Automation Sequences

Automation sequences enable time-based follow-up actions after events occur in your workflows.

Sequence Types

Interval-based

• Actions after specific intervals
• Multiple steps with delays
• Recurring sequences

Fixed Date

• Scheduled future actions
• Date-specific triggers
• Calendar-based workflows

Setting Up Sequences

1. Create Sequence

   • Select starting trigger
   • Define initial action
   • Set time intervals

2. Add Time-based Steps

   • Choose delay period
   • Configure actions
   • Set conditions
   • Add follow-ups

3. Configure Actions

   • Email notifications
   • Record updates
   • Status changes
   • Custom actions

Common Use Cases

Follow-up Sequences

• Customer onboarding
• Lead nurturing
• Support follow-ups
• Project milestones

Drip Campaigns

• Welcome series
• Training sequences
• Product updates
• Engagement flows

Time Configuration

• Intervals: hours, days, weeks, months
• Fixed dates and times
• Business hours handling
• Timezone considerations

Related Resources

Campaign Integration Create email sequences and drip campaigns

Logic Builder Add conditional logic to sequences