Set up Workflow Templates

To help you visualize your data and chain Phantoms together more easily, we've created some Google Sheets templates that automatically organize the Phantoms' results and follow your Workflow's progression. You can find them all in our Workflow Templates section.

While they are all do different things, they work roughly the same way. 

 

N.B.: You don't always need to use a Template to create your own Phantom sequence! Check out this demo to create your own Workflow by chaining Phantoms together.

 

 

Choose your Template

Once you've perused the options and decided what is best for you, click "Get the Template" and make a copy for yourself:

Templates.jpg
Spreadsheet_-_copy_document.jpg

Once you've made a copy, you will have this Template saved to your Google Drive.

As always with Google Sheets, make sure your spreadsheet is publicly available.

 

Each Template has several tabs: there is a master tab, FAQ, as well as the inputs and outputs for each of the Phantoms used:

Templates_-_tabs.jpg

You can access each tab by clicking on it, or clicking the arrow on the right side to see the additional tabs. As you progress through the Workflow, each sheet will begin to populate with data.

 

Follow the Tutorial on the Master sheet of your Template

Every Template is different, but they all have a step by step explanation of how to use them. This Tutorial is found on the Master sheet of each Template, underneath the following section:

Templates_-_yellow___green_cells.jpg

This section is where you will be copying and pasting the links from your Phantoms' console pages. You should only paste links in the Yellow cells, no other cells.

As the Template is prepared with formulas to update the data automatically, it's important to only touch the yellow cells. Altering other cells could alter the Template itself and cause malfunctions!

 

Set up your Phantoms to launch 

You'll find the Phantoms you need in the Phantom Store.

Install the first Phantom of your sequence, and set it up as instructed in the Template's Tutorial section. If you need more details about the setup, check out the Phantom Tutorials for help!

Launch your Phantom, go on its Console page, and copy the results file URL and paste this link in the relevant yellow cell on the Master sheet of your Template:

Copy_link.jpg

Once this is done, you'll notice that a link has now appeared in the following green cell. This link is what you use input for the next Phantom in your sequence. Go back to Phantom Store, select the next Phantom, and set it up using that green link as input.

After the next Phantom completes its launch, copy results file again, and paste in next yellow cell. 


Repeat this process for all Phantoms in your Workflow

Our Workflow Templates use Google Sheets' IMPORTDATA formula, meaning that the data will be loaded dynamically. While the data updates automatically, it's not necessarily instantaneous. The results should automatically refresh every 2 hours, at which point any new data will appear. You can also force your data to refresh by copying the output link, deleting it, and pasting it back in again.


Is your file too heavy?

Occasionally you'll notice that the cell next to your yellow results cells says "File too heavy!" This means your results files has become too large for the dynamic import, so the Template won't be able to automatically update anymore.

To fix this, check out this video for a complete demo of the process or follow these steps:

  1. On the relevant Phantom's Console page: Download CSV
  2. On the relevant yellow tab of your spreadsheet: File > Import > *Select your .csv file* > Replace current sheet

Unfortunately, you'll have to repeat this process whenever you want your data to be refreshed until the entire list of profiles has been processed.

This issue usually occurs with LinkedIn Network Booster because it has the "Profile Scraping" option enabled by default, which makes the CSV bigger. If you're using a Phantom that you've already used for a previous task or template, data may have stacked meaning your results file can't load properly.

Was this article helpful?
1 out of 1 found this helpful