Sequences are Emanate’s outbound cadence engine. They let you build reusable outreach flows, enroll leads into them, and move each lead through an ordered series of touches across email, LinkedIn, waits, simple conditions, and manual steps.Documentation Index
Fetch the complete documentation index at: https://docs.emanate.ai/llms.txt
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What You Can Do With Sequences
- Build cold outbound cadences for leads you have not engaged yet
- Combine LinkedIn and email touches in a single reusable workflow
- Start from templates or describe the campaign in chat
- Personalize outreach with lead data, org context, knowledge-base context, and custom variables
- Preview the sequence before launch
- Track enrollments, replies, opens, and per-step completion
Sequence Lifecycle
Build
Start from a template or describe your outreach goal in chat. The builder uses your business context and knowledge base to draft the sequence.
Configure
Choose the send window, timezone, daily email cap, stop rules, sending inbox, LinkedIn account, and custom variables.
Execute
A background worker checks due enrollments every 5 minutes, executes the current step, logs activity, and advances the lead.
Supported Step Types
| Step Type | What it does |
|---|---|
| Sends outreach from the connected inbox. Email steps can use variables and optional AI personalization at send time. | |
| Performs LinkedIn outreach actions such as warming up a profile, sending a connection request, or following up through LinkedIn. | |
| Wait | Delays the next touch so the sequence can space outreach over time. |
| Condition | Adds lightweight branching or gating between steps. |
| Manual | Creates a lightweight task activity and then advances the enrollment. Use it for simple human checkpoints, not a full task workflow. |
AI-Assisted Building and Personalization
- Start from a template or describe the campaign in chat
- The builder uses your org’s business context and knowledge-base context to draft steps and copy
- Generated sequences are currently V1 no-voice
- Email steps can optionally use AI personalization at send time to lightly tailor copy for each lead. Today, that light rewrite is powered by GPT-5.4.
Sequence Settings
| Setting | What it controls |
|---|---|
| Send window | When sequence steps are allowed to execute |
| Timezone | Which local time the send window uses |
| Daily email limit | The maximum number of emails this sequence can send per day |
| Stop on reply | Stops or pauses the sequence for a lead as soon as they reply |
| Stop on bounce | Stops the sequence for a lead if an email bounces |
| Inbox | Which connected inbox sends the email steps |
| LinkedIn account | Which connected LinkedIn account handles LinkedIn steps |
| Custom variables | Reusable placeholders such as {{meetingLink}} or {{productName}} |
Managed Email Signatures
Every email step now uses a managed signature that is shared with Email Campaigns — set once on the Email Settings page and applied automatically to every send.| Behavior | What it means |
|---|---|
| One source of truth | The same signature block renders in sequences and broadcasts. No more per-step copies that drift apart |
| Automatic placement | The signature is applied below the personalized body, inside the rendered HTML shell — so it sits at the bottom of the visible message regardless of template |
| Org-wide editing | Open Email Settings → Inbox → Signature to edit. The inbox dropdown on a sequence step deep-links to the same editor |
| Empty-org safe | Orgs that haven’t configured a signature yet fall back to the inbox display name + reply-to address, so empty-state sequences still send something usable |
Enrollment and Execution
When you enroll leads, Emanate validates them, creates sequence enrollments, and schedules the first step. After that, execution is automatic.- Due enrollments are checked every 5 minutes
- Each execution logs activity for the step that ran
- Waits and conditions determine when a lead becomes due again
- Reply and bounce rules can stop the sequence for a lead automatically
Testing and Tracking
Before launch, use Preview & Test to inspect the sequence safely. After activation, use the sequence detail views to monitor:- Total enrolled, active, completed, and reply rate
- Step funnel counts
- Each lead’s current step and overall progress
- Email opens tracked through the open pixel
Current Boundaries
- Structural step edits are blocked once leads are already enrolled. Finalize the step order before putting leads in flight.
- Manual steps are intentionally lightweight in V1. They create activity records instead of a richer human task workflow.
- Sequences are designed for cold outbound email and LinkedIn cadences, not voice outreach.
Next Steps
Launch Your First Sequence
Build, test, activate, and monitor a live sequence
Leads Overview
Prepare the leads you want to enroll
Inboxes
Connect the inbox you want to send from
Campaigns
Use Campaigns for outbound voice calling