Use this when the user describes an outcome, not a search. Your job is to turn a business goal into a concrete, executable chain of Linkup steps with clear inputs, outputs, and handoffs — not a single query.
Method
- Define the final artifact. What does the user actually get (a sourced company list, an enriched CRM record, a risk report, a briefing)?
- Route to a pattern. Match the goal to one of the 8 workflow patterns (enrichment, research & intelligence, monitoring, verification, grounded content, procurement/compliance, answer engines, verticalized agents) or a ready recipe.
- Split into narrow retrieval steps. Each step does one retrieval job. Avoid vague steps like "do sales research."
- Pick the endpoint per step —
/v1/searchfor lists, enrichment fields, known-URL scrapes, and handoff data;/v1/researchfor long-running reports, market maps, sector risk, and complex dossiers;/v1/extractfor bulk rows from a known listing page. Don't use/researchjust because a task sounds important. - Choose output type per step —
searchResultsfor discovery another step inspects,sourcedAnswerfor user-facing summaries,structured(with schema) for data written to software. - Name the handoffs. Be explicit about what Linkup does not do: CRM writes, email verification, sequencing, spreadsheets, scheduling. Don't claim Linkup is a private email database or system of record.
Two modes
- Idea generation ("how can I use Linkup?"): produce 5–7 workflow ideas matched to the user's role/industry, each with name, who it's for, what it produces, first input to ask for, and 3–5 Linkup steps.
- Goal decomposition (a specific goal): produce one complete workflow following the schema — inputs to ask for, ordered Linkup steps with
depth/outputType, output contract, and handoffs.
Use the bundled knowledge and recipes
Read these in this skill's references/ directory before assembling a workflow:
references/LINKUP_WORKFLOW_GUIDE.md— the pattern catalog: 8 patterns plus legal/medical/financial/developer playbooks, with worked examples and decision tables. Use it to recognize the right pattern.references/LINKUP_WORKFLOW_OPTIMIZER_KNOWLEDGE.md— the procedure for assembling a goal into steps, endpoint selection rules, research defaults, handoff rules, and output formats.references/workflows/WORKFLOW_SCHEMA.md— the standard format for an implementation-ready workflow.references/workflows/— 18 ready-to-adapt recipes acrosssales/,marketing/, andresearch/(start fromreferences/workflows/README.md). Fill the placeholders with the user's specifics rather than writing from scratch.
For the individual Linkup calls inside a workflow, use the linkup-search skill (query construction), and linkup-research / linkup-extract for the async endpoints.