Top automation tips

At Phantombuster we aim to make your life that little bit easier by helping you achieve your goals by not having to lift a finger - all you should have to do is set things up, then let your strategies run in the background and gather data just like that! Here, we wanted to gather all of our favorite tricks for doing this in one place.

 

  1. Schedule automatic launches
  2. Use a spreadsheet of data as input
  3. Send personalized messages
  4. Link data from one Phantom to another
  5. Process my entire data list in separate launches

 

Schedule automatic launches

The most important feature for automating is of course having your actions happen automatically, as many times as you'd like them to. You can schedule automatic launches for any Phantom, and rely on it running continuously without you having to do it every time.

Start by going to the "Settings" step of a Phantom's Setup where you'll see a couple of "Launch" options. By clicking on "Repeatedly" you'll be able to choose the frequency of automatic launches:

Step_2_-_repeatedly.jpg

For even more options, click on the three little dots in the top right corner and choose "Show advanced settings":

Step_2_-_advanced_settings.jpg

You can find out more about these in our automatic launches tutorial.

AND the good news is that, as Phantombuster runs from the cloud, as soon as you've hit "Save," these launches will happen without you having to keep Phantombuster, your browser, or even your computer open. Just sit back with a coffee and let it happen!

 

Use a spreadsheet of data as input

A simple way to provide a Phantom with multiple inputs to process is to list them in column A of a spreadsheet like so:

Spreadsheet_-_input.jpg

You just have to provide the Phantom with the spreadsheet URL (ensuring it's publicly accessible):

Step_1_-_spreadsheet_URL.jpg

If the data you'd like a Phantom to process is not found in column A, you can specify which column you would like it to process instead in the Phantom's setup:

Step_1_-_column_name.jpg

Enter the column name as written in row 1. For example, in the following example the column name would be "profileUrl":

Spreadsheet_-_column_name.jpg

 

Send personalized messages

You can customize a message you're sending with Phantombuster by using a column name from your input spreadsheet as a placeholder variable by placing it between #s. For example:

Hey #firstName#, let's connect!

This tag will be replaced by the contents of the corresponding cell in the "firstName" column in your spreadsheet for each profile. It's important to be aware that these tags are case-sensitive!

With LinkedIn Phantoms (such as Network Booster and Message Sender), instead of using data from your input spreadsheet, any piece of data scraped from a profile can be used to personalize your message, such as #company#, #jobTitle#, and #location#. You just have to ensure that you have checked the "Enable profile scraping" on the "Behaviour" step of your Phantom's setup:

Step_1_-_enable_profile_scraping.jpg

You can find a comprehensive list of the output titles you can use in the "We will output..." section of LinkedIn Network Booster's documentation:

We_will_output....jpg

Another thing to note is that where the same column name is found in both your input and output spreadsheet, the input spreadsheet will take priority.

 

Link data from one Phantom to another

You don't always have to create a file of input data yourself. Quite often an output file from one Phantom will contain the data you want another Phantom to process.

A really simple way of linking Phantoms together like this to create seamless workflows is by using the "My Phantoms" option when setting up your Phantom. You can choose which of your Phantoms' results file you'd like to use as input:

Step_1_-_chain_Phantoms.jpg

If your Phantom's setup doesn't look like this, don't worry - you can chain Phantoms manually too.

If you have the Phantoms set up to launch automatically, this output file will be continually updated, therefore continually providing new input data for the next Phantom in the chain.

 

Process my entire data list in separate launches

A Phantom will automatically take the data in your input spreadsheet, such as profile URLs, and process them in the listed order. If you have a large data set that you don't want to process all at once, don't worry - the majority of Phantoms will pick up from where they left off in the last launch so as not to process the same data twice.

For example, if you have 100 LinkedIn profile URLs listed in your input spreadsheet to send connection requests to, you can set your Phantom up to process 10 per launch and with each launch it will process the next 10 profiles after those it has already completed.

In these instances, if a Phantom comes across a duplicate profile, it will recognize this and not process it again, but simply skip it.

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