What sequences do
A sequence is a series of email and task steps that execute automatically on a schedule. When you enroll a household, they receive each step in order with timing you define — day 1, then day 3, then day 10, for example. Sequences work well for:- Prospect outreach — Systematic follow-up with new leads
- Onboarding emails — Welcome series for new clients
- Review reminders — Scheduled touchpoints before annual reviews
- Event follow-up — Post-meeting nurture campaigns
How sequences work
Create the sequence
Define your email and task steps with timing between them. You can build from scratch or use AI to generate steps from a prompt.
Configure your steps
Write email content with personalization variables and set up task steps for manual follow-ups.
Enroll households
Add households manually from the sequence detail page, or automatically via workflow automation.
Sequence limits
Sequences have limits designed to protect deliverability and prevent over-communication:| Rule | Limit |
|---|---|
| Maximum email steps | 6 per sequence |
| Maximum duration | 20 business days |
| Emails per day | 1 per enrollee |
| Active enrollments | 100 total across all sequences in a book |
| Sending hours | Business hours in the book’s timezone |
| Sending days | Business days only (no weekends) |
Step types
Sequences support two step types:- Email steps — Send an automated email to the enrolled household’s recipients. Supports rich text, personalization variables, file attachments, and reply threading.
- Task steps — Create a task assigned to the appropriate team member. Useful for phone call reminders or manual touchpoints.
Automatic exit conditions
Enrollments automatically finish when:- A recipient replies to any email in the sequence
- A meeting is scheduled with the enrolled household
- A recipient unsubscribes from emails
- Someone manually exits the enrollment