> ## Documentation Index
> Fetch the complete documentation index at: https://docs.emanate.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Sequences Overview

> Automated multi-step LinkedIn and email outreach for cold prospects

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.

<Tip>
  Sequences V1 focuses on LinkedIn and email outreach. Voice steps are intentionally out of scope and still belong in [Campaigns](/growth/overview).
</Tip>

## 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

<Steps>
  <Step title="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.
  </Step>

  <Step title="Configure">
    Choose the send window, timezone, daily email cap, stop rules, sending inbox, LinkedIn account, and custom variables.
  </Step>

  <Step title="Test">
    Preview rendered steps and confirm the copy, variables, and personalization before launch.
  </Step>

  <Step title="Activate">
    Activate the sequence when the structure and settings look right.
  </Step>

  <Step title="Enroll">
    Add leads from the sequence detail page or from the Leads table.
  </Step>

  <Step title="Execute">
    A background worker checks due enrollments every 5 minutes, executes the current step, logs activity, and advances the lead.
  </Step>

  <Step title="Track">
    Monitor high-level metrics, per-step funnel performance, lead progress, replies, and email opens.
  </Step>
</Steps>

## Supported Step Types

| Step Type     | What it does                                                                                                                         |
| ------------- | ------------------------------------------------------------------------------------------------------------------------------------ |
| **Email**     | Sends outreach from the connected inbox. Email steps can use variables and optional AI personalization at send time.                 |
| **LinkedIn**  | 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](/sequences/overview), 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    |

<Tip>
  Edit the signature once and every active and draft sequence picks up the change on the next send, no need to republish or duplicate sequences to roll out a new signature.
</Tip>

## 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

<CardGroup cols={2}>
  <Card title="Launch Your First Sequence" icon="sparkles" href="/tutorials/first-sequence">
    Build, test, activate, and monitor a live sequence
  </Card>

  <Card title="How to Build a Successful Sequence" icon="lightbulb" href="/tutorials/build-a-successful-sequence">
    Targeting, cadence, and copy practices that drive replies
  </Card>

  <Card title="Leads Overview" icon="users" href="/leads/overview">
    Prepare the leads you want to enroll
  </Card>

  <Card title="Inboxes" icon="mail" href="/demand/connecting-inboxes">
    Connect the inbox you want to send from
  </Card>

  <Card title="Campaigns" icon="megaphone" href="/growth/overview">
    Use Campaigns for outbound voice calling
  </Card>
</CardGroup>