Quickstart — Connect LinkedIn + CRM

Follow these steps to launch your first managed LinkedIn B2B growth workflow.

🎬 Video tutorial coming soon

Step 1: Create an Account

Head toagentjara.ai/signupand create your free account. You can sign up with email or Google.

Step 2: Add Codex or Gemini keys

AgentJara V1 runs Hermes with Codex/OpenAI and Gemini routes. Go toSettings → API Keysand add at least one:

  • OpenAI / Codex— structured planning and workflow execution
  • Google Gemini— lead research, summarization, and drafting

Step 3: Connect LinkedIn

OpenLinkedIn Sessionfrom the dashboard and start a managed browser session. You log in directly to LinkedIn; AgentJara stores session metadata and health state, not your password.

Step 4: Connect CRM sources

OpenCRM sourcesand choose API, OAuth, or CSV fallback. Test the connection and map lead fields into AgentJara records.

Step 5: Define an ICP and workflow

Describe your target market and the controlled action you want:

"Find SaaS founders in the UAE using LinkedIn and CRM sources, enrich the leads, and prepare 20 connection requests for approval tomorrow between 10:00 and 16:00."

Step 6: Watch approvals, reports, and notifications

Use the dashboard, Telegram, and email notifications to review approvals, session health, exports, and campaign progress.

  • Approvals— review risky sends and posts before they happen
  • Reports— export leads, campaign activity, and summaries
  • Audit logs— inspect every material action

Your workspace is now ready to run LinkedIn growth tasks with visible controls.

Next Steps