Sequences overview

Sequences are automated workflows that send emails and SMS messages and create tasks for a household over a set number of business days. Use sequences to standardize outreach — onboarding new clients, nurturing prospects, or re-engaging inactive households — without manually tracking follow-ups. Once you enroll a household, Slant handles the timing and delivery automatically.

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How sequences work

A sequence is a series of steps spread across business days (weekdays, excluding holidays). Each step is an automated email, automated SMS, or task. When you enroll a household, Slant schedules each step based on its assigned business day and runs it automatically.

• Email steps send an email from your connected email account to the household’s head of household (and optionally other members)
• SMS steps send a text message from the phone integration you choose when enrolling the household
• Task steps create a task assigned to the user who enrolled the household (or another team member you specify)

Steps run on business days only — weekends and holidays are skipped.

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Key concepts

• Steps — The individual emails, SMS messages, and tasks that make up a sequence. A sequence can have up to 6 email steps, with SMS and task steps spread across up to 20 business days. See Creating sequences for details.
• Enrollments — When you add a household to a sequence, that creates an enrollment. Each enrollment tracks its own progress through the steps independently. See Managing enrollments for details.
• Publishing — Changes to steps are not applied until you click Publish changes. This lets you edit multiple steps before committing. Published changes only affect future enrollments — households already in the sequence continue with the original steps.
• Enabling and disabling — New sequences start as inactive. You must enable a sequence before you can enroll households. Disabling an active sequence pauses all current enrollments.

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Auto-finish triggers

Sequences automatically finish an enrollment early when the household responds:

• Email reply — If the household replies to any email in the sequence, the enrollment finishes immediately.
• Meeting scheduled — If a meeting is scheduled with anyone in the household, all active enrollments for that household finish.
• Inbound call — If you turn on Finish on inbound call in the sequence’s settings, an incoming call that happens after enrollment from someone in the household or contact finishes that sequence’s enrollment.

This prevents continued outreach after you’ve already connected with the household.

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AI-generated sequences

When you create a new sequence, you can provide a description of what the sequence should accomplish. Slant uses AI to generate a starting set of steps based on your description — including email subjects, body content, and task titles. You can then edit the generated steps before enabling the sequence.

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Enrollment limits

Each connected email account can have up to 500 active enrollments across all sequences and books that send from that account. Capacity is additive, so a book with five available email accounts can have up to 2,500 active enrollments distributed across them. The combined count is displayed at the top of each sequence page. Finished and paused enrollments do not count toward the limit.

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Where sequences appear

• Sequences page — Access all your sequences from Sequences in the sidebar under Platform. This is where you create, edit, and manage sequences and their enrollments.
• Household records — Each household’s Records tab shows a Sequences section with active and past enrollments, plus the ability to enroll directly.
• Bulk actions — You can enroll multiple households at once from the clients or prospects list page.
• Automations — Automations can add or remove households from sequences automatically based on triggers you define.

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FAQ

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Next steps