Sequences
A sequence is an ordered plan of actions, copy, delays, and conditions. It is created without recipients; each enrollment chooses a sender and can carry its own messaging angle or copy.
Review the audience and copy before enrollment. Enrollment makes future actions executable after the configured delay. The grace period is not a separate per-message approval queue.
Workflow
- Create and read back the full plan, including acceptance conditions.
- Check the selected people's history, exclusions, and sender.
- Enroll the reviewed subset and inspect queued, sent, and stuck work.
- Pause to edit shared copy; stop an enrollment to end its remaining steps.
In practice
Create an invite and an acceptance-gated message, then enroll one reviewed person with an individual opener. Read the queue before adding the rest of the approved cohort.
Boundaries
Recorded replies stop follow-ups, but delayed ingestion and a send already dispatched can affect timing. Cancellation cannot recall a sent message. Check the thread and execution state when taking over manually.
Tools for this workflow
- create_sequence
Create an ordered outreach plan with copy, delays, and conditions.
- get_sequence
Inspect campaign copy, performance, and the work waiting to send.
- add_to_sequence
Enroll one person with their own angle and per-step copy.
- update_sequence
Change a sequence's copy, steps, goal, or execution status.
- stop_sequence_and_send
Replace active sequence follow-ups with one reviewed message or thread reply.