A custom workflow is a personalized framework tailored to your company’s unique style and processes—whether it’s prospecting clients, pitching new business, or uncovering cultural trends. By automating these steps, custom workflows supercharge Waldo’s research capabilities, saving you time and unlocking more opportunities for creativity and success.

Below is the Waldo process for successfully building a custom workflow in your workspace:

Step 1: Watch Our “How-To” Videos

Start by watching these how-to videos in your workspace:

Basics of workflow building

Loops & multiple inputs

Context & dependent tasks

Step 2: Define Your Output

What do you want to accomplish with this workflow? Outline your desired results, or reference previous work you’d like to replicate. For example, if the goal is to identify influencers, the desired output might be:

Desired output: a curated list of influencers who align with the brand’s objectives, target audience, and values.

References: upload previous influencer lists as examples for the format to follow.

Step 3: Map Your Process

Clearly outline the steps needed to achieve the workflow’s objective, whether you’re using a new or existing process. For instance, to achieve the desired output mentioned above, the process might look like this:

1. Define objectives and audience alignment
   • Clarify campaign goals (e.g., awareness, engagement, conversions).
   • Identify target audience demographics and interests to match with influencer audiences.
2. Identify influencers
   • Use social media channels to find influencers within relevant niches based on keywords and content topics.
   • Review engagement rates, follower demographics, and alignment with brand values.
3. Vet influencers
   • Assess content quality, authenticity, and alignment with brand image.
   • Check follower authenticity and look for any signs of inflated metrics or previous controversies.
4. Select and engage
   • Shortlist influencers who meet brand requirements, goals, and budget.
   • Initiate outreach, outlining campaign expectations, deliverables, and brand guidelines.
5. Track and evaluate
   • Monitor influencer content and engagement during the campaign.
   • Measure performance against KPIs to inform future influencer partnerships.

Step 4: Identify Sources

Specify the critical sources for your workflow such as research subscriptions, databases, social platforms, websites, etc.

For example, in an influencer workflow, the type of influencer you’re targeting may require specific social platforms:

Required sources: Facebook, LinkedIn, and Reddit.

Step 5: Create a Draft

Using the information above, draft the initial workflow in Waldo—either by creating a new workflow or editing a copy of an existing one.

Build a new custom workflow

Go to the “Workflows” icon in the left-hand navigation on your workspace home screen.

Select “+New” in the upper right-hand corner of the pop-up screen.