and she'll pick the right connectors.

Does this run automatically once it's built?

Yes. The trigger at the start of the workflow fires automatically — on a schedule, on an inbound email, on a webhook, on a calendar event, whatever this template specifies. Carly handles the listening; you only step in when a step is gated on you.

Ready to run LinkedIn job change → personalized outreach?

Carly will build it for you and you'll be up and running in 10 minutes.

Build it in Carly