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LeadGen

Help: setting up LeadGen

These are the same steps the setup wizard walks you through, on one page.

  1. 1. Business profile

    Tell Knorra about your business once. Every flow reads this first, and picks up a change on its next run.

    • Business name
    • What do you sell?
    • Who buys it?
    • Your main offer
    • Facts you can state
    • How should it sound?
    • Words or claims to avoid
    • Website
    • Where are you based?
    • Who must never be contacted?

  2. 2. Flow interview

    Questions for this flow only. Each one says where the answer is used.

    • Which countries do you sell to? Where the hunt looks, and which consent rule applies to each lead.
    • Your rule for countries outside the UK Applied word for word to every lead outside the UK.
    • Describe your ideal customer What the daily hunt searches for.
    • What signal shows they may need you now? A lead is only saved when this signal is found with a date and a source.
    • Who should the email go to? The role the research looks for.
    • Your booking link Offered in the first email when it fits.
    • Name to sign emails with The sign off on every email.
    • New leads to research each weekday The size of the daily hunt.
    • How many first emails a day? How many emails go out each weekday once the warm up is over.
    • Mail authentication on your domain The flow refuses to send until this says the records are in place.
    • CRM: which app do you use? The flow works in this app when your Claude can reach it, through its own connector, then Zapier, then files, and keeps it in Knorra otherwise.
    • Email inbox: which app do you use? The flow works in this app when your Claude can reach it, through its own connector, then Zapier, then files, and keeps it in Knorra otherwise.

  3. 3. Requirements check

    Everything this flow needs, with what it costs you. Tick each one when you have it.

    • A Claude plan with scheduled tasks. The flow runs inside your own Claude on a timetable. Cost: Your existing Claude subscription. Scheduled tasks need a paid Claude plan.
    • A Google mailbox connected to Claude. Emails are sent from your own address. A mailbox with no Claude connector, such as Proton, cannot run this flow today. Cost: Google Workspace is a paid Google product. A mailbox you already have costs nothing extra.
    • Mail authentication on your sending domain. SPF, DKIM and DMARC records protect your domain. The wizard walks you through checking them before the first send. Cost: Free. Set in your domain settings.
    • A booking link. Where an interested lead can pick a time. Cost: Free plans exist for the common booking tools.

  4. 4. Connect Knorra to Claude

    One guided step adds the Knorra connector to your Claude and signs it in. There is no key to paste.

    • In Claude, open Settings, then Connectors.
    • Choose "Add custom connector".
    • Name it Knorra and paste this address: https://knorra.ai/api/mcp
    • Press Connect. A Knorra page opens: sign in with your Knorra email, choose this workspace and press Allow.
    • Come back to this page. It confirms by itself when the connector first calls home.

  5. 5. Install the starter skill

    One download, one upload into Claude. The file carries your licence ID and holds no method of its own.

    • Download the skill file below.
    • In Claude, open Settings, then Capabilities, and find Skills.
    • Choose "Upload skill" and pick the file you downloaded.
    • Make sure the skill is switched on.

  6. 6. Permissions and connectors

    Allow these in order, so scheduled runs are not stopped by a permission prompt nobody is there to answer. For each one, choose the option that allows it for this skill without asking every time.

    • Knorra connector. Allow its tools for this skill. Where: Claude, Settings, Connectors, Knorra.
    • Gmail connector. Allow searching mail and sending. The flow only reads replies to its own emails. Where: Claude, Settings, Connectors, Gmail.
    • Web search. Allow web search so the hunt can find public signals. Where: Claude, the tools menu in a chat.

  7. 7. Create the schedule

    Copy this one short prompt and paste it into a new Claude chat. It creates the scheduled tasks for this flow. It is the only thing you paste in the whole setup.

    • Lead hunt: Weekdays 07:30. New researched leads with drafted emails.
    • Send and follow up: Weekdays 10:00. Approved emails sent from your own mailbox.
    • Create these scheduled tasks for my Knorra workspace "your workspace". Each one uses the knorra-leadgen skill and the Knorra connector. 1. Name: "Knorra: Lead hunt". When: every weekday at 07:30 (your time zone). Prompt: "Use the knorra-leadgen skill. Run task lead-hunt." Connectors: Knorra, Web search. 2. Name: "Knorra: Send and follow up". When: every weekday at 10:00 (your time zone). Prompt: "Use the knorra-leadgen skill. Run task lead-send." Connectors: Knorra, Gmail. Confirm each task back to me with its next run time.

  8. 8. Test run

    Run the flow once by hand. This page waits for the first report and moves on by itself.

    • In a new Claude chat, say: "Run a Knorra test run for LeadGen"
    • Researches two leads, drafts their emails for your approval and sends nothing.

  9. 9. Live

    The first good report has arrived. This flow now has a card on your dashboard with real numbers.

    • This flow starts in approve first mode. Nothing outbound goes without your yes. After enough approved items, the dashboard offers autopilot.

Stuck on a step? Use the support button on any dashboard page. The message carries the workspace, the flow and the step, so you do not have to explain where you are.