By the end of this tutorial, you’ll know how to create and deploy a signal agent that detects promotion events, limits how many new signals are shown each day, and helps you review matching profiles with the most useful context.
Promotion signals help you spot relevant contacts at the right moment, such as when someone takes on a more senior role. This is especially useful when you want timely outreach based on career progression instead of relying on static prospect lists.
Why this matters
Promotions often create strong outreach opportunities because priorities, budgets, and responsibilities can shift quickly. With a signal agent, you can automatically surface matching profiles as new signals and focus your team on the people most likely to be relevant now.
Prerequisites
You should already know how to access the Signal agents workspace in lemlist.
You should already have a clear idea that you want to monitor promotion events.
You should already know which companies, lists, or segments you want to track.
Core lesson
Phase 1: Start a new signal agent
Go to Signal agents, then click Create signal agent. This opens the guided setup flow where you’ll define the event, target scope, processing rules, and daily signal cap.
Phase 2: Choose the promotion signal to track
In the Signal to detect step, expand People moves and select Promotion. This tells lemlist to trigger signals specifically when a contact gets promoted.
Phase 3: Configure who should match the signal
Enter an Agent name and define the seniorities to monitor. Seniority filters help you narrow results to the level of decision-maker or contributor you care about, so the agent surfaces more relevant profiles.
Phase 4: Define your tracking scope
Choose where the agent should look for matching signals. You can monitor All segments, restrict detection to a Company list, or upload a Specific segment with a CSV file. Use a narrower scope if you want more focused results, or a broader scope if you want maximum coverage.
Phase 5: Set a daily identification limit
In Identification limit, choose the maximum number of signals to identify per day. This controls how many matching promotion signals are shown daily and helps you manage both volume and credit usage.
Keep in mind that once you reach your daily limit, lemlist stops showing additional new signals for that day. For example, if your plan allows 5 signals per day and the system detects 10 matches, only 5 will be shown that day, and the selection can be arbitrary.
Phase 6: Decide how signals should be processed
Choose what should happen when a signal is detected. You can review signals manually or auto-create tasks so your team can act faster. If you use task automation, also configure the task owner, fallback owner, priority, and instructions for your team.
Phase 7: Review and deploy the agent
Check the Summary page to confirm the signal type, billing impact, processing method, and scope, then click Deploy agent. Reviewing this page before launch helps you catch mistakes before credits are consumed.
After deployment, confirm the success message. Your agent becomes active immediately, and the first signals are typically delivered within 24 hours.
What you’ll see in new promotion signals
When a profile matches your query, lemlist displays that person as a new signal. In the side panel, you can review the key context available for that profile, including:
Job title
Company
Headline when available
Location
Start date of the new role
LinkedIn URL of the profile
This makes it easier to quickly qualify whether the signal is worth acting on and personalize your outreach without leaving the workflow.
Tip: To reduce the “empty list” effect after setup, it can be helpful to prefill the signal view with recent matching profiles when available, such as people who matched the watchlist in the last 30 days.
Practical application
Here’s one common use case: a sales team wants to track mid-level and leadership promotions in a target account list. They create a promotion signal agent, restrict the scope to selected companies, set a daily cap to control credits, and auto-create tasks so account owners can review and reach out quickly.
This setup works well when you want to prioritize timing over volume. Instead of checking for org changes manually, your team gets a steady stream of relevant promotion signals they can action every day.
Troubleshooting and pitfalls
Issue: I’m not seeing any new signals yet
Root cause: The agent is newly deployed, your scope is too narrow, or no matches have been detected yet.
Confirm the agent was successfully deployed.
Wait up to 24 hours for the first signals to arrive.
Review your scope and seniority filters to make sure they are not too restrictive.
Issue: I expected more signals than were shown
Root cause: You reached your daily signal identification cap.
Check the daily identification limit in the agent settings.
Increase the limit if you want to surface more matches per day.
Remember that once the cap is hit, additional detected matches will not be shown that day.
Issue: The signals don’t feel relevant
Root cause: The scope is too broad or the seniority filter is not aligned with your target audience.
Switch from All segments to a Company list or Specific segment.
Refine the seniorities you monitor.
Make sure you selected Promotion rather than another people-move event.
Issue: My team isn’t acting on signals fast enough
Root cause: Signals are being reviewed manually or task assignment is unclear.
Enable Auto-create tasks during signal processing.
Assign tasks to the contact owner and set a fallback owner.
Add clear task instructions so reps know exactly what to do next.
Best practices
Start with a narrower scope so you can validate signal quality before scaling.
Use seniority filters to focus on the people most likely to influence buying decisions.
Set a realistic daily cap to avoid overwhelming your team with more signals than they can act on.
Use task automation if speed-to-action matters for your outreach strategy.