Sequence Builder
What you draw is the thing that runs, not a picture of it that somebody has to go and build. Thirteen kinds of step go on the canvas, wired to each other by the answers to questions asked along the way.
One catalog, thirteen kinds, and the ports each hands back
2 outgoingProduct figures from the platform’s own defaults - not customer averages
How it works.
Thirteen kinds, sorted into six shelves
Email, timing, branches, actions, multichannel and end. The entry box is placed for you and cannot be added again; the other twelve you drag on or click in. Builder and engine read the same catalog file, so neither can hold an opinion the other does not.
No fork can be left half-wired
A plain box has one outgoing port. A behavior question has two, named for the answer. A split has one per arm, and the disposition box one per category you type in plus a catch-all. Dropping a second edge on a port that already has one replaces it, so a port only ever leads somewhere.
It writes itself down while you work
A second after you stop dragging, the whole thing is saved, with each box position tucked in beside that step's settings. Reopen it anywhere and the layout survived. Open one that was written straight to the database and it gets laid out top to bottom for you.
Editing tomorrow does not move anybody who started today
Publish compiles first and rejects two shapes: a graph with no valid entry box, and a box whose own edge points straight back at itself unless that box is a pause. Nothing looks for a longer ring. What passes is frozen as a numbered version, and anybody already mid-cadence stays on the number they began under.
Two moments in every run.
Every run passes through the same seven. Sequence Builder is the lit ones, and everything either side of it is a different page in this category.
- 01Trigger
the thing that happened first
- 02Enrol
how somebody gets onto it
- 03Wait
the pause, and what governs its length
- 04Branch
the fork, and which side is taken
- 05Act
the mail, the text, the task that goes out
- 06Measure
what counts as it having worked
- 07Exit
how somebody comes off it
The specifics.
8 facts- Kinds available
- Send email, pause, opened, clicked, replied, call outcome, split, call task, text, goal, tag, end, and the entry box
- Palette shelves
- Six. Email, timing, branches, actions, multichannel and end
- Edges per port
- One. Wiring a new edge from a port drops whatever was there before
- Rejected at publish
- No valid entry box, and any box wired directly back into itself unless that box is a pause. A longer ring is not looked for
- Versioning
- Publish freezes a numbered copy. Editing the draft afterward does not disturb anybody already running
- Set on the box itself
- Split weights, the pipeline-stage filter on the goal box, and the person a call step is assigned to, each on the inspector for that kind of box
- Not the same as
- This is the drawing surface. The machinery that walks what you drew is Email Sequences
- Who may change one
- Manage-settings on the workspace, or any tenant administrator. Reading one needs only a seat
What starts this, and what it starts.
Automation is only ever a middle. These are the things that set it running and the things that run because of it.
More in Automation & Flows
12 capabilitiesSequences, dispositions and outside triggers that act without being asked.
One address per source, sitting outside the login. The same delivery is never counted twice, every exchange is filed, and a new address cuts that source off.
Two versions of one cadence, side by side. Nobody lands on both and nobody switches halfway, because the side is decided by arithmetic on their own record.
Nobody gets a message at ten past three in the morning. A pause coming due outside the hours you set is pushed forward before the time is ever written down.
One do-not-contact list per workspace, read on enrollment and read again inside the send, so an address added mid-cadence still stops the next message.
Nobody builds the list by hand. New leads enroll themselves as they are created, and the four checks that can refuse one run on every route into a cadence.
Stop writing to somebody who already bought. Name the deal state that means the cadence worked, and reaching it stamps the run and takes the branch behind it.
The do-not-call mark, the callback and the task happen because a rep picked the code, not because they remembered. Twenty-six behaviors, twenty codes shipped.
Six things set a CRM rule off: stage change, field update, new record, reassignment, schedule, inactivity. A filter stops it waking for everything that moves.
Send the mail, assign the owner, raise the task, set the field, move the stage, call a webhook. Six actions, none a placeholder, run in the order you set.
The check between a rule firing and an action actually running. Eight comparisons, every one an AND, so a rule covering either of two things gets built twice.
A text step on the same canvas as the mail and the call. It lands in the thread the SMS inbox reads, so the cadence and whoever answers see one conversation.
A key on a versioned path, seen exactly once, held to the same role and profile a person on your floor is, so it never reaches further than they would.
The rest of the platform.
Five more categories, all on the same record and the same bill. Each card names three of its capabilities, so you can tell from here whether it is worth opening.
Automation & Flows
See sequence builder on your own floor.
Thirty minutes, your numbers and your data. We will set sequence builder up live and you can decide from the thing itself rather than from this page.
14-day trial · no card · migration included