Sequences and follow-ups

4 min readsequences-builder

Build multi-step email flows that stop automatically on reply.

Sequences are reusable multi-step email flows. Build once, enroll leads whenever you want.

Creating a sequence

/sequences → New sequence
Name + description
Stop on reply toggle (leave on — strongly recommended)
Add steps with the Add step button

Each step has:

Delay (hours from the previous step). Step 1 fires immediately, step 2 fires delayHours after step 1, step 3 fires delayHours after step 2, etc.
Subject line
Body — use tokens like {{lead.firstName}}, {{lead.company}}, {{lead.role}}

Drag the grip handle on each step to reorder.

Example: 3-step cold outreach

`
Step 1 (0h) — "Quick question about {{lead.company}}"
Hi {{lead.firstName}},
[your opener referencing their business]
Worth a 15-min chat?
Best,
[your name]

Step 2 (48h) — "Re: {{lead.company}}"
Hi {{lead.firstName}},
Bumping this in case it got lost — any interest?
Best,
[your name]

Step 3 (120h) — "Closing the loop"
Hi {{lead.firstName}},
No worries if the timing isn't right. Closing the
loop on my end — feel free to reach back out if
anything changes.
Best,
[your name]
`

Tokens

Token	Example output
`{{lead.firstName}}`	"Patrick"
`{{lead.fullName}}`	"Patrick Collison"
`{{lead.role}}`	"CEO"
`{{lead.company}}`	"Stripe"
`{{lead.email}}`	"patrick@stripe.com"

Missing values fall back to defaults ("there" for first name, "your team" for company) so your sends never show raw {{lead.firstName}}.

Enroll a lead

Open any lead → Enroll in sequence button
Pick the sequence + the mailbox to send from
Click Start sequence

The first email fires within 1 minute (the sequence worker ticks every minute). Subsequent steps run at the scheduled delays.

Stop on reply

When Stop on Reply is enabled (default on), the sequence immediately halts as soon as the lead replies. Our IMAP poller catches the reply within 5 minutes, links it to the lead, and flips the enrollment status to REPLIED. The sequence worker never picks up stopped enrollments.

This is the safety net that prevents you from emailing someone 3 times after they said "not interested".

Editing a live sequence

You can edit sequences even while enrollments are running. Changes apply to future sends. If you shorten the step list, enrollments past the new end auto-complete. If you lengthen it, enrollments pick up the new steps.

When sequences are the wrong approach

One-off personal follow-ups — don't waste a sequence slot on a single manual message
High-touch enterprise sales — multi-step sequences feel robotic for $100k+ deals
Mixed-intent lists — if half your leads are already customers, they don't belong in a cold sequence