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sequence_create

Create automated outreach campaigns with timed email sequences and multi-channel steps for sales prospecting and follow-up workflows.

Instructions

    Create a new email sequence with steps.

    This is a powerful tool for creating automated outreach campaigns.

    Args:
        name: Sequence name
        steps: List of step configurations. Each step should have:
            - type: "auto_email", "manual_email", "phone_call", "action_item",
                    "linkedin_connection", "linkedin_message", "linkedin_view", "linkedin_interact"
            - wait_time: Time to wait before this step (integer)
            - wait_mode: "minute", "hour", or "day"
            - For email steps, include emailer_touches with:
                - type: "new_thread" or "reply"
                - subject: Email subject (supports {{variables}})
                - body_html: Email body HTML (supports {{variables}})
        schedule_id: Optional sending schedule ID
        active: Whether to activate immediately

    Returns:
        Created sequence details

    Example:
        sequence_create(
            name="New Outreach Campaign",
            steps=[
                {
                    "type": "auto_email",
                    "wait_time": 0,
                    "wait_mode": "minute",
                    "emailer_touches": [{
                        "type": "new_thread",
                        "subject": "Quick question about {{company}}",
                        "body_html": "<p>Hi {{first_name}},</p><p>I noticed {{company}} is growing...</p>"
                    }]
                },
                {
                    "type": "auto_email",
                    "wait_time": 3,
                    "wait_mode": "day",
                    "emailer_touches": [{
                        "type": "reply",
                        "subject": "Re: Quick question about {{company}}",
                        "body_html": "<p>Following up on my last email...</p>"
                    }]
                }
            ]
        )

    Available variables: {{first_name}}, {{last_name}}, {{company}}, {{title}},
                        {{email}}, {{phone}}, {{city}}, {{state}}, {{country}}
    

Input Schema

TableJSON Schema
NameRequiredDescriptionDefault
nameYes
stepsYes
schedule_idNo
activeNo

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