CRMsBeta

Use LinkedIn safely from the Assistant.

Enrich profiles and publish updates. Use LinkedIn in scoped workflows while coverage expands. Every read and write runs through a governed connection — scoped to what you allow, approved where it matters, and fully audited.

Capabilities

What the Assistant can do with LinkedIn.

The top read and write actions, in plain language — each one a scoped action through a governed connection.

01
Read
Read from LinkedIn to answer questions with current, real context.
02
Act
Write back to LinkedIn — 5 scoped actions the Assistant can take, each requiring an approved connection.

Example workflows

Put LinkedIn to work.

Concrete ways teams use the Assistant with this tool — always inside the permission model.

001
Brief an account before a call
The Assistant handles this through a governed LinkedIn connection — scoped to your role and audit-logged.
002
Update an opportunity or contact from a conversation
The Assistant handles this through a governed LinkedIn connection — scoped to your role and audit-logged.
003
Create a follow-up task so nothing slips
The Assistant handles this through a governed LinkedIn connection — scoped to your role and audit-logged.

Controls

Connected, but never unguarded.

Connecting LinkedIn doesn't hand the Assistant the keys. Admins decide exactly what it can reach and do.

01
Permissions & scopes
Choose the exact read and write actions LinkedIn exposes to the Assistant — nothing is implicit.
02
Approval for sensitive writes
Require a human to sign off before the Assistant changes records, sends messages, or moves money.
03
Audit logging
Every action against LinkedIn is recorded — who, what, and when — for full accountability.

Connection detail preview

LinkedIn governance controls

Beta

Enabled actions

Read approved context
Run scoped actions
Review activity in audit logs

Credential status

Stored in Vault, decrypted only at run time

Approval policy

Sensitive writes can require human sign-off

Audit trail

Every read, write, actor, and timestamp is logged

Govern LinkedIn through Connections

Connect LinkedIn once, set its scopes and approvals, and the Assistant can use it across the company — every action audit-logged.

See the Assistant use LinkedIn safely.

Book a demo and we'll show the Assistant connected — and governed — on your own tools.