TL;DR: Five steps. Copilot can do most of them with one prompt each. After this, your pipeline produces qualified leads automatically.
Step 1 — Tell Copilot who you sell to (2 min)
Open Copilot and describe your customer in one sentence. Be specific.
> I sell developer-tooling SaaS to engineering managers at mid-market
SaaS companies (50–500 engineers), primarily NA and EMEA.
Copilot drafts a complete ICP with parameters in Required match / Score points / Disqualify modes. Review the preview, confirm to save. You can refine later.
Step 2 — Define the role you want to reach (1 min)
Inside the ICP you just created, add a Persona:
> for that ICP, build a Persona for engineering managers and senior managers,
5+ years in role, exclude IC roles.
Confirm. Every record is now scored on both ICP fit and Persona fit.
Step 3 — Turn on three signals (2 min)
Open Signals in the sidebar. The most-used three to start with:
- Replies — capture replies to your existing outbound sequences, via an inbound webhook from Smartlead, Instantly, Lemlist or HeyReach
- Demo Viewed — capture demo recording views from your video host (Vidyard, Loom, Wistia, or Mux)
- Keywords — track when target Personas post about your category on LinkedIn
For each, click Edit on the row → choose the source → toggle Autoqualify so new matches feed your ICP automatically. Click Save and Run.
Want Copilot to do it? > turn on the Replies, Demo Viewed, and Keywords signals — autoqualify everything that matches my Mid-market SaaS ICP.
Step 4 — Build your first audience (3 min)
Open Audiences → click + Add audience OR ask Copilot:
> build me an audience of qualified engineering managers from Mid-market SaaS
who fired any signal in the last 14 days
Copilot translates that into a multi-condition filter and shows you what it intends to save. Confirm, and the audience populates automatically and stays in sync as new records qualify.
Step 5 — Connect one destination (2 min)
Destinations are configured on the audience, not in Settings. Open the audience you just built → the Destinations section → click the tile of the tool you push to. Seven connectors are live:
Destination | Use it for
**Webhook** | Send members to anything you can host an endpoint for
**Smartlead** · **Instantly** · **Lemlist** | Cold-email sequencers
**HeyReach** · **Prosp** | LinkedIn outreach
**Twain** | Message drafting
Connect the destination, pick the target inside it under Routing, set the send rules, then Set live. The connection is workspace-level, so the next audience you build reuses it. Done.
The grid also shows greyed tiles for HubSpot, Salesforce, Attio, Salesloft, Expandi, Slack and the ad platforms. Those are planned, not connectable — clicking one opens an informational sheet rather than a setup flow.
You're live
Your pipeline now: signals fire → records get scored → qualified records land in your audience → the audience syncs to your destination → outbound runs.
Tomorrow morning, open Copilot and ask > what fired overnight?. Daily standup, but for your pipeline.