Contacts

Canopy → Contacts is your private address book of LinkedIn people who matter to you. Use it for:

• Engagement prompts — Canopy nudges you to engage with a contact (like / comment) when they post something new.
• Personalized variants — generate post variants targeting a specific contact’s interests when you want to grab their attention.
• Outreach handoff — push a contact list to Outpilot Leads to start a campaign.

Contacts are organized into lists (similar concept to lead lists in Outpilot, but lighter-weight).

Creating a list

Contacts → New list:

1. Name it (Customer champions, Investors I want to update).
2. Save.

Adding contacts

Three ways:

Manual

On a list page → Add contact. Paste a LinkedIn profile URL; Canopy fetches the name + headline.

Bulk via CSV

Upload CSV with at least a linkedinUrl column. Optional: firstName, lastName, email, notes. Columns are auto-detected.

From your LinkedIn connections

If you’ve connected a LinkedIn account, Contacts → Import from connections lets you pick from your 1st-degree connections to add in bulk.

Contact card

Each contact shows:

• Name + headline + photo.
• Last interaction — most recent like/comment/DM (across both LinkedIn and Banyan-tracked surfaces).
• Activity recency — green (“active this week”), amber (“active this month”), gray (“quiet”).
• Notes — free-text field for your own context (“Met at SaaStr ‘24, interested in X”).

Click any contact for the detail page with full activity history.

Engagement prompts

When a contact posts on LinkedIn, Canopy can nudge you:

• A ”💡 Engagement prompt” appears on the dashboard linking to the fresh post.
• Optional in-app notification.

Configure on Settings → Notifications → Engagement prompts.

Outreach handoff

Contacts → list → Bulk → Send to Outpilot:

1. Pick the destination (existing Outpilot lead list, or new list).
2. Confirm.

Canopy pushes the contacts to Outpilot as leads. From there you can attach to a campaign — the standard Outpilot flow. See Outpilot Leads.

This is the seam between Canopy (relationship-building, content) and Outpilot (deliberate outreach). Many teams curate their best contacts in Canopy, then promote a subset to outreach when there’s a reason (launch, fundraise, hiring push).

Frequently asked questions

How is Contacts different from Outpilot Leads?

• Contacts — long-term relationships. People you’d remember from a coffee chat. No outreach automation.
• Leads (Outpilot) — short-term outreach targets. People in a campaign sequence you’re running.

A person can be in both if they make sense in both.

Will Canopy send DMs to my contacts automatically?

No — Canopy doesn’t send DMs at all (LinkedIn’s official API doesn’t expose DM sending). For DM-based outreach, use Outpilot.

Can I tag contacts?

Lists are tags — a contact can be in multiple lists. There’s no free-form tag system on top of lists.