fraim-framework 2.0.67 → 2.0.68

package/dist/registry/workflows/customer-development/linkedin-outreach.md

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-# LinkedIn Outreach Workflow
-
-## INTENT
-To help founders and executives generate personalized LinkedIn outreach messages by researching profiles, identifying connection paths, finding conversation hooks, and combining them with the user's outreach intent.
-
-## PRINCIPLES
-- **Research First**: Thoroughly research each profile before generating messages
-- **Personalization**: Generate highly personalized messages based on profile research
-- **User Intent**: Understand and incorporate the user's specific outreach goal
-- **Connection Paths**: Identify direct connections or mutual connections who can help
-- **Rate Limiting**: Respect LinkedIn's terms of service with appropriate delays
-
-## WORKFLOW TRIGGER
-**User explicitly requests LinkedIn outreach help**:
-- "Generate LinkedIn messages for these profiles: [list of LinkedIn profile URLs]"
-- "Help me craft outreach messages for these people: [URLs]"
-- "Following the LinkedIn outreach workflow with these profiles: [URLs]"
-
-## INPUT REQUIREMENTS
-**User provides**:
-- List of LinkedIn profile URLs (one per line or comma-separated)
-- User's outreach intent (will be asked if not provided)
-
-**Example input**:
-```
-Profiles:
-https://linkedin.com/in/sarah-chen
-https://linkedin.com/in/michael-rodriguez
-https://linkedin.com/in/jane-smith
-
-Intent: I want to reach out to potential customers for our dev tools product
-```
-
-## AI AGENT PROCESS (Cursor)
-
-**CRITICAL**: Use Playwright MCP tools to interact with LinkedIn. Do NOT write hard-coded scripts with specific selectors. Use your intelligence to analyze what's on screen and interact accordingly.
-
-### Step 1: Parse Input
-**Cursor reads user input**:
-1. Extract LinkedIn profile URLs from user message
-2. Extract user's outreach intent (if provided)
-3. If intent not provided, ask user: "What is your goal in reaching out to these people? (e.g., 'Find potential customers', 'Build partnerships', 'Hire talent')"
-4. Validate that at least one profile URL is provided
-
-### Step 2: Browser Setup & Session Management
-**Use Playwright MCP to launch browser with session persistence**:
-1. **Navigate to LinkedIn**: Use `browser_navigate` to open LinkedIn (the browser extension maintains session state automatically)
-2. **Take snapshot**: Use `browser_snapshot` to see current state and verify if logged in
-3. **Check login status from snapshot**:
-   - If you see "Sign in" button → Not logged in
-   - If you see navigation menu with profile/notifications → Logged in
-   - If you see "Message" button on profiles → Logged in
-
-**Note**: The browser extension automatically maintains cookies and session state between sessions, so if the user logged in previously, they should remain logged in. No manual cookie management needed.
-
-### Step 3: LinkedIn Navigation & Authentication
-**Cursor navigates to LinkedIn**:
-1. Navigate to LinkedIn using `browser_navigate`
-2. Take a snapshot with `browser_snapshot` to see current state
-3. **Check login status**:
-   - Look for "Sign in" button → Not logged in
-   - Look for navigation menu with profile icon → Logged in
-   - Look for "Message" button on profiles → Logged in
-4. **If not logged in**:
-   - Navigate to login page using `browser_navigate`
-   - Inform user: "Please log in to LinkedIn in the browser window"
-   - Wait for user to manually log in
-   - Use `browser_wait_for` with text like "Home" or "Feed" to detect login success
-   - Take snapshot to verify login
-   - **Session is automatically saved** by the browser extension
-5. **If already logged in**: Proceed directly to profile research
-
-**CRITICAL**: 
-- Cursor does NOT automate login. User must log in manually to comply with LinkedIn ToS.
-- **The browser extension automatically maintains session state** - cookies are persisted between sessions
-- User only needs to log in once, and subsequent workflow runs will use the saved session
-
-### Step 4: Research Each Profile
-
-{{include:orchestration/parallelization-guidance.md}}
-
-**For each profile URL, Cursor performs research using intelligent browser interaction**:
-
-#### 4a. Navigate to Profile
-1. Use `browser_navigate` to go to the profile URL
-2. Use `browser_wait_for` to wait for page to load
-3. Take a snapshot with `browser_snapshot` to see the profile page
-4. Analyze what's visible on screen
-
-#### 4b. Check Connection Status
-**Determine if direct connection or find mutual connections**:
-1. **Look at the snapshot** to identify connection status:
-   - If you see a "Message" button → Already connected
-   - If you see a "Connect" button → Not connected
-   - If you see text like "X mutual connections" → Has mutual connections
-2. **If mutual connections exist**:
-   - Click on the mutual connections indicator/text
-   - Wait for modal/dialog to appear (use `browser_wait_for`)
-   - Take snapshot to see mutual connection names
-   - Extract the names from the snapshot
-   - Close the modal (click X, press Escape, or click outside)
-3. **Store connection info**:
-   - Direct connection: "You are already connected"
-   - Mutual connections: "You have X mutual connection(s): [names]"
-   - No connection: "No direct or mutual connections found"
-
-#### 4c. Find Person's Interests and Hooks
-**Research what would be good conversation starters by analyzing the profile**:
-
-1. **Extract Basic Profile Info**:
-   - Look at the snapshot for the person's name (usually large heading at top)
-   - Find their headline/title (usually below name)
-   - Note their location if visible
-
-2. **Scroll Through Profile**:
-   - Use `browser_evaluate` to scroll down the page
-   - Take multiple snapshots as you scroll to see different sections
-   - Look for: About section, Experience, Education, Skills, Activity/Posts
-
-3. **Find Recent Activity/Posts**:
-   - Scroll to find their activity feed or recent posts
-   - Look for posts they've made (usually in a feed section)
-   - Extract the text/content of 2-3 most recent posts
-   - Note topics they're discussing
-
-4. **Extract Skills and Expertise**:
-   - Find the Skills section on their profile
-   - Extract skill names (usually listed items)
-   - Note top 5-10 skills
-
-5. **Extract Experience Highlights**:
-   - Find the Experience section
-   - Note current and previous roles
-   - Extract company names and role titles
-
-6. **Identify Hooks** (conversation starters):
-   - **Recent posts**: "Recent post about: [topic]"
-   - **Shared interests**: "Expertise in: [skills]"
-   - **Current role**: "Current role: [headline]"
-   - **Location**: "Based in: [location]"
-   - **Experience**: "Background: [notable roles/companies]"
-
-**IMPORTANT**: Use snapshots to see what's actually on screen. Don't assume specific CSS selectors exist. Analyze the visual layout and extract information accordingly.
-
-#### 4d. Store Research Results
-**For each profile, compile**:
-- Profile URL
-- Name
-- Headline/Title
-- Connection info (direct/mutual/none)
-- Hooks found (array of conversation starters)
-- Recent posts (if found)
-- Skills (if found)
-- Experience highlights (if found)
-
-### Step 5: Get User's Outreach Intent
-**If not already provided, ask user**:
-```
-I've researched [X] profile(s). Now I need to understand your outreach goal.
-
-What is your intent in reaching out to these people?
-Examples:
-- "I want to find potential customers for our dev tools product"
-- "I'm looking to build partnerships with companies in this space"
-- "I'm hiring and want to reach out to potential candidates"
-- "I want to learn from their experience in [topic]"
-
-Your intent:
-```
-
-Wait for user to provide their intent.
-
-### Step 6: Generate Personalized Messages
-
-{{include:orchestration/parallelization-guidance.md}}
-
-**For each profile, combine research + user intent to create message**:
-
-Use your AI capabilities to generate a message with this prompt:
-
-```
-Generate a short, personalized LinkedIn connection request message (under 300 characters).
-
-Profile Research:
-- Name: [name]
-- Headline: [headline]
-- Connection: [connection info]
-- Hooks: [list of hooks found]
-
-User's Outreach Intent: [user intent]
-
-Requirements:
-1. Start with a personalized hook based on their profile (recent post, shared interest, mutual connection, etc.)
-2. Clearly state the user's intent
-3. Keep it under 300 characters
-4. Be genuine and not salesy
-5. If mutual connections exist, mention them naturally
-6. End with a clear call to action
-
-Message:
-```
-
-Generate one message per profile.
-
-### Step 7: Generate Introduction Messages for Mutual Connections
-**If mutual connections exist, generate messages to ask for introductions**:
-
-For each mutual connection, generate a message asking them to introduce you:
-
-```
-Generate a brief message (under 200 characters) asking [mutual connection name] to introduce you to [target name].
-
-Context:
-- You're reaching out to [target name] because: [user intent]
-- Your connection: [mutual connection name]
-- Why this introduction makes sense: [shared context, if any]
-
-Message should be:
-- Short and respectful
-- Clear about what you're asking
-- Explain why the introduction is valuable
-- Not pushy or demanding
-
-Message:
-```
-
-### Step 8: Save Research to File
-**Create a comprehensive research document**:
-
-Save all research to a markdown file: `docs/linkedin-outreach/[date]-[profile-name]-research.md`
-
-**File Structure**:
-```markdown
-# LinkedIn Outreach Research - [Date]
-
-## Target Profile: [Name]
-
-### Profile Information
-- **Name:** [name]
-- **Headline:** [headline]
-- **Location:** [location]
-- **Profile URL:** [URL]
-- **Connection Status:** [direct/mutual/none]
-
-### Connection Information
-- **Type:** [direct connection / mutual connections / no connection]
-- **Mutual Connections:** 
-  - [List all mutual connection names]
-  - [For each, note their relationship/context if available]
-
-### Research Findings
-
-#### Hooks Identified
-1. [Hook 1 - e.g., Recent post about...]
-2. [Hook 2 - e.g., Expertise in...]
-3. [Hook 3 - e.g., Current role...]
-
-#### Recent Activity
-- [Post 1 summary]
-- [Post 2 summary]
-- [Post 3 summary]
-
-#### Skills & Expertise
-- [Skill 1]
-- [Skill 2]
-- [Skill 3]
-...
-
-#### Experience Highlights
-- [Notable role/company 1]
-- [Notable role/company 2]
-...
-
-### Generated Messages
-
-#### Direct Connection Request Message
-**Length:** [X]/300 characters
-
-"[Generated message]"
-
-#### Introduction Request Messages (for Mutual Connections)
-
-**To [Mutual Connection 1 Name]:**
-"[Generated introduction request message]"
-
-**To [Mutual Connection 2 Name]:**
-"[Generated introduction request message]"
-
-...
-
-### Outreach Intent
-[User's stated intent]
-
-### Next Steps
-- [ ] Review and refine messages
-- [ ] Decide: Direct connection or ask for introduction?
-- [ ] Send connection request or introduction request
-- [ ] Follow up if no response after 1 week
-```
-
-### Step 9: Display Results & Offer Actions
-**Display all generated messages and offer to populate/send**:
-
-```
-✅ LinkedIn Outreach Research Complete
-
-📊 Profile: [Name] - [Headline]
-🔗 Profile URL: [URL]
-🤝 Connection: [connection info]
-
-🎣 Hooks Found:
-1. [Hook 1]
-2. [Hook 2]
-3. [Hook 3]
-
-💬 Generated Connection Request Message ([X]/300 characters):
-"[Message]"
-
-🤝 Mutual Connections Available:
-- [Name 1] - [Their role/context]
-- [Name 2] - [Their role/context]
-...
-
-💌 Introduction Request Messages:
-
-To [Mutual Connection 1]:
-"[Introduction message]"
-
-To [Mutual Connection 2]:
-"[Introduction message]"
-
-📄 Research saved to: docs/linkedin-outreach/[filename].md
-
----
-
-🎯 What would you like to do next?
-
-1. **Populate message in LinkedIn** - I'll fill in the connection request form for you to review and send
-2. **Send connection request** - I'll send it on your behalf (requires confirmation)
-3. **Ask for introduction** - I'll help you message a mutual connection to request an introduction
-4. **Refine message** - Tell me what to change and I'll update it
-5. **Review research file** - Check the saved research document first
-
-Your choice:
-```
-
-**CRITICAL**: Always ask for user confirmation before sending any messages. Never send automatically without explicit user approval.
-
-### Step 10: Execute User's Choice
-
-#### Option 1: Populate Message in LinkedIn
-1. Navigate to the profile using `browser_navigate`
-2. Click "Connect" or "More actions" → "Connect"
-3. Click "Add a note"
-4. **CRITICAL - Properly type message into LinkedIn's message box:**
-   
-   **LinkedIn uses a contenteditable div for message input, not a regular textarea. The text must be properly inserted to activate the send button. Follow these steps:**
-   
-   a. **First, click/focus the message input box** using `browser_click` on the message input element
-   
-   b. **Clear any existing placeholder text** by:
-      - Using `browser_evaluate` to select all text (Ctrl+A / Cmd+A)
-      - Or using `browser_press_key` with "Control+a" (Windows) or "Meta+a" (Mac) to select all
-      - Then `browser_press_key` with "Backspace" or "Delete" to clear
-   
-   c. **Type the message using `browser_type`** with the `slowly: true` parameter:
-      ```
-      Use browser_type with:
-      - element: "LinkedIn message input box"
-      - ref: [the CSS selector or ref from snapshot]
-      - text: [the generated message]
-      - slowly: true  (IMPORTANT: This types character-by-character, which properly triggers LinkedIn's input detection)
-      ```
-   
-   d. **After typing, verify the text is visible** by taking a snapshot and checking that:
-      - The message text appears in the input box (not as placeholder)
-      - The text has actual styling (not placeholder gray text)
-      - The send button becomes enabled/active
-   
-   e. **If send button is still disabled**, try:
-      - Clicking the message box again to ensure focus
-      - Using `browser_evaluate` to trigger input events manually:
-        ```javascript
-        const messageBox = document.querySelector('.msg-form__contenteditable');
-        if (messageBox) {
-          messageBox.dispatchEvent(new InputEvent('input', { bubbles: true }));
-          messageBox.dispatchEvent(new Event('change', { bubbles: true }));
-        }
-        ```
-      - Wait 1-2 seconds for LinkedIn to process the input
-      - Check snapshot again to verify send button is enabled
-   
-   **Common mistakes to avoid:**
-   - ❌ Don't just set textContent/innerHTML - LinkedIn won't detect it
-   - ❌ Don't type too fast - use `slowly: true` to type character-by-character
-   - ❌ Don't skip clearing placeholder - old placeholder can blend with new text
-   - ❌ Don't forget to focus the input first - typing without focus won't work
-   
-5. **DO NOT click "Send"** - leave it for user to review and send
-6. Inform user: "Message populated in LinkedIn. Please review and click 'Send invitation' when ready."
-
-#### Option 2: Send Connection Request (with confirmation)
-1. Ask user: "Are you sure you want me to send this connection request now?"
-2. If confirmed:
-   - Navigate to profile
-   - Click "Connect" → "Add a note"
-   - **Fill in message using the same detailed process from Option 1** (clear placeholder, type slowly, verify send button activates)
-   - **Wait for send button to be enabled** - take snapshot to verify it's clickable
-   - Click "Send invitation" only after confirming the button is enabled
-   - Confirm: "✅ Connection request sent to [Name]"
-3. If not confirmed, proceed with Option 1 (populate only)
-
-#### Option 3: Ask for Introduction via Mutual Connection
-1. Ask user: "Which mutual connection would you like me to message for an introduction?"
-2. Navigate to that mutual connection's profile
-3. Click "Message"
-4. **Fill in the introduction request message using the same detailed process:**
-   - Click/focus the message input box
-   - Clear any placeholder text (select all + delete)
-   - Type message using `browser_type` with `slowly: true`
-   - Verify text is visible and send button is enabled
-   - If send button not enabled, follow troubleshooting steps from Option 1
-5. **DO NOT send automatically** - show message to user for review
-6. Ask: "Ready to send this introduction request? (Yes/No)"
-7. If yes, send (only after verifying send button is enabled); if no, allow editing
-
-#### Option 4: Refine Message
-1. Ask user: "What would you like to change about the message?"
-2. Generate new version based on feedback
-3. Update the research file
-4. Offer to populate in LinkedIn again
-
-#### Option 5: Review Research File
-1. Open the saved markdown file
-2. Display key sections
-3. Ask if user wants to proceed with any actions
-
-## OUTPUT TEMPLATE
-
-### Research File Template
-**File Location:** `docs/linkedin-outreach/[YYYY-MM-DD]-[profile-name-slug]-research.md`
-
-**Example filename:** `docs/linkedin-outreach/2025-01-15-dharmesh-shah-research.md`
-
-### Workflow Execution Summary
-**Display in Cursor chat**:
-```
-✅ LinkedIn Outreach Research Complete
-
-📊 Profile: 
-🔗 Profile URL: 
-🤝 Connection: 
-
-🎣 Hooks Found:
-
-💬 Generated Connection Request Message (298/300 characters):
-
-🤝 Mutual Connections Available:
-
-💌 Introduction Request Messages:
-
-📄 Research saved to: 
-
----
-
-🎯 What would you like to do next?
-
-1. Populate message in LinkedIn - I'll fill in the connection request form for you to review and send
-2. Send connection request - I'll send it on your behalf (requires confirmation)
-3. Ask for introduction - I'll help you message a mutual connection to request an introduction
-4. Refine message - Tell me what to change and I'll update it
-5. Review research file - Check the saved research document first
-
-Your choice:
-```
-
-## EXAMPLES
-
-### Good: Complete Workflow Execution
-```
-User: "Generate LinkedIn messages for these profiles:
-https://linkedin.com/in/sarah-chen
-https://linkedin.com/in/michael-rodriguez
-
-My intent: I want to find potential customers for our dev tools product"
-
-Cursor Workflow:
-1. ✅ Parsed profile URLs
-2. ✅ Extracted user intent
-3. ✅ Launched browser
-4. ✅ User logged into LinkedIn
-5. ✅ Researched Sarah's profile:
-   - Found 2 mutual connections: John Doe, Jane Smith
-   - Found recent post about scaling infrastructure
-   - Identified expertise in distributed systems
-6. ✅ Researched Michael's profile:
-   - No connections found
-   - Found expertise in microservices
-7. ✅ Generated personalized messages combining hooks + intent
-8. ✅ Displayed results
-
-Output: 2 personalized messages ready for review
-```
-
-### Bad: Missing User Intent
-```
-User: "Generate messages for these profiles: [URLs]"
-
-Cursor Workflow:
-1. ✅ Parsed URLs
-2. ❌ No user intent provided
-3. ✅ Asked user for intent
-4. User provides: "Find customers"
-5. ✅ Continues with research and message generation
-
-Result: Workflow completes successfully after getting intent
-```
-
-### Bad: Invalid Profile URLs
-```
-User: "Generate messages for: invalid-url"
-
-Cursor Workflow:
-1. ❌ Invalid LinkedIn URL format
-2. ✅ Asks user: "Please provide valid LinkedIn profile URLs (format: https://linkedin.com/in/username)"
-3. User provides correct URLs
-4. ✅ Continues workflow
-
-Result: Workflow validates input and asks for correction
-```
-
-## SUCCESS METRICS
-- **Profile Research Accuracy**: 95% of extracted profile data is accurate
-- **Hook Identification**: At least one relevant hook found per profile
-- **Message Personalization**: Messages reference specific profile details
-- **Connection Path Identification**: Correctly identifies direct/mutual/no connections
-- **Time Efficiency**: User spends 2 minutes reviewing vs 30 minutes researching manually
-- **Message Quality**: Messages are under 300 characters and include both hook and intent
-
-## TECHNICAL REQUIREMENTS
-
-### Dependencies
-- Playwright (if user has not enabled this MCP, ask them to)
-- TypeScript
-- AI/LLM access (via Cursor's built-in AI or OpenAI API)
-
-### Browser Automation Best Practices
-- Use realistic delays between actions (1000-2000ms)
-- Randomize delays to avoid detection
-- Scroll pages naturally to load content
-- Respect rate limits (don't scrape too many profiles too quickly)
-- Never store LinkedIn credentials
-- Always wait for user to log in manually
-
-### Error Handling
-- If LinkedIn login fails: Ask user to log in manually
-- If profile URL is invalid: Skip and continue with next profile
-- If profile is private: Note that and use available public information
-- If scraping fails: Log error, continue with other profiles
-- If AI generation fails: Retry with simpler prompt
-
-## SECURITY & COMPLIANCE
-
-### LinkedIn Terms of Service
-- ✅ User must log in manually (no credential storage)
-- ✅ Respect rate limits (reasonable delays between profile visits)
-- ✅ Human-like behavior patterns
-- ✅ No mass automation or spamming
-- ✅ All messages are suggestions - user reviews before sending
-
-### Data Privacy
-- ✅ Profile data used only for message generation
-- ✅ No profile data stored permanently
-- ✅ User can review all research before messages are generated
-- ✅ Messages are suggestions - user has full control
-
-## WORKFLOW VARIATIONS
-
-### Variation 1: Batch Processing
-If user provides many profiles (10+), process in batches:
-1. Research first 5 profiles
-2. Generate messages for those 5
-3. Display results
-4. Ask user if they want to continue with remaining profiles
-
-### Variation 2: Interactive Refinement
-After generating messages:
-1. Display all messages
-2. Ask user: "Would you like to refine any messages?"
-3. For each message user wants to refine:
-   - Show current message
-   - Ask what to change
-   - Regenerate with new instructions
-
-### Variation 3: Export Messages
-After generation:
-1. Ask user: "Would you like to export these messages?"
-2. If yes, create a markdown file with all messages
-3. Save to `docs/linkedin-outreach/[date]-messages.md`