Build a Persona Enrich shortcut (waterfall) 🛠️
The flagship shortcut: enrich a person with a verified work email and mobile phone straight from their LinkedIn profile. Built as a workflow, published as a shortcut. This is the reference build every other shortcut follows.
It takes the person's LinkedIn URL off the page, scrapes the profile, runs a waterfall across multiple data providers to find the best-match work email and phone, verifies them, surfaces them in the panel, then optionally pushes to the endpoint.
What a waterfall is: a waterfall tries multiple data providers in order and returns the first or best hit, so you pay only for the provider that actually returns a result. Order providers best-first (highest hit-rate and lowest cost first). Verification runs so only good data reaches the rep.
Build steps:
1. Create a workflow. Name it like the shortcut, for example `LinkedIn to email plus number`. The main sheet is created automatically.
2. Set the input. One input: Person LinkedIn URL (type: url). This is what the extension ingests from the profile the rep is on.
3. Scrape the profile. Add a step that scrapes the LinkedIn URL to pull first name, last name, company, and domain, which is the context the waterfall needs.
4. Find the email. Add the Work Email Waterfall. Feed it the name, domain, and LinkedIn URL. Order providers best-first and turn on verification.
5. Find the phone. Add the phone waterfall, driven off the LinkedIn URL or enriched person. Validate the number.
6. Set the output node. Outputs are work email + phone number. These are the fields that show in the panel after a run.
7. Add an endpoint (optional). After the output node, keep going: for example look up the record in Salesforce, then create the contact if it doesn't exist or update it if it does. This runs after the result is shown, so reps aren't left waiting.
8. Test on 3 to 5 real profiles. Run just those rows first and confirm email and phone come back verified before publishing.
⚠️ Per-row provider calls cost credits, so never run wide untested.
Publishing: from the Floq or Data view, click Publish as a Shortcut (top-right). In the modal:
◆ Set Shortcut Name, Description, and optionally a header image
◆ Under Input Variables → Browser Extension Triggers, toggle Shortcut Trigger Enabled On LinkedIn.com and/or Sales Navigator
◆ For each enabled surface, use Select input field for LinkedIn URL and map it to Person LinkedIn URL
◆ Click Confirm and Publish. If the workflow has broken nodes you'll see a warning to fix them first
Pro tips:
◆ If speed matters to the team, use fewer data providers in each waterfall. Fewer providers means a faster run
◆ Best-first provider order is your main cost lever
◆ This shortcut needs no rep input, since the profile URL is auto-ingested. The rep just clicks Run