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Personal Assistant LinkedIn Integration

Enable your Personal Assistant to manage your professional LinkedIn presence by creating posts, sharing articles, monitoring engagement, and surfacing important activity back to you.

Overview​

The Personal Assistant LinkedIn Integration allows employees to connect their personal LinkedIn accounts, giving their PA the ability to:

  • Create and publish posts on the employee's behalf
  • Share articles with custom commentary
  • Monitor engagement on recent posts (comments, reactions, activity)
  • Surface important activity via proactive notifications during PA wake-up cycles
  • Include LinkedIn insights in daily cycle summaries and reports

Unlike the tenant-level LinkedIn integration (which is admin-managed and shared across agents), this integration is user-scoped: each employee connects their own account, and only their PA can use it.

Key Differences from Tenant-Level LinkedIn​

AspectTenant-Level LinkedInPA LinkedIn (This Feature)
ScopeTenant-wide, shared across agentsPer-user, exclusive to one PA
Who connectsIT Admin via Admin ConsoleEmployee via PA Hub
Account typesPersonal or Company pagesPersonal profiles only
Actions available11 configurable types7 fixed tools (always available)
Daily limit25 posts/day default5 posts/day default
Use caseBrand/company social mediaEmployee's professional presence

Enabling PA LinkedIn​

Prerequisites​

  1. PA LinkedIn Feature - Your tenant must have the custom.linkedin-pa feature code enabled on your subscription (independent from tenant-level LinkedIn)
  2. Personal Assistant Setup - At least one employee must have a Personal Assistant activated
  3. LinkedIn OAuth App - Uses the existing ExecAssist OAuth app (shared with tenant-level LinkedIn integration)

Administrator Setup​

  1. Navigate to PA Settings: Go to Manage > Users > PA Privacy (route: /manage/users/pa-privacy)

  2. Enable PA LinkedIn:

    • Find the "PA LinkedIn Settings" section
    • Toggle "Enable PA LinkedIn" to ON
    • This makes the LinkedIn page available to employees with active PAs

  3. Configure Tenant Defaults:

    • Default Daily Post Limit - Maximum posts per PA per day (e.g., 5). Employees cannot exceed this limit through PA actions. Default: 5 posts/day
    • Require Post Confirmation - When enabled, PAs must request employee approval before posting to LinkedIn during autonomous cycles (wake-up cycles). Interactive requests (chat/Teams) always require explicit authorization regardless of this setting. Default: OFF

  4. Save Settings - Changes apply immediately to all new and existing PA connections

tip

Start with confirmation required enabled. Once you're confident the PA respects content guidelines, you can disable it for faster autonomous operation.

Employees: Getting Started​

Step 1: Navigate to PA Hub LinkedIn Page​

  1. Go to your PA Hub (usually at /pa-hub)
  2. In the sidebar, click LinkedIn (new menu item between "Tools" and "Settings")

The page shows one of four states:

State 1: Feature Not Available

  • Message: "LinkedIn integration is not enabled for your organization"
  • Action: Contact your IT administrator to enable this feature

State 2: Not Connected (most common first visit)

  • Message: "Connect your personal LinkedIn account to let your PA manage your professional presence"
  • Shows a Connect LinkedIn button
  • Click to proceed to OAuth

State 3: Connected

  • Shows your LinkedIn profile (photo, name, headline)
  • Displays recent posts and engagement summary
  • Access level selector (Disabled / Read Only / Read & Write)
  • Connection and token details

State 4: Token Expired

  • Warning banner: "Your LinkedIn connection has expired. Reconnect to resume PA access."
  • Shows Reconnect LinkedIn button
  • Profile card shown but dimmed

Step 2: Connect Your LinkedIn Account​

  1. Click Connect LinkedIn button
  2. A popup window opens to LinkedIn's authorization page
  3. Review the requested permissions (read/write your posts, view engagement)
  4. Click Authorize to approve
  5. You're redirected back to the PA Hub upon success
  6. LinkedIn tools are now available to your PA
info

Your PA never logs into your LinkedIn account. Instead, we use secure OAuth tokens that let your PA perform specific actions on your behalf without knowing your password.

Step 3: Set Access Level​

The "Access Level" dropdown on the connection card lets you control what your PA can do:

OptionCapabilitiesUse When
DisabledPA cannot use LinkedIn (connection is preserved but inactive)You want to temporarily disable LinkedIn features
Read OnlyPA can monitor posts and engagement but cannot post, comment, or reactYou want engagement insights without autonomous posting
Read & WritePA can post, comment, react, monitor engagement (full capabilities)You trust PA to manage your professional presence

Changing the access level takes effect immediately.

warning

If you set access to "Disabled" or "Read Only", your PA cannot perform posting actions even if you explicitly ask. Change to "Read & Write" if you want autonomous posting capability.

Employee-Facing Features​

Viewing Your Connection Status​

The LinkedIn page shows your connection card with:

  • Profile Info - Your LinkedIn profile photo, name, and headline
  • Connection Date - When you connected your account
  • Token Expiration - When your session expires (usually 364 days from connection)
  • Posts Today - Current posts used (e.g., "2 of 5") with daily limit progress
  • Action Buttons:
    • Refresh Token - Manually refresh your session (usually not needed; auto-refreshes when expired)
    • Disconnect - Remove PA access and disconnect your LinkedIn account

Recent Posts Section​

Displays your posts from the last 7 days:

  • Post text - The first 100 characters of your post
  • Date & engagement - Publication date, reaction count, comment count, visibility (public/connections)
  • View on LinkedIn - Opens the post on LinkedIn in a new tab
  • Load More - Pagination to see older posts (up to 30 days)

Click any post to open a modal with full engagement details.

Post Detail Modal​

When you click a post:

  • Full text - Complete post content
  • Reactions breakdown - Count of each reaction type (👍 likes, 🎉 celebrations, 💡 insights, ❤️ love, etc.)
  • Comments list - Commenters' names, headlines, comment text, comment date, comment reactions
  • View on LinkedIn - Button to open the post on LinkedIn

Use this to review what your PA has been discussing and to stay informed about important comments requiring attention.

Engagement Summary​

At the bottom of the page, see your 7-day engagement snapshot:

  • Posts published - Total from last 7 days
  • Total reactions - Sum of all reactions across posts
  • Total comments - Sum of all comments across posts
  • Top post - Your most-engaged post from the period
  • Unreplied comments - Count of comments your PA hasn't responded to yet

Data Access Page Integration​

When configuring "Data Access" in PA Hub, you'll see a new LinkedIn row:

Data Access
├── Primary Mailbox    [None ▼]  [Read ▼]  [Read & Write ▼]
├── Calendar           [Off] [On]
├── Contacts           [Off] [On]
├── Files (OneDrive)   [Off] [On]
└── LinkedIn           [None ▼]  [Read ▼]  [Read & Write ▼]  ← NEW

The "Data Access" page is purely informational—it mirrors the access level you set on the LinkedIn page.

Administrator: Managing PA LinkedIn​

Per-PA LinkedIn Configuration​

Go to a specific employee's PA configuration page (/manage/users/{employeeId}/pa-config) to see and override their LinkedIn settings:

LinkedIn Connection Section shows:

  • Status - Connected / Token Expired / Not Connected
  • Profile Info - LinkedIn profile name and headline (if connected)
  • Connection Date - When the employee connected
  • Access Level - Current setting (employee-controlled)
  • Posts Today - Current usage vs. daily limit
  • Token Expiration - When the OAuth token expires

Admin Controls allow you to:

  • Daily Post Limit - Override the tenant default (e.g., set to 3 for this specific employee)
  • Active Toggle - Disable/enable LinkedIn for this employee's PA independent of their own settings
  • Force Disconnect - Remove the connection (employee must reconnect from PA Hub)
warning

If you force disconnect, the employee will see "Not Connected" in their PA Hub and must re-authorize from LinkedIn.

Connections Overview​

In the PA management list view (/manage/users), see LinkedIn connection status at a glance:

ColumnShows
EmployeeEmployee name
PA NamePA's chosen name
StatusPA's operational status (Active / Paused / etc.)
LinkedInConnection status badge (✓ R/W / ✓ Read / — / ⚠️ Expired)
ActionsEdit button to access detailed configuration

How Your PA Uses LinkedIn​

Reactive Requests (Chat & Email)​

When you ask your PA to do something on LinkedIn:

You (via PA Hub Chat): "Post about our Q1 results on LinkedIn"
         ↓
PA reads instruction
         ↓
PA checks: Is employee the sender? Yes ✓
           Is LinkedIn connected? Yes ✓
           Is daily limit exceeded? No ✓
           Is access level Read & Write? Yes ✓
         ↓
PA creates LinkedIn post
         ↓
PA confirms to you: "Posted 'Q1 Results...' [view link]"

Your PA can:

  • Create text posts - linkedin_create_post(text, visibility)
  • Share articles - linkedin_share_article(url, commentary, visibility)
  • Add comments - linkedin_add_comment(post_id, text, reply_to_comment_id)
  • React to comments - linkedin_react_to_post(post_id, reaction_type)

All posting requires your explicit request via chat or Teams—external emails cannot trigger LinkedIn posts.

Autonomous Monitoring (Wake-Up Cycles)​

During your PA's scheduled wake-up cycles, the PA autonomously:

  1. Checks recent posts - Retrieves posts from the last 7 days

  2. Looks for new engagement - Comments and reactions since the last check

  3. Surfaces important activity - Notifies you via send_message_to_boss:

    • New comments from recognizable contacts
    • Posts reaching engagement milestones (e.g., 50+ reactions)
    • Replies to comments awaiting your response

  4. Includes in summaries - LinkedIn activity appears in your daily PA summary:

    ## LinkedIn Activity (Today)
    - Posted: "Excited about our Q1 momentum..." (23 reactions, 5 comments)
    - Jane Smith (VP at Acme) commented on your AI trends article
    - Your post from Friday reached 500 views

If "Require Post Confirmation" is enabled, your PA may ask you before posting during autonomous cycles:

  • "I'd like to share this article about AI trends. Shall I post it? [Yes/No]"

Daily Post Limit Enforcement​

Each PA has a daily post limit (default 5 posts/day, configurable per-PA):

  • Limit includes linkedin_create_post and linkedin_share_article calls
  • Reactions and comments do NOT count against the limit
  • Limit resets at midnight UTC
  • When limit is reached, your PA cannot post until the next day
  • Limit is visible in your PA Hub LinkedIn page ("2 of 5 posts used today")

Security & Control​

Token Security​

  • Your LinkedIn OAuth token is encrypted at rest in the database using your tenant's encryption key
  • Tokens are only decrypted when your PA needs to call LinkedIn APIs
  • Your password is never stored; only OAuth tokens are used
  • Tokens auto-refresh when they expire (365-day rotation)

Authorization​

Three layers protect unauthorized actions:

  1. Feature Gate - Only enabled if admin turned on "PA LinkedIn"
  2. Access Level - Your control (Disabled / Read / Read & Write)
  3. Sender Gate - Your PA cannot be triggered by external emails; only by:
    • Your chat requests in PA Hub
    • Your Teams messages to the PA bot
    • Your manual "Wake Up Now" clicks
    • Scheduled wake-up cycles

Audit Logging​

All LinkedIn actions are logged in the unified audit log:

  • Who: The PA's name and your user ID
  • What: Posted, Shared Article, Added Comment, Reacted
  • When: Timestamp of the action
  • Context: Post text (first 500 chars), engagement counts, error messages if any

You can review activity logs via Activity > Integration Logs in the admin console.

Content Guidelines​

Your organization can set policies via the "Require Post Confirmation" toggle:

  • Disabled (default): PA posts autonomously during wake-up cycles
  • Enabled: PA must get your approval before posting during autonomous cycles

Even with confirmation disabled, your PA must follow these principles:

  • Posts are professional and brand-aligned
  • External senders cannot trigger posts
  • Confirmation is always required for reactive requests (chat/Teams)

Troubleshooting​

"Your LinkedIn connection has expired"​

Cause: OAuth token expired (usually after 365 days)

Solution:

  1. Click Reconnect LinkedIn on your PA Hub LinkedIn page
  2. Follow the authorization flow
  3. Your PA can immediately resume posting

PA says "Daily limit exceeded"​

Cause: You've used all 5 (or configured) posts for the day

Solution:

  • Wait until midnight UTC for the limit to reset, OR
  • Contact your admin to increase the daily limit in your per-PA settings

"Access level is set to Read Only"​

Cause: You changed your access level but asked your PA to post

Solution:

  1. Go to PA Hub LinkedIn page
  2. Change "Access Level" to "Read & Write"
  3. Ask your PA to try again

Pa says "Cannot access LinkedIn"​

Cause: LinkedIn feature is disabled for your organization, or your connection is disconnected

Solution:

  • If feature is disabled: Contact your IT admin to enable it
  • If connection is disconnected: Use Connect LinkedIn button to reconnect

Best Practices​

For Employees​

  1. Review before delegating - The first time you ask your PA to post on LinkedIn, review the result to ensure it matches your style
  2. Set communication preferences - Update your PA's communication style and instructions to match your LinkedIn voice
  3. Monitor engagement - Check your PA Hub LinkedIn page weekly to see what's been posted and respond to comments
  4. Adjust access as needed - Set to "Read Only" if you want monitoring without autonomous posting

For Administrators​

  1. Start with confirmation required - Enable "Require Post Confirmation" initially, then disable after your PAs demonstrate good judgment
  2. Monitor early adoption - Review audit logs for the first week to catch any issues
  3. Communicate with employees - Explain that LinkedIn posting happens on their behalf; help them understand what to expect
  4. Set reasonable limits - 5 posts/day is a good default; adjust per department based on their social media activity goals
  5. Include in PA training - When onboarding employees to PA, explain LinkedIn capabilities in your PA Hub orientation

Configuration Checklist​

  • Verify tenant has custom.linkedin-pa feature code on subscription
  • Enable "PA LinkedIn" toggle in Manage > Users > PA Privacy
  • Set "Default Daily Post Limit" (e.g., 5)
  • Decide "Require Post Confirmation" policy (recommended: ON initially)
  • Announce feature to employees via email or in-app notification
  • Create PA Hub LinkedIn documentation for your employees (optional; we provide built-in help)
  • Monitor audit logs for first week of adoption
  • Review engagement metrics after 2 weeks of usage

What's Next​

After enabling PA LinkedIn:

  1. For Employees - Visit PA Hub > LinkedIn to connect your account
  2. For Admins - Monitor adoption via Activity > Integration Logs
  3. For All - Watch for LinkedIn activity in daily PA summaries and cycle reports

For questions about setup, contact your IT administrator. For feature requests or issues, contact Outermind support.