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OverviewCreate a shortcutRun a shortcutUpdate and manageFAQs

Create a shortcut

Every shortcut starts as a normal workflow. Build the workflow, publish it, and your team can run it.

Step 1: Build the workflow

Build it the way you build any workflow (see Building workflows for the full walkthrough):

  1. Create the workflow and give it a name you will recognise later.
  2. Configure the inputs, one for everything a run needs, for example a LinkedIn URL or a job function. These are the fields people fill in when they run the shortcut.
  3. Add your steps in one straight line, start to finish. A shortcut takes one set of inputs and returns one set of outputs, so it runs the same way every time.
  4. Test it on a few rows in the workflow's Data table, so you know the results are right before anyone else runs it.

You pick which results the shortcut returns in the next step, and the Output step that returns them is added for you.

Step 2: Open the publish drawer

Open the workflow and click Publish Shortcut, in the buttons at the top right.

Publishing a shortcut: extension triggers and inputs configured, output fields picked from the workflow's steps, and the toast confirming the publish

The drawer has four sections:

  • Details. Name, description, icon emoji, header image. This is what your team sees on the shortcut's card, so describe what it does for them.
  • Browser Extension Triggers. Turn the shortcut on for LinkedIn.com, Sales Navigator, or both, and pick which input the page fills in automatically (Select input field for LinkedIn URL). This is what makes a run one click on LinkedIn.
  • Inputs. One row per input you configured. Give each a Type (Text, Email, URL and so on), a Required switch and a Default. Types are hints for now, values travel as text. What Required does depends on where the run comes from: run forms will not submit without a value, a workflow call missing one is refused before it starts, and API rows fall back to the default, then to empty.
  • Outputs. Pick the fields a run returns, from any step in the workflow. Rename them for the reader, or combine several values into one custom field.

If anything is still missing, the drawer lists it all in one go, so you can fix it in one pass.

Step 3: Publish

Click Publish Shortcut at the bottom of the drawer. A toast confirms the shortcut is published, and it appears on the Shortcuts page and in the extension, wherever you turned it on.

Next, run it. When you need to change it later, see Update and manage.

Two things to know

  • A shortcut's workflow stays one straight path. Once published, the builder keeps split paths and conditional branches off that canvas: "This workflow backs a shortcut. Split paths and conditional branches are not allowed."
  • Publishing is permanent. There is no unpublish or delete: from the first publish on, this workflow backs its shortcut. Archiving stops people running it, and the workflow stays attached. If you want a plain workflow again, duplicate it; the copy has no shortcut.