Step 2: Connect Google Sheets

Define your sheet ID and connect the Google Sheets nodes that retrieve and update contact rows.

1. Open Configure Sheet Settings and set googlesheetid to <input your google sheet ID here>.
2. In Retrieve Contact Rows, set Document to ={{ $json.googlesheetid }} and Sheet Name to contacts.
3. Credential Required: Connect your googleSheetsOAuth2Api credentials in Retrieve Contact Rows.
4. In Mark Invitation Sent, set Operation to update, Sheet Name to contacts, and Document to ={{ $('Configure Sheet Settings').item.json.googlesheetid }}.
5. Credential Required: Connect your googleSheetsOAuth2Api credentials in Mark Invitation Sent.
6. In Update Contact Status, set Operation to update, Sheet Name to contacts, and Document to ={{ $('Configure Sheet Settings').item.json.googlesheetid }}.
7. Credential Required: Connect your googleSheetsOAuth2Api credentials in Update Contact Status.

Step 3: Set Up Filtering and Batching Logic

Filter out contacts who already received invites, limit daily volume, and iterate through records.

1. In Filter Pending Invitations, keep the condition that checks invitation with ={{ $json.invitation }} and compares to ={{ $('Configure Sheet Settings').item.json.employee }}.
2. In Restrict Item Count, set Max Items to 5 to cap outreach per run.
3. Use Iterate Records to split contacts into batches for sequential processing.

Step 4: Configure Connection Checks and Invite Dispatch

Check current LinkedIn connection status, branch logic, and send invites when appropriate.

1. In Check Connection Status, set LinkedIn URL to ={{ $('Retrieve Contact Rows').item.json.url }}.
2. Credential Required: Connect your browserflowApi credentials in Check Connection Status.
3. In Connection Branch Check, keep the two false checks: ={{ $json.is_connection }} and ={{ $json.is_pending }}.
4. In Compose Invite Message, set message to =Dear {{ $('Retrieve Contact Rows').item.json.firstname }}, We're building a framework to help revenue teams drive efficient outbound strategies. This automation is part of the solution. Happy to connect and get your feedback! The Outreach Team..
5. In Dispatch Connection Invite, set Operation to sendConnectionInvite, Add Message to true, Message to ={{ $json.message }}, and LinkedIn URL to ={{ $('Retrieve Contact Rows').item.json.url }}.
6. Credential Required: Connect your browserflowApi credentials in Dispatch Connection Invite.

Step 5: Configure Status Updates and Timing Controls

Update invite status in your sheet and apply a delay between outreach attempts.

1. In Mark Invitation Sent, ensure invitation is set to Y and row_number to ={{ $('Retrieve Contact Rows').item.json.row_number }}.
2. In Update Contact Status, set invitation to ={{ $('Check Connection Status').item.json.is_pending ? "pending" : "connected" }} and row_number to ={{ $('Retrieve Contact Rows').item.json.row_number }}.
3. In Delay Before Next, set Amount to 60 to pause one minute between batches.
4. Ensure Skip Connected Or Pending routes to Update Contact Status for contacts that are already connected or pending.

Step 6: Test and Activate Your Workflow

Run a manual test to verify that invites are sent and statuses update correctly.

1. Click Execute Workflow and start from Manual Execution Start.
2. Confirm Retrieve Contact Rows loads rows from contacts and Filter Pending Invitations returns only eligible contacts.
3. Verify Dispatch Connection Invite sends an invite and Mark Invitation Sent writes Y to the invitation column.
4. Check that Delay Before Next pauses execution for 60 seconds before the next batch.
5. When satisfied, switch the workflow to Active so it is ready for production runs.