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

# Creating sequences

> Build automated email and task sequences, configure steps, and manage sequence settings.

Create a sequence to automate a series of emails and tasks that run on a schedule when you enroll a household.

## Create a sequence

<Steps>
  <Step title="Open the sequences page">
    Click **Sequences** in the sidebar under **Platform**.
  </Step>

  <Step title="Click + New sequence" />

  <Step title="Enter a name">
    Type a name for the sequence in the **Sequence name** field.
  </Step>

  <Step title="Optionally describe the sequence">
    In the **Description of what the sequence should be** field, describe who the sequence is for, the ideal outcome, and what steps to include. Slant uses AI to generate a starting set of steps based on your description. Leave this blank to start with default steps.
  </Step>

  <Step title="Click Create sequence">
    The sequence is created and you're taken to the sequence detail page. If you provided a description, AI-generated steps appear after a few seconds.
  </Step>
</Steps>

New sequences start as **inactive**. Edit the steps and [enable the sequence](#enable-or-disable-a-sequence) when you're ready to start enrolling households.

## Edit steps

The **Steps** tab shows all steps in the sequence, organized by business day. Each step is either an **automated email** or a **task**.

### Email steps

Each email step includes:

* **Subject** — The email subject line.
* **Body** — The email content, with rich text formatting.
* **Reply to previous email** — Check this to send the email as a reply in the same thread as the previous email step. When enabled, the subject line is inherited from the previous email.
* **Attachments** — Click the attachment icon at the bottom of the step to add files.
* **Signature** — Your email signature is appended automatically when the email is sent.

<Note>
  Deceased household members are automatically excluded from head, spouse, and household leader placeholders in the subject and body.
</Note>

### Task steps

Each task step includes:

* **Title** — The task name.
* **Description** — Additional details for the task.
* **Priority** — The task priority level.
* **Label** — A label for categorizing the task.
* **Assigned** — The team member responsible for the task.
* **Due in** — How many days after the step runs the task is due.
* **Email options** — Whether to associate the task with an email.

### Add a step

<Steps>
  <Step title="Click Add step">
    Click **+ Add step** in the top-right corner of the Steps tab.
  </Step>

  <Step title="Choose the step type">
    Select **Email** or **Task**. You can have up to 6 email steps per sequence.
  </Step>

  <Step title="Set the business day">
    Enter the business day (1–20) when this step should run.
  </Step>

  <Step title="Fill in the email or task details" />
</Steps>

<Note>
  Only one email step is allowed per business day. Task steps have no per-day limit.
</Note>

### Move or delete a step

Click the <Icon icon="ellipsis-vertical" /> menu on any step to access:

* **Move step** — Change the business day the step is assigned to.
* **Delete step** — Remove the step from the sequence.

### Publish changes

Changes to steps are saved locally until you publish them. When you have unpublished changes, a bar appears at the bottom of the Steps tab:

* Click **Publish changes** to save all edits.
* Click **Discard** to revert to the last published version.

<Note>
  If the sequence has active enrollments, publishing changes only affects future enrollments. Households already enrolled continue with the steps as they were when enrolled.
</Note>

## Duplicate a sequence

To create a copy of an existing sequence:

<Steps>
  <Step title="Open the sequences list">
    Click **Sequences** in the sidebar.
  </Step>

  <Step title="Open the row menu">
    Click the <Icon icon="ellipsis" /> menu on the sequence you want to copy.
  </Step>

  <Step title="Click Duplicate sequence">
    Enter a name for the copy and confirm. The duplicate includes all steps and settings from the original.
  </Step>
</Steps>

The new sequence is created as inactive.

## Sequence settings

Click the **Settings** tab on any sequence to configure:

### General settings

* **Sequence name** — Edit the sequence name inline.

### Sender settings

* **Default sending account** — Choose which connected email account sends emails for this sequence. If not set, emails send from the email account of the user who enrolls the household.

<Tip>
  If no email integrations are connected, go to **Settings** → **Email** to set one up.
</Tip>

## Enable or disable a sequence

Toggle **Enable sequence** in the top-right corner of the sequence detail page. You can also click the <Icon icon="ellipsis" /> menu on the sequences list and select **Activate** or **Deactivate**.

* **Enabling** allows you to enroll households and starts processing steps for active enrollments.
* **Disabling** pauses all active enrollments immediately. When you re-enable, you're asked whether to automatically resume the paused enrollments or leave them paused.

## Delete a sequence

<Steps>
  <Step title="Open the sequence settings">
    Click the **Settings** tab on the sequence.
  </Step>

  <Step title="Click Delete sequence">
    In the **Danger zone** section, click **Delete sequence** and confirm.
  </Step>
</Steps>

<Warning>
  Deleting a sequence is permanent. Emails already sent and tasks already created remain on the associated households but are no longer linked to a sequence.
</Warning>

<Note>
  You must remove all active enrollments before you can delete a sequence.
</Note>

## FAQ

<AccordionGroup>
  <Accordion title="What are the default steps for a new sequence?">
    If you don't provide an AI description, a new sequence starts with five steps: a welcome email and a task on day one, a follow-up email on day three, a check-in email on day ten, and a final email on day twenty.
  </Accordion>

  <Accordion title="Can I edit a sequence that has active enrollments?">
    Yes. You can edit and publish changes at any time. However, changes only apply to future enrollments — existing enrollments continue with the original steps.
  </Accordion>

  <Accordion title="What happens when I disable a sequence with active enrollments?">
    All active enrollments are paused immediately. When you re-enable the sequence, you can choose to resume them automatically or leave them paused for manual review.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Manage enrollments" icon="users" href="/platform/sequences/managing-enrollments">
    Enroll households and track progress through a sequence.
  </Card>

  <Card title="Sequences overview" icon="book-open" href="/platform/sequences/overview">
    Learn how sequences work and key concepts.
  </Card>
</CardGroup>