> ## 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.

# Sequences overview

> Automate multi-step email and task workflows for your households.

Sequences are automated workflows that send a series of emails 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.

## How sequences work

A sequence is a series of **steps** spread across business days (weekdays, excluding holidays). Each step is either an automated email or a task. When you enroll a household in a sequence, Slant schedules each step based on the business day it's assigned to and executes them automatically.

* **Email steps** send an email from your connected email account to the household's head of household (and optionally other members)
* **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.

## Key concepts

* **Steps** — The individual emails and tasks that make up a sequence. A sequence can have up to 6 email steps and any number of task steps, spread across up to 20 business days. See [Creating sequences](/platform/sequences/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](/platform/sequences/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.

## 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.

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

## AI-generated sequences

When you [create a new sequence](/platform/sequences/creating-sequences#create-a-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.

## Enrollment limits

Each book can have up to **100 active enrollments** across all sequences. The current count is displayed at the top of each sequence page. Finished and paused enrollments do not count toward this limit.

## 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](/records/households/sequences) with active and past enrollments, plus the ability to enroll directly.
* **Bulk actions** — You can enroll multiple households at once from the [clients](/records/clients/overview) or [prospects](/records/prospects) list page.
* **Automations** — [Automations](/platform/automations/overview) can add or remove households from sequences automatically based on triggers you define.

## FAQ

<AccordionGroup>
  <Accordion title="Can a household be enrolled in multiple sequences at the same time?">
    Yes. Each enrollment tracks progress independently. A household can be in as many sequences as needed, as long as the book hasn't reached the 100-enrollment limit.
  </Accordion>

  <Accordion title="What happens to sent emails and created tasks if I delete a sequence?">
    Emails that have already been sent and tasks that have already been created remain on the household. They are no longer linked to a sequence, but the data is preserved.
  </Accordion>

  <Accordion title="Do sequences send on weekends or holidays?">
    No. Sequences use business days only. Emails and tasks are scheduled during business hours on weekdays, skipping weekends and holidays.
  </Accordion>

  <Accordion title="Who can create and manage sequences?">
    Any user with access to the book can create, edit, and manage sequences and enrollments.
  </Accordion>
</AccordionGroup>

## Next steps

<CardGroup cols={2}>
  <Card title="Create a sequence" icon="plus" href="/platform/sequences/creating-sequences">
    Build a sequence with email and task steps.
  </Card>

  <Card title="Manage enrollments" icon="users" href="/platform/sequences/managing-enrollments">
    Enroll households and track their progress.
  </Card>
</CardGroup>