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

# How to Build a Sequence

> Design multi-step LinkedIn and email flows on a visual canvas, with branches, delays and CRM updates.

A sequence is the path each lead follows: the steps, the waits between them, and the branches depending on what the lead does. Only **Owners** and **Managers** can create or edit sequences. Everyone else sees them read-only.

## Create one

Go to **Sequences → New sequence**, enter a **Name** (for example *Founders — invite + 2 follow-ups*) and an optional **Client**, then click **Create and open**.

The Sequences list shows each sequence's status, sender pool and counts (live, completed, replied, sent, queued). From the **…** menu you can **Duplicate**, **Archive**, or **Delete** a sequence. Only draft or archived sequences can be deleted.

## The builder

The builder has the **step palette** on the left, the **canvas** in the middle, the **step settings** on the right, and a **validation bar** along the bottom.

<Steps>
  <Step title="Add steps">
    Click a step in the palette, or drag it onto the canvas. Steps are grouped as Outreach, Social, Logic, CRM, Integrations, AI and Flow. See the [step reference](/sequences/creating-managing-sequences/sequence-nodes).
  </Step>

  <Step title="Connect them">
    Drag from one step's handle to the next. Steps that branch have one labeled handle per outcome, for example **connected** / **no connect** on Wait for connection. Error-type outcomes are red, and false or no-connect outcomes are amber.
  </Step>

  <Step title="Configure each step">
    Click a step to edit it on the right: the message text, the **Wait before this step** delay (1 day ±20% by default), and the **Execution mode**:

    * **Auto** runs inside the sender's schedule and budgets.
    * **Manual** creates a task, and the step runs when a teammate completes it.
  </Step>

  <Step title="End every path">
    Every path must reach an **End** step. Use **Auto-layout** to tidy the canvas and **Fit** to zoom to it.
  </Step>

  <Step title="Save, or publish">
    On a sequence that has never been activated, **Save** (`Ctrl`/`⌘` + `S`) writes the steps and creates a [version](/sequences/creating-managing-sequences/version-history).

    Once it has been activated, your edits go into an auto-saved **draft** and the button becomes **Publish**, which first shows you who the change affects. See [Drafts and publishing](/sequences/creating-managing-sequences/draft-and-publish).
  </Step>
</Steps>

## Top bar

| Control                     | What it does                                                                                                                                                                                                                               |
| --------------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ |
| **Pool**                    | The senders that run this sequence. Only **Connected** senders can be added. Changing the pool on a live sequence offers to [move waiting leads](/sequences/creating-managing-sequences/editing-a-live-sequence#changing-the-sender-pool). |
| **Assignment**              | How leads are spread across the pool. See [Assignment rules](/sequences/creating-managing-sequences/launch-and-enroll-leads#how-leads-are-given-a-sender).                                                                                 |
| **Use sender schedule**     | Run steps only inside each sender's working hours (on by default)                                                                                                                                                                          |
| **Settings**                | Reply behaviour, out-of-office, enrichment, client and AI brief (below)                                                                                                                                                                    |
| **Versions**                | [Version history](/sequences/creating-managing-sequences/version-history) and which leads are on which version                                                                                                                             |
| **Auto-enrol**              | [Rules that enrol leads on their own](/sequences/creating-managing-sequences/auto-enrol-rules)                                                                                                                                             |
| **Projection**              | Estimate how long N leads take on this pool                                                                                                                                                                                                |
| **Failed leads**            | See why leads failed, then [retry, skip or exit](/sequences/sequence-troubleshooting/recover-failed-leads)                                                                                                                                 |
| **Why isn't this sending?** | Runs a diagnosis on the spot and answers in plain words                                                                                                                                                                                    |

## Sequence settings

Open **Settings** in the top bar. On a running sequence these take effect when you publish.

### When a lead replies

**Stop the sequence for that lead** is on by default. Then choose the scope:

* **Stop this lead everywhere** (default) — a reply on any channel, to any sender, stops every sequence that lead is in. This is what you want: an email reply should stop the LinkedIn follow-up too.
* **Only stop the sender they replied to** — other senders and mailboxes keep going. Rarely what you want.

### After a reply

* **Exit the lead** (default) — the sequence ends and you carry on in the Inbox.
* **Hold for review** — the lead waits on the attention list, and one click resumes the sequence or exits the lead. Set **Exit held leads after (days)**, 30 by default, so nobody is held forever.

### Out-of-office replies

**Resume the lead later** is on by default, after **7 days**. If the auto-reply names a return date, that date is used instead. Turn it off and an out-of-office ends the sequence like any other reply.

### Before the first step

* **Wait for profile enrichment before the first step** — the lead starts once its [profile data](/ai-and-data/profile-enrichment) has arrived, or after 72 hours, whichever comes first.
* **Hold leads until AI-written lines are approved** — the lead waits instead of sending the [fallback text](/ai-and-data/ai-variables-and-review).

### General

| Setting                                       | What it does                                                         |
| --------------------------------------------- | -------------------------------------------------------------------- |
| **Client**                                    | Which client this sequence belongs to                                |
| **Withdraw pending invitations after (days)** | Default 21. 0 turns automatic withdrawal off.                        |
| **Brief for AI**                              | Background the AI uses when drafting copy and reviewing the sequence |

## Letting AI draft copy

**Send invitation**, **Send message** and **Comment on post** have a **Let AI draft** option with an **AI brief** field. You can also use the **AI draft + approval** step.

AI drafts are never sent on their own. Each one becomes a **Review AI draft** task, where a teammate edits, approves or rejects it. See [Tasks](/sequences/creating-managing-sequences/manual-tasks-and-ai-drafts).

## Validation

The bar at the bottom shows **Graph is valid**, or the number of errors and warnings. Click an item to jump to the step it's about.

<AccordionGroup>
  <Accordion title="Errors (must be fixed before activating)" icon="circle-xmark">
    * An invitation note is too long: 300 characters, or 200 if a free LinkedIn account is in the pool. [Spintax](/sequences/creating-managing-sequences/personalization-variables#spintax) is measured at its **longest** combination.
    * A message, comment or InMail is over its [limit](/sequences/creating-managing-sequences/personalization-variables#character-limits).
    * **Wait for connection** has no *connected* branch.
    * There's no path to an **End** step.
    * A step points to a step that doesn't exist.
    * There's a **Send email** step, but no mailbox in the pool.
    * A **Send message** step has no invitation, wait for connection or InMail before it, and isn't set to send always.
    * A step has more than 5 variants, or its variant weights are all zero.
    * An **A/B split** or **AI routing** step has a branch with nothing connected.
  </Accordion>

  <Accordion title="Warnings" icon="triangle-exclamation">
    * A condition is missing its true or false branch.
    * AI drafting is on, but there's no brief.
    * A tag, list, stage, sequence or webhook hasn't been selected.
    * A step can't be reached from Start.
    * An email step has no `{{unsubscribe_link}}`.
    * A voice-note step has a pool sender with no recorded clip.
  </Accordion>
</AccordionGroup>

## Related articles

* [Sequence Nodes](/sequences/creating-managing-sequences/sequence-nodes)
* [Drafts, Publishing and Version Pinning](/sequences/creating-managing-sequences/draft-and-publish)
* [Personalization Variables and Fallbacks](/sequences/creating-managing-sequences/personalization-variables)
* [How to Launch a Sequence and Enroll Leads](/sequences/creating-managing-sequences/launch-and-enroll-leads)
