Overview
A sequence is a repeatable outreach plan made up of emails, tasks, and delays. Use one to introduce your product, follow up with a prospect, or coordinate outreach across your team. For example, a sequence can send an introductory email, wait two days, and create a phone call task for a rep. Each person you add to a sequence has an enrollment that tracks their progress. The sequence defines the plan; the enrollment records what has happened for that person and what is due next.Build and personalize your outreach
Choose step types to match your follow-up: automatic emails, manual emails, phone calls, and action items. Add delays to space out the steps. Automatic emails send prepared content; manual emails give a rep a task to review and send the message. With a template sequence, you write the content and use personalization to adapt it to each person. Variables insert details such as a name or company, snippets reuse copy, and smart snippets generate passages from your instructions. Agentic sequences use prompts to generate email content and task notes for each person. Review the generated drafts in chat before approving their enrollments. Follow Create a sequence to build and publish your first template sequence.Set how the sequence runs
Two settings bring your team’s outreach preferences into the sequence:- A send schedule sets the days, hours, time zone, and skip dates for automatic emails.
- A ruleset controls enrollment eligibility, exclusions, task assignment, and email settings.