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How Conextly Works

September 4, 2026

The Find → Track → Draft → Approve loop that runs Conextly, explained end to end — what happens at each step, why it's built this way, and how it keeps your LinkedIn account safe.

How Conextly Works

Conextly runs on a single loop: Find → Track → Draft → Approve. Each step feeds the next, and the last step — approval — is always yours. This page walks through the whole loop so you understand what's happening under the hood.

The problem Conextly solves

LinkedIn is the best B2B prospecting database in the world, and it's deliberately slow to work at scale. Search caps, a weekly connection limit, no way to keep track of who you've contacted, and a blank message box every time you find someone worth reaching. Most people close the gap with one of two things: a data tool like Sales Navigator that finds people but leaves the outreach to you, or an automation tool that blasts templated messages and quietly risks your account.

Conextly is built for the middle: the quality of personal outreach, at a pace you can actually sustain, without handing your account to a bot.

Step 1 — Find

You search LinkedIn the way you already do — by title, seniority, company, industry, location, headcount, and more — with Boolean strings for precise title matching. Conextly surfaces the people who fit and the signals you need to decide whether to reach out: what they do now, how long they've been there, where they overlap with you, and whether you share connections.

Search is where targeting is won or lost. A tight, specific search of 40 right-fit people beats a loose one of 4,000 every time, because every downstream step — the draft, the reply rate, your account's health — depends on reaching people who actually want to hear from you.

Step 2 — Track

Every person you save lands on your pipeline. Instead of a spreadsheet you forget to update, you get a live board: who you haven't contacted, who you've messaged, who replied, and who's gone quiet and needs a nudge.

Tracking is also where LinkedIn's best-kept prospecting secret lives — change. People switch jobs, get promoted, and join new companies constantly, and a job change is one of the strongest reasons to reach out. Conextly watches your saved prospects and flags these moments so you can reach out with a real reason instead of a cold open. See Job-Change & Trigger Alerts.

Step 3 — Draft

For each prospect, Conextly writes a first message grounded in that person's actual profile — their role, their company, something specific enough that they can tell it wasn't mass-produced. The draft isn't a template with a {{firstName}} slot; it's written for the person in front of you.

You'll always be able to tell why a draft says what it says, because it's drawn from things anyone could see on the profile. That's deliberate: outreach that references something real is the kind people reply to, and it's the kind that keeps your account in good standing. See How Conextly Drafts Messages.

Step 4 — Approve

This is the step that makes Conextly different from every automation tool. Nothing sends until you approve it. Each draft sits in a pending state; you read it, edit it if you want, and approve. Only then does it join the send queue.

Approved messages don't fire off in a burst. They go out spread across your day, at intervals a person would plausibly send them, and always under LinkedIn's limits and your account's current standing. You get the reach of a tool and the footprint of a careful human. See Approving & Editing Drafts and Account Safety & Sending Limits.

Why the loop is built this way

Every design choice traces back to one idea: the person approving is accountable for what gets sent, so the person should stay in control. Conextly does the slow, repetitive parts — finding, remembering, drafting — and leaves the judgment to you. That's what keeps the outreach personal, keeps reply rates high, and keeps your account safe. Automation without approval optimizes for volume; Conextly optimizes for replies you'd be glad to get.

Where to go next

Frequently asked questions

What is the Find, Track, Draft, Approve loop?
It's the four steps Conextly runs on. Find: search LinkedIn for the right people. Track: keep them on a live pipeline and watch for job changes and follow-ups. Draft: get a personal first message written from each profile. Approve: read and approve every message before it sends. Each step feeds the next, and approval is always yours.
How is Conextly different from LinkedIn automation tools?
Automation tools send templated messages automatically and in bursts, which is what puts accounts at risk. Conextly drafts personal messages but sends nothing until you approve it, and approved messages go out spread across your day under LinkedIn's limits. You get the reach of a tool with the footprint of a careful human.
How is Conextly different from Sales Navigator?
Sales Navigator is excellent at finding people and then leaves the tracking and outreach to you. Conextly covers all three: it finds people, tracks them on a pipeline with job-change alerts, and drafts a personal message for each one that you approve. It works with free LinkedIn, Premium, or Sales Navigator.

Ready to turn your network into pipeline?

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