> ## Documentation Index
> Fetch the complete documentation index at: https://docs.unifygtm.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Sequences overview

> Coordinate personalized outreach with emails and tasks.

## 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](/reference/sequences/sequence-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](/reference/sequences/personalization/overview) 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](/reference/sequences/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](/reference/sequences/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](/reference/sequences/send-schedules) sets the days, hours,
  time zone, and skip dates for automatic emails.
* A [ruleset](/reference/sequences/rulesets) controls enrollment eligibility,
  exclusions, task assignment, and email settings.

Choose these in the sequence's settings. Your team can reuse schedules and
rulesets across sequences, while the steps and delays define each sequence's
individual follow-up plan.

Email outreach also needs a
[sending mailbox](/reference/deliverability/mailbox-configuration). Mailbox
setup and sending limits are covered in
[managed deliverability](/reference/deliverability/overview).

## Enroll people and follow up

When the sequence is published, [enroll people](/reference/sequences/enrollments)
manually or use a [play](/reference/plays/overview) to enroll them automatically.
Each enrollment identifies the sender and tracks the person's steps, including
any work waiting on a rep.

Use the sequence's enrollments page to monitor progress and investigate blocked
or paused outreach. Reps complete manual work in their
[tasks](/reference/tasks/overview), and
[replies](/reference/sequences/replies) help them identify conversations that
need a response.

Review [sequence results](/reference/sequences/results) to compare responses
and identify which steps to improve.


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