About this playbook
Use public engagement to explore audience overlap and discover relevant people. This guide describes the intended workflow; you can explore its structure in the editor while live execution is being developed.
Step-by-step guide
- Pick your sources: Choose a small, relevant set of public competitor posts rather than treating every account as equally useful.
- Collect accessible records: Configure the supported engagement types. Platform counts may be larger than the records a provider can access.
- Combine your findings: Normalize records, remove repeated identities, and keep the sources that led to each person.
- Review the shortlist: Use profile and conversation context to decide which records are useful for your next research step.
