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A sequence sends a series of steps over email and LinkedIn. It draws contacts from a table you already have and stops the moment someone replies.
The sequence editor open on the Builder tab of a running sequence. The canvas has zoom controls and a Fit button, a Sequence start node carrying its contact count, then Opener, Email 2 and Email 3 with a wait of a few days between each, every step counting how many were sent, and a plus button on every connector. The toolbar's Standard campaign button names the campaign. Beside the canvas, the AI writing card reads The agent writes Opener and You write the other 4 messages, above a Check the writing button.

The Builder tab of the sequence editor.

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Create a sequence

Open Sequences. New lists every way to start:
  • Best fit, a campaign, or See all campaigns tailors a tested campaign to your table first, rewriting each step’s prompt for your company. The same choices are the cards under Start with a campaign. See The outbound agent
  • Start the standard campaign opens on three emails, on day 0, day 3 and day 7, which the sequence’s agent writes per contact
  • Use a saved template starts from a sequence you saved
  • Start a blank sequence opens an empty canvas
The editor has four tabs: Overview, Builder, Audience, and Settings. A warning icon marks any tab holding something that blocks launch. Rename the sequence at the top, and use the actions menu for Duplicate or Delete.

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Add steps on the canvas

1

Open the step picker

On the Builder tab, click the plus button on any connector between steps, labelled Insert step. The step lands at that exact point, never only at the end.
2

Find the step

The menu is grouped into Email, LinkedIn and Then check…. Start typing to filter it, and press Enter to add the first match.
3

Choose a step or a condition, and add it

Click Send email, a LinkedIn step, or a condition under Then check… to insert it.
LinkedIn steps run inside your own browser through the Oneprofile extension, using your own LinkedIn account.

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Choose your audience

On the Audience tab, click Choose an audience. Every row with an email address becomes a contact, and matching rows enrol on their own while the sequence runs. See Choose the audience for saved views and enrolment.

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Assign senders

The Settings tab opens on its Senders section. Tick the senders this sequence sends as, or click Add a sender if you have none. Each contact is emailed from one mailbox only, the first one that ever emailed them.

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Launch

Click Launch to open the launch checks. Anything still to do is listed as a to-do, such as “Add a sender”. The button beside it opens where you do it, such as Open Senders. Once the list is clear, the dialog reads Ready to launch: who it reaches, who it sends as, the steps, and when sending starts. Confirm with Launch, which carries the total in credits when the sequence costs any. The dialog then says the sequence is live. Contacts due now start straight away.

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Good to know

Drag the grip beside a step’s name. It moves with every step after it, down every branch of any condition or connection request in between. Each connector it can go to shows Move here; drop it on one.A connector it cannot go to shows nothing, such as one where a condition it carries would have nothing to check. A withdraw never lands on a request’s Connected or Already connected branch, where there is nothing to withdraw. Undo in the message that follows a move puts it back.
It sends nothing. It branches the sequence on something such as a reply, or whether the contact has an email address. See Branch on a condition.A Send connection request step branches too, on the person’s answer. See LinkedIn steps.
It shows on the canvas at once, even while your own edits wait in Review changes. Each step it added wears a New mark.A bar at the foot of the canvas says what it did, such as “AI Assistant added Customer example and Break-up”. On a running sequence it ends ”· Live now”, because the change is already live.Undo on the bar takes the change back. On a launched sequence the undo waits in Review changes for you to apply. On a draft it saves at once.Dismiss, the cross at the end of the bar, clears the bar and the marks. If the change touches a step you were editing, the bar offers Review changes instead of laying it over your edits. There you see both.Review changes lists only your own edits. What the AI Assistant already saved sits below them under Already live, or Already saved on a sequence that is not running.
Click Review the prompt on the bar, or the step on the canvas. The step opens on its Prompt tab, with the words it removed struck through and the words it added marked.The strip above it offers Undo, which puts the old prompt back, through Review changes on a launched sequence. Edit prompt, under the prompt, clears the marks so you can edit it.When it rewrote several, the strip counts them, such as “1 of 3”. A button such as “Next: Break-up” opens the next one.
The dialog stays open and says the sequence is live, how many contacts are on their way, and when the first messages go. Done or See the audience closes it.When contacts start straight away, a message then follows them. It reads “Starting 33 contacts”, then settles on one of these:
  • “33 contacts started” when nothing waits on a person.
  • “33 tasks need approval” when their steps are held for you. Review opens those tasks in Tasks, filtered to this sequence.
Close the dialog before the launch finishes and the message follows at once. With the sending window closed for every sender it reads “Starts in 14 hours”, and with nobody due yet, “Sequence launched”.
Yes. Resuming the sequence, and Resume, Retry or Send now on a contact, start whoever is due at once. The sending window, the sender’s limits and any approval still apply.
They wait the new time, counted from when their wait began. Change a one day wait to two days an hour in, and their next step is due 47 hours after the change. Change it to zero, and it is due at once, then goes out as the sending window and the sender’s limits allow.Contacts who have not reached that wait yet get the new time when they reach it. A step already on its way, such as a LinkedIn step in the queue or an email waiting for approval, keeps its place.How long a connection request waits for an answer changes the same way, counted from when the request went out. Contacts who have already waited longer than a shortened wait go down Not accepted, and Review changes counts them before you apply.
They go on as a new contact would from where they stand. A step you put in front of the one they wait for reaches them first.Delete the step they wait for, and they go on to the step after it, or down the branch you keep. A step they already did is never sent again.A step you put before one they already did never reaches them. A step a browser already started carries on.An email waiting for approval, or a LinkedIn step waiting in its sender’s line, has not started yet. The new step reaches them first, then their own. A step you approved or edited in Tasks keeps them on their step, unless they are still waiting out the wait before it. Nothing has reached them yet, so the new step goes first and the words you approved are kept for when they get there.
It is asked again with the new words, as it would be for a new contact. That covers a step waiting for approval in Tasks and a LinkedIn step waiting in its sender’s line.Words you edited or approved for one contact stay as they are, including the follow-ups approved with an email’s thread. A LinkedIn step the browser has started runs as it is. For a step the agent writes, see The outbound agent.
Yes. A step added after the last one, or at the end of a branch, reaches contacts who finished there too. Each one’s wait counts from when their last step finished.So someone who finished weeks ago gets it at once. Contacts who finished before this was released stay finished.A contact stays finished if since then they replied, opted out, bounced, were marked do not contact or left the audience. So does one another sequence reached or took, and one whose mailbox left this sequence.Review changes counts who goes on before you apply. Delete the new step before it reaches anyone, and they go back to where they finished.
Search sequences finds one by name on the sequence list.
On Settings, under Review rules, the LinkedIn approval and Email approval cards each carry the rule in force. Open one for three choices:
  • Sender default follows the sender’s approval rules.
  • Send when confident adds review for AI-written steps when the agent is unsure.
  • Require approval holds every step of that channel in Tasks.
Stricter sender rules and Needs approval before it sends on individual email steps still apply.
They go out, as they would for a contact reaching the step now. That covers turning off Needs approval before it sends on a step, loosening Email approval or LinkedIn approval, and loosening a sender’s own approval. Review changes says up to how many before you apply.A step something else still holds stays in Tasks, such as a stricter sender, an AI-written message flagged for review, or words you edited and have not approved. Turn approval back on before one sends and it waits for you again.A card already waiting in Tasks before this behaviour was released keeps waiting for you.Turning approval on works the same way. A LinkedIn step waiting in its sender’s line goes back to Tasks, unless the browser has started it or you approved it.
Yes. Click Send with a sequence above the grid, or in the bar that appears with rows ticked. How to start opens on Tailor a campaign, and Continue moves on to the campaign and Who sends it.Any other choice creates the draft straight away, with a Send from picker for its senders.
Only when there is nothing to choose. A workspace with exactly one sender has it added to every new sequence, including copies. With two or more, tick the ones it sends as.
The sequence gives each contact one of its senders at their first step, and keeps that sender and their sending hours. The first email goes from whichever of that sender’s connected mailboxes can send soonest inside the sending window.Every later email to that contact, in any sequence, comes from the same mailbox. If another sequence emailed them first from a mailbox this one does not send from, they stop, and the launch checklist says so.
The contacts its mailboxes already emailed stop at their next email, because no other mailbox emails them. LinkedIn steps before it still run. Review changes counts them before you apply. Add the sender back to resume them, one at a time or with Resume all.Contacts it has not reached go on with a sender still on the sequence, as new contacts would. A step waiting for approval as that sender is asked again as another one. A contact its LinkedIn account already reached stays with that account, because the invitation and the conversation belong to it.
No. The copy starts without an audience, and the confirmation offers Choose an audience to pick one before you launch it.
In the Senders section of the Settings tab, each sender shows a bar for today’s emails against the combined daily limit of its connected mailboxes. A second bar shows the LinkedIn limit closest to running out.With two or more mailboxes, hover the count to see the addresses. Follow Mailboxes and daily limits to change the limits.
A sender already used by another live sequence reads Also in and that sequence’s name, linked to it. They share the same daily limits.

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Next steps

Connect a mailbox

Add the mailbox a sequence sends from.

Senders

Group mailboxes into the profile a sequence sends as.

Inbox

Read and answer the replies that come back.

Tasks

Approve the held steps a sequence creates.

Choose the audience

Point the sequence at a table and control who joins.

Schedule and sending window

Decide which days and hours it sends in.

Clear the launch checks

What a sequence needs before it can send.