Building Sequences (Flow Editor)
A sequence is your outreach playbook: an ordered list of actions (likes, follows, connection requests, DMs, emails) that AutoReach runs against every lead enrolled in it. You build one sequence, and it runs the same flow for hundreds of leads on your behalf — that's how outreach scales.
The flow editor is a visual sequence builder. You design sequences as connected nodes on a canvas, configure each step's action and timing, then save and start the sequence.
You usually don't start here. If you're new, let Autopilot create your first sequence — it picks the right default flow for your platform. Open the flow editor when you want to customize the steps, change timing, add branching, or build a sequence that doesn't match the default templates below.
Creating a New Sequence
Navigate to Sequences in the sidebar
Click Create Sequence
Enter a sequence name
Associate an offer (required- the create button is disabled without one)
Select platform accounts- at least one of Twitter or LinkedIn is required
Click Create
The sequence is created in Draft status and opens in the flow editor with a default template applied based on the selected platform(s).
Once set, platform accounts cannot be changed on a sequence- this prevents workflow disruption mid-execution.
Default Templates
When a new sequence is created, a default flow template is applied based on the configured accounts:
X (Twitter) template:
LinkedIn template:
Combined X + LinkedIn template:
Each template includes pre-configured delays between steps. Templates can be modified after creation - adjust the timing and steps to match your outreach style. Use the "Reset to Default" dialog to restore the original template.
The Flow Editor Interface
The flow editor displays your sequence as nodes connected by edges on a canvas:
Nodes represent actions (like, DM, follow, etc.) or logic (conditions)
Edges (arrows) show the execution flow between steps
Handles (small circles on nodes) are connection points- drag from a source handle to a target handle to create edges
Drag nodes to reposition them on the canvas
There is no explicit "Start" node- the entry point is the topmost node (lowest Y position on the canvas).
Adding Steps
Using the "+" button: Click between nodes or at the end of the flow to open the step popover and select an action type.
Drag-to-connect: Drag from a node's source handle and drop on empty canvas to open a creation menu where you select the new step type.
Deleting Steps
Hover over a node to reveal the delete button. When a step is deleted, the chain is repaired- any step that pointed to the deleted step is automatically updated to point to the deleted step's next step, preserving flow continuity.
Saving
Saving is manual- click the "Save Sequence" button. An "Unsaved changes" indicator appears when the flow has been modified. The save operation validates the flow structure before persisting.
What gets saved:
Visual layout- node positions, edges, and viewport state for the flow editor
Execution model- action configurations, step order, and step connections
Action Types
Like
X, LinkedIn
Like a lead's recent post
Comment
Comment on a lead's LinkedIn post (AI-generated from post content)
Follow
X
Follow the account
DM
X, LinkedIn
Send a direct message
Gmail, Outlook
Send an email from a connected mailbox
Condition
-
Branch based on lead status
Connection Request
Send a connection request
Withdraw Connection
Withdraw a pending or accepted connection
Configuring Steps
Click any node to open its configuration panel on the right side.
Common Settings (All Action Types)
Platform
X or LinkedIn (for actions that support both)
Delay Days
Days to wait before executing (0 = immediate)
Delay Minutes
Additional minutes (0–59)
Label
Optional display name for the step
Total delay = (days x 24 hours) + minutes. Displayed on the node as "Delay: 1d 15m" or "Immediate" for zero delay.
DM Configuration
Message template
Required- message text with {{variable}} placeholders
AI prompt
Optional- custom AI instructions for personalization
Use the variable picker to browse available placeholders. The AI personalizes the template for each lead using their profile data, recent activity, and offer context.
Email Configuration
Subject
Required. Email subject line, supports {{variable}} placeholders
Body
Required. Email body, supports {{variable}} placeholders
AI personalization
Optional. When on, AI rewrites the body per lead using profile and offer context
Email steps require at least one connected mailbox (Gmail or Outlook). Recipient domain determines which mailbox sends; neutral domains use your Primary mailbox. See Email Channel for full details.
Comment Configuration
AI prompt
Optional - custom instructions for comment generation
Comments are AI-generated from the lead's most recent LinkedIn post content. If no AI prompt is set, the sequence's comment prompt ("How AI comments on posts") is used as default instructions.
Connection Request Configuration
Connection note
Optional personalized note (max 300 characters, character count shown)
Auto-withdraw days
Auto-withdraw if not accepted within N days (default 14, range 1–30)
The connection note supports {{variable}} placeholders for personalization.
Condition Configuration
Condition type
What to evaluate (see table below)
Retry interval (days)
Days between rechecks
Max retries
Max rechecks before falling to FALSE branch
Condition types:
Replied
Lead replied to a previous message
Followed back
Lead followed back (X only)
Has profile
Lead has a filled-out profile on the target platform
Connection accepted
LinkedIn connection request was accepted
Condition nodes have two outgoing branches: TRUE (left handle, green) and FALSE (right handle, red). Each branch can connect to a different next step. The condition is evaluated at the scheduled time- if false and retries remain, it rechecks after the retry interval. After exhausting retries, the FALSE branch executes.
Example: "Recheck every 3 days, up to 3 times" = 9 days max before falling to the FALSE branch.
Flow Validation
Editor Validation (Before Save)
At least one node must exist
All action nodes must be reachable from the entry node (topmost)
No orphaned nodes
DM nodes must have a non-empty message template
Condition nodes must have at least one branch edge (true or false)
Pre-Start Validation (Before Activation)
Sequence must not already be active
At least one configured account must exist and not be paused for health issues
At least one step must be configured
At least one pending or active lead must be enrolled
Sequence Settings
Beyond the flow itself, configure overall sequence behavior:
Enrollment & Lead Filters
Skip contacted leads
Don't re-reach leads contacted in other sequences
Skip negative content
Skip leads with controversial or toxic posts (LinkedIn only)
Skip old posts (days)
Only reach leads with activity within N days (LinkedIn only)
Prefer original posts
Prefer original posts over reposts for engagement
Daily Limits
Each sequence has a single unified daily action limit covering all channels (likes, comments, follows, DMs, connection requests, and emails). LinkedIn connection requests are also tracked per-account separately. See Scheduling for full enforcement details.
AI Temperature
Controls how strictly the AI follows your prompt rules vs. allowing creative variation. Range 0 (strict) to 1 (default). Lower values produce more predictable, rule-following responses. This setting is only available when your content writing model supports temperature control.
AI & Responses
Max AI responses per conversation
0 (unlimited)
Max auto-replies per conversation (max 100)
AI replies off by default
false
New conversations start with AI off
Follow-Up
Conversation follow-up enabled
false
-
Follow-up wait (days)
3
1–30
Max follow-ups
2
1–10
AI Prompts
AI prompt
General AI instructions for message generation
DM generation prompt
Specific prompt for cold DM generation
How AI comments on posts
Instructions for AI comment generation on LinkedIn posts (LinkedIn only)
Outreach Persona
Configure the sender identity and sales flow used by AI when generating messages:
Sender name
Name used in messages (defaults to your profile name)
Sender role
Your role/title for context
Sender is the founder
Toggle if you are both the sender and the company founder
Founder name
Company founder's name (hidden when sender is the founder)
Sales Flow defines the steps in your closing flow (e.g., video call, free tool, website). Each step has a type, label, link, and an optional description explaining when to use that step. The AI references these steps when guiding leads toward a booking.
Starting and Pausing
Start
Sets status to Active, triggers background scheduling of actions for enrolled leads
Pause
Temporarily stops all pending actions without losing progress. Can be resumed.
Common Sequence Patterns
Soft Engagement First
Builds familiarity before direct contact. The lead sees engagement before receiving a message.
Direct with Conditional Follow-Up
LinkedIn Connection-First
Managing Sequences
Duplicating a Sequence
To reuse an existing sequence design, click Duplicate from the sequence menu. You will be asked to provide a new name and select which accounts to use (X, LinkedIn, or both). The duplicate copies all steps, flow layout, AI prompts, and settings - but starts with no enrolled leads, so you can use it for a different audience or offer.
Viewing the Lead Timeline
Click on any lead within a sequence to see their individual action timeline. The timeline shows every step that has been completed, is currently pending, or has failed - along with scheduled times, execution timestamps, and any error details. This is useful for understanding exactly where a specific lead is in the sequence flow.
Retrying Failed Actions
When an action fails (due to rate limits, network errors, or platform issues), you can retry it by clicking the retry button on the failed action in the lead timeline. Retried actions are rescheduled and re-enter the execution queue.
Filtering Sequence Leads
The sequence leads table supports filters to help you focus on specific subsets of the enrolled audience:
Status
Lead lifecycle status (Pending, Active, Replied, Meeting Booked, etc.)
Current step
Which step the lead is currently on
Has replied / Has meeting / Contacted
Boolean filters for common outcomes
Followers range
Filter by follower count (min / max)
Enrolled date
Filter by enrollment timestamp (after / before)
Next action type
What action is scheduled next (DM, Like, Connection Request, etc.)
Scheduled
When the next action is due (e.g., today, next 7 days)
Connection
LinkedIn connection state: Pending (Sent), Pending (Received), Connected, Withdrawn
Active filters appear as removable chips above the table. Use the sort dropdown alongside to reorder by last action time, score, name, or enrollment date.
Next Steps
Supported Actions: Detailed reference for each action type
DM Personalization and Template Variables: How AI generates personalized first messages
Scheduling: Activity windows, timing, and send cadence
Simulation and A/B Testing: Preview messages and compare variants
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