Overview
Sequences are automated multi-step campaigns that execute engagement actions across X, LinkedIn, and Instagram, plus email. Each sequence walks leads through a configured flow of actions (likes, follows, DMs, comments, connection requests, emails) with AI-personalized messaging and natural timing.
What Is a Sequence?
A sequence is a series of steps that execute automatically against enrolled leads. Each step performs an action (like a post, send a DM, follow the account) with configurable delays between steps. Sequences support branching logic via condition steps that route leads based on whether they replied.
A typical sequence might look like:
Day 1: Like their recent post
Day 2: Follow them
Day 3: Send a personalized DM
Day 5: Condition- if replied, stop. If not, send a follow-up DM.
Sequence Statuses
Draft
Initial state- can be configured and edited
Scheduling
Actions are being scheduled for enrolled leads
Active
Running- actions are scheduled and executing
Paused
Temporarily stopped (can be resumed)
Completed
All leads have finished the sequence
Failed
Sequence encountered a critical error
Platform Support
When creating a sequence, you select which accounts to use: an X account, a LinkedIn account, an Instagram account, or a combination. At least one social account is required. Email steps become available when a mailbox is connected to the parent X or LinkedIn account. Individual steps specify which platform they target, so a single sequence can mix steps that execute on different platforms.
Supported Actions
Each step in a sequence performs one of these action types:
DM
X, LinkedIn, Instagram
Send a direct message (AI-personalized)
Email (Gmail/Outlook)
Send an email from a connected mailbox
Like
X, LinkedIn, Instagram
Like/react to a lead's recent post
Comment
LinkedIn, Instagram
Comment on a lead's post
Follow
X, Instagram
Follow the account
Watch Story
View a lead's active Instagram stories
Connection Request
Send a LinkedIn connection request
Condition
X, LinkedIn, Instagram, Email
Branch based on lead status (replied vs. not replied)
Each step has a defined order, platform-specific settings, positioning data for the visual flow editor, and a reference to the next step for linear flow progression.
AI Message Personalization
Every message sent through a sequence is personalized using the lead's enriched data. The system supports two layers:
Direct substitution - template variables replaced with lead data (identity, network stats, company info, enrichment insights, contact info, and more)
AI-inferred placeholders - filled by the AI model from lead context ({{role}}, {{pain_point}}, {{question}}, and any custom placeholder you define)
AutoReach provides 30+ built-in template variables across categories like identity, company data, professional profile, web enrichment insights, and contact info. The AI draws on the lead's profile data, recent activity, enrichment intelligence (tech stack, funding, company context), the offer's knowledge base (RAG), and tone examples configured on the sequence.
See DM Personalization for the full variable reference.
Sequence Execution
Scheduling
Actions are scheduled automatically and executed one at a time to avoid rate limit issues.
Lead selection order: Higher-priority leads (based on buyer score and signal recency) get earlier time slots.
Step progression: Each step's connection determines what happens next. Condition steps evaluate lead status and branch accordingly. After each action completes, the next step is queued with the configured delay.
Natural Timing
Sequence execution uses natural pacing - actions are spaced across the day, grouped into human-like sessions, and include realistic delays for reading and typing. Activity varies by time of day and day of week to match natural patterns.
Activity Window
Outreach only executes during the configured activity window. Activity windows are per-account: each connected LinkedIn, X, and Instagram account has its own schedule and timezone. A window is defined as one or more time blocks per day (for example a morning block plus an afternoon block), capped at 8 hours of total active time per day. The default for a new account is 09:00-13:00 plus 14:00-18:00 (8h), Monday to Friday, weekends off. When an account acts on a lead, the acting account's window governs the schedule. Actions outside the window are deferred to the next open slot.
Configure per-account in Accounts → [account] → Configuration → Activity window card.
Lead Statuses in a Sequence
Pending
Enrolled but not yet contacted
Active
First action executed, progressing through steps
Paused
Temporarily paused (sequence paused or manual)
Replied
Lead has replied to at least one message
Meeting Booked
Meeting scheduled
Completed
Sequence flow completed for this lead
Failed
Action execution failed
Lost
Manually removed from sequence
Daily Send Limits
Each sequence has a configurable daily action limit (per-sequence) that protects account health. Limits reset at midnight in the acting account's timezone. If a limit is reached, remaining actions are deferred to the next day. LinkedIn connection requests are also tracked under a separate per-account daily limit. See Scheduling for the full limits table, enforcement details, and daily connection limits.
Conversation Follow-Ups
Sequences support automatic follow-ups for stale conversations:
Conversation follow-up enabled
false
-
Follow-up wait days
3
1–30
Max follow-up count
2
1–10
The system finds conversations with no recent activity and schedules follow-up messages automatically.
Adding Leads to Sequences
Validation before enrollment:
Lead must have platform data matching the sequence (X profile for X sequences, LinkedIn for LinkedIn sequences)
Lead must not already be enrolled in this sequence
Lead must not be blacklisted
If "Skip contacted leads" is enabled: lead must have no previous contact history
For X sequences: lead must be able to receive DMs
Leads failing validation are skipped with a reason. If the sequence is active, scheduling begins immediately for new leads.
Reply Detection and Opt-Out
Reply detection is passive- incoming messages in a conversation update the lead's status to "Replied" and increment the sequence's reply counter.
Opt-out handling uses a blacklist system:
Blacklist accounts manually from the Leads page
Blacklisted leads are automatically removed from all sequences
Blacklisted accounts cannot be re-enrolled
The system does not auto-blacklist based on replies- opt-out decisions are left to the user
Sequence Metrics
Leads Added
Total leads enrolled
Contacted
Leads that received at least one action
Replied
Leads with status "Replied" or "Meeting Booked"
Meetings
Leads with a meeting scheduled
Reply Rate
Replied / Contacted
Conversion Rate
Meetings / Replied
Acceptance Rate
Connection requests accepted / sent (LinkedIn only)
Metrics are updated automatically when lead statuses change. Step-level execution stats are available via the activity log, which tracks every action with status, timestamps, and execution data.
Key Sequence Settings
Daily Actions
Max total actions per day across all channels (likes, comments, follows, DMs, connection requests, emails). Default 20.
Auto-Enroll Active Buyers
Automatically add leads scored as active for this offer
AI Prompt
Custom 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)
Skip Contacted Leads
Skip leads with prior contact history
Skip Negative Posts
Skip leads with negative content in recent posts (LinkedIn only)
Skip Old Posts (days)
Skip leads whose recent posts are older than N days (LinkedIn only)
Prefer Original Posts
Prefer original posts over reposts for engagement
AI Replies Off by Default
Disable AI auto-responses for new conversations
Max AI Responses per Conversation
Cap on AI responses per conversation (default 0 = unlimited)
Next Steps
Building Sequences (Flow Editor): Learn the sequence builder interface
Supported Actions by Platform: Detailed reference for each action type on X vs LinkedIn
DM Personalization: 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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