Job: take one real GTM record, run a workflow, and see whether Deepline returns useful enrichment before you scale to a list.
Start with a prebuilt workflow. Write code only when you need custom routing, custom waterfalls, or scheduled automation.
Before you start
You need the Deepline CLI installed from the main Quick Start, plus an approved workspace.
1. Authenticate
You should see connected: true and the workspace you are using.
2. Inspect the workflow
Before running anything, ask Deepline what the workflow expects:
Look for required inputs and example output. If you are using Claude Code, ask it to summarize the schema in plain English.
3. Pilot one real record
Use a real lead you are allowed to enrich. Placeholder people may return no result.
Good outcome: the run finishes and returns verified contact data or a clear no-result reason.
4. Scale to a list
Once one record looks right, move to a CSV-capable play and pilot a few rows:
Inspect the output before running the full file.
5. Create a custom workflow
Use a custom workflow when your process has business logic:
- search once a week and send new matches to Salesforce
- run a different enrichment path for VPs vs directors
- try providers in your preferred waterfall order
- score accounts and export a chart
Check custom workflow files before running them:
This validates the workflow without starting a run.
Ask Claude Code
Use plays check whenever Claude Code writes or edits a play. It catches SDK
syntax and play-shape problems before money or time gets spent.