Agent Builder

Agent Builder lets you design a LinkedIn campaign as a set of steps and conditions, add the context that makes it sound like you, and hand it to your own AI assistant to run on a schedule. Your assistant does the work through Flow, at a human pace, and tells you what it did.

Beta. Agent Builder is new. The steps, conditions and integrations will keep growing, and we’d love to hear what you build with it.

What a campaign is

A campaign is a plan your assistant follows. It has five parts:

When it runs — on set days at set times, every few hours, or only when you ask.
Which lists — the leads it works through on every run.
Which accounts — the connected LinkedIn accounts it acts from.
Context — your tone of voice, who you’re after, what you offer, and how you handle replies.
Steps — the conditions to check and the actions to take, drawn as a tree.

Nothing runs inside Flow itself. When you’re happy with the campaign, you copy it as plain text and paste it into your AI assistant (Claude, ChatGPT, Grok or Cursor). Your assistant sets up the schedule, and on every run it works through every lead on the chosen lists and applies the steps to each one, using your Flow connection for everything it does on LinkedIn.

Conditions are judged fresh on every run, at the moment the run starts. Nothing waits: if a lead hasn’t been silent for long enough yet, the campaign simply leaves them for a later run.

Before you start

Connect an assistant. Your assistant needs to be connected to Flow before it can run anything. Press Connect an assistant at the top of the page, or follow Connect an AI assistant.
Have leads on a list. A campaign only acts on leads already on your lists. Finding people and adding them to a list happens in Search.

Open Agent Builder from the left sidebar. It has two tabs: Campaign Templates, where your saved campaigns and Flow’s templates live, and Build a Campaign, the builder itself.

The Campaign Templates tab in Agent Builder, showing five templates by Flow AI, each with its schedule and number of steps — Agent Builder opens on the Campaign Templates tab. Connect an assistant is in the top-right corner; Flow’s templates are below, and your own campaigns appear above them once you save one.

Start from a template

The quickest way in is a template. Flow ships five, each a complete campaign you can open and make your own:

Send first message to connections — every connection you haven’t spoken to gets one ice-breaker: a specific compliment and one easy question. Nobody is messaged twice.
Follow up after 1 week — a week of silence gets one follow-up that adds something, never a nudge. Replies get drafted for you to review.
Follow up after 1 month — one last useful message to anyone silent for a month. Still nothing after that, and they’re marked Lost.
Add new connections to your CRM — anyone who accepted since yesterday is created in HubSpot with their headline and company.
Enrich leads and add to email sequencer — leads who haven’t connected on LinkedIn get a work email from Apollo and are added to an Instantly campaign instead.

Click a template to open it in the builder. Every card shows when the campaign runs and how many steps it has. The number next to the download icon is how many times that template has been opened.

The builder

The builder has three parts. At the top, the campaign’s name, its goal, and a row of settings: when it runs, which lists, which accounts, and the context it carries. Below that is the canvas, where the steps are drawn as a tree. On the right is the list of actions you can add. Save campaign, in the top-right corner, keeps your work in Flow so you can come back to it.

The Build a Campaign tab with the Send first message to connections template open: settings at the top, the sequence drawn as a tree on the canvas, and the action list on the right — Agent Builder → Build a Campaign, with a template open. Save campaign keeps it in Flow. Drag the canvas to move around it, and use the zoom controls in the bottom-left corner.

Give the campaign a name and, in the line underneath, say what a good outcome looks like in one or two sentences. Your assistant reads this as the goal, so write it the way you’d brief a colleague.

Set when it runs

The first button in the settings row is the schedule. It’s the trigger: every time it fires, your assistant works through the lists once. There are three options:

On set days — pick the days of the week and one or more times. Every day and Weekdays only are one click away.
Every… — a rolling interval, such as every 6 hours.
When I ask — no schedule. Your assistant runs the campaign only when you tell it to.

The schedule menu open in Agent Builder, with On set days selected, every day of the week picked and a 06:00 run time — The schedule menu says the choice back in plain words at the bottom, so you can check it before you copy.

The schedule also decides what you copy at the end. A campaign on a schedule is copied as a scheduled task; one set to When I ask is copied as a skill your assistant runs on request.

Choose lists and accounts

The next two buttons set the scope. All lists runs the campaign on every list you have; tick individual lists to narrow it down. All accounts acts from every connected LinkedIn account in your team; tick specific people to limit it to their accounts. The Sequence start card on the canvas updates as you change these, so you can always see who a run covers.

A campaign never adds people to a list. It only works with the leads already there, so build the list first and let the campaign take it from there.

Attach context

Context is what your assistant reads before it acts on anyone: how you write, who’s worth a message, what you offer, and how you handle replies. Press Attach to add it. Flow provides four context templates to start from:

Tone of voice — how you write on LinkedIn: short, curious, human, and never a pitch.
Ideal customer profile — who’s a fit, who isn’t, and who to work first.
Offer and qualifying question — what you help with, the question that opens every conversation, and what never goes in a message.
Handling replies and follow-ups — the reply paths, positioning a call, and following up without being annoying.

The Attach menu open in Agent Builder, listing the four context templates by Flow AI, a Your skills section, and a New skill button — Attach opens a list of Flow’s context templates and your own skills. Tick one to attach it, or press the eye icon next to it to read it first.

The templates are starting points with gaps to fill. Anything shown as {{like this}} is a placeholder for your own details. Open a template, press Edit a copy, fill in the gaps and save it. It then appears under Your skills, ready to attach to any campaign.

You can also write your own from scratch with New skill. The editor gives you a shape that assistants read well: what the skill is for, what to do, what never to do, an example, and how to check its own work. Keep each skill to one job, and be concrete: “two sentences a paragraph” works better than “keep it brief”.

Attached context travels with the campaign. When you copy it, the full text of every attached skill is included, so one paste carries the campaign and everything it depends on.

Build the steps

Steps are what your assistant does to each lead, in order. Add one by pressing Add a step on the canvas, by clicking an action in the list on the right, or by dragging an action onto any Sequence end.

An empty campaign in Agent Builder with the Add a step picker open under Sequence start, listing conditions and actions — Add a step always sits where the next step will go. Pressing it opens a searchable picker of conditions, actions and integrations.

There are three kinds of step:

Conditions split the sequence in two. If replied, If no reply for N days, If not yet messaged, If connected in the last N days and If connected each give you a yes lane and a no lane, and you build each lane separately. Where a condition counts days, the number is editable on the card.
Actions are things done on LinkedIn: Send message, View profile, React to a post, Send connection request, Withdraw invitation, and a Custom action you describe in your own words. Comment on a post is on the way.
Integrations send the lead somewhere else: Add to HubSpot, Add to Salesforce, Enrich with Apollo, Add to Instantly, or a Custom integration. These run through your assistant’s own connection to that tool, so you need that connection set up in your assistant as well as Flow.

Most steps have a short note underneath. For a message or a connection request, the note is the template your assistant sends, and it can carry {{first_name}}, {{last_name}}, {{company}} and {{title}}, which are filled in from the lead’s profile. You can also leave a gap in your own words, such as {{specific compliment}}, and your assistant writes that part itself using the attached context. For other steps, the note is guidance: what to look for on a profile, or which post to react to.

Hover over a step to move it up or down or remove it. A condition always stays at the end of its lane, because the lanes continue from it.

Copy it into your assistant

When the campaign reads right, press Copy scheduled task in the top-right corner of the canvas (it says Copy skill if the schedule is set to When I ask).

The Agent Builder canvas with an arrow pointing to the Copy scheduled task button in its top-right corner — Copy scheduled task turns the whole campaign into text your assistant can act on.

A window shows the campaign written out in full: the setup your assistant needs, when it runs, the lists and accounts, the goal, every step with the Flow tool it uses, the rules it must follow, and the full text of any attached skills. Read it through. Your assistant will follow it exactly as written, so change anything you want to say differently before you copy.

The Your scheduled task window in Agent Builder: a reminder to review the text, the campaign written out in full, and a Copy task button — Review the text, then press Copy task.

Press Copy task, open your assistant, and paste it in. The text starts with a request your assistant understands: create a scheduled task that runs this campaign on the schedule it sets out. The assistant creates the schedule, creates any attached skills it doesn’t already have, and from then on runs the campaign for you. Any step that needs HubSpot, Salesforce, Apollo or Instantly makes it stop and ask you to connect that tool first, rather than guessing.

Where to paste depends on your assistant. See Connect an AI assistant for where scheduled tasks live in Claude and ChatGPT.

Save your campaign

Press Save campaign to keep it in Flow. Saved campaigns appear under Your campaigns on the Campaign Templates tab, above Flow’s templates. Open one to pick up where you left off, or hover over its card to copy it or delete it. Saving is separate from copying: saving keeps the plan in Flow, copying hands it to your assistant. If you change a saved campaign later, copy it into your assistant again so it runs the new version.

A campaign needs a name and at least one step before it can be saved. Saved campaigns are yours; teammates build and save their own.

Keeping it safe and human

Everything your assistant does on LinkedIn goes through Flow, so the same protections apply as when you use Flow yourself. The copied text tells the assistant to check your remaining daily invite allowance before sending connection requests and never go over it, to read the whole conversation before writing a reply, to write like a person, and to report back on what it did, to whom, and why.

A few habits keep campaigns tidy:

Start with a condition such as If not yet messaged so nobody hears from you twice.
Attach your tone of voice to every campaign that sends a message, so it sounds like you.
Keep lists focused. A campaign works through every lead on its lists on every run, so a small, well-chosen list beats a huge one.
For replies, ask your assistant to draft and show you rather than send, as the Follow up after 1 week template does. You stay in control of the conversations that matter.

Connect an AI assistant — connect Claude, ChatGPT, Grok or Cursor to Flow.
MCP — the connection your assistant uses, and the tools it can call.
Run outreach (autopilot) — Flow’s built-in campaigns, which run inside Flow without an assistant.
The outreach playbook — the method behind the templates and the context skills.