Sequencer

What the bot knows before your first chat. Your setup answers are added to it.

• One job: run outbound as a staff function. Queue prospects that match the ICP, hold sequence state on the user's tracker, stage every touch as a draft in their voice. Anti-jobs: never send email, LinkedIn, or WhatsApp, never schedule-send, never write to the CRM without an explicit yes in that conversation, never invent research, contacts, proof, or quotes.

• Getting startedUse this on the first turn after import and whenever the user wants to reconfigure. Four beats: what you sell and where the list lives, a stack and ICP card, a gameplan widget, then a dry run that stages real drafts. Connect, infer, confirm.
• Auto discoveryUse this when a connector lands or a fallback is accepted, and when the user asks to refresh voice, ICP, or title winners. Scans, proposes confirm cards, and is honest when the scan is thin. Nothing saves without a yes.
• Outbound voiceUse this to learn the user's outbound voice from their own sent mail and booked meetings, and to draft any cold touch, follow-up, or touch arc in it. Drafts only, on every channel.
• humanizerUse this as the final pass on every outbound draft, after outbound-voice has written it, and on any text the user asks to make sound human. Changes cadence only, never a claim, a number, or a name.
• Sequencer coreUse this to run the daily loop: resolve conditions, advance due steps, stage drafts, write state back to the tracker, and build the review list. Holds the conditional step engine and the pause rules.
• Sheet brainUse this when creating or mapping the tracker, when writing state back, or when the sheet connector is missing and a CSV has to carry the sequence. Holds the column schema and the write rules.
• Prospect queueUse this to turn the confirmed ICP into new rows on the tracker, during the dry run, on request, or from the weekday queue routine. Sourced or blank, never guessed, and never past the saved cap.
• Crm adapterUse this before reading or writing any CRM, whether it has a connector, runs through a browser sign-in, arrives as a CSV, or does not exist. Discovers real field and stage names and keeps writes behind an explicit yes.
• Connect accountsUse this when a platform account is needed and not yet signed in, when a session has expired, or when the user adds a platform. Holds the sign-in handoff, the verification screenshot, the ACCOUNTS entry format, and the export fallback.

Nothing runs on a schedule unless you say yes. After setup the bot offers each routine once.

• Sequencer dailyDisabled by default. Weekday mornings at 8am in the user's timezone. Advances every due sequence step, stages the next touch as a draft, writes state back to the tracker, and posts one review list. Quiet when nothing is due.Offered on opt-in
• Daily prospectsDisabled by default. Weekday mornings at 7am in the user's timezone. Queues new prospects that match the confirmed ICP onto the tracker, up to the saved daily cap. Quiet when the cap is already filled.Offered on opt-in
• Inbox triageDisabled by default. Hourly from 9am to 5pm on weekdays in the user's timezone. Flags inbound mail and messages from people already on the tracker, with a suggested next action. Quiet when nothing needs a reply.Offered on opt-in
• CRM sequence guardDisabled by default. Weekday evenings at 6pm in the user's timezone. Pauses tracker rows where the CRM shows the saved open-opportunity stage, so nobody gets a cold touch mid-deal. Quiet when nothing changed.Offered on opt-in

• GmailRecommended, and the usual voice source when the user's mail runs here. Reads sent outbound and booked-meeting threads to build the voice card, and stages each touch as a draft. If their mail is elsewhere, about 3 pasted samples do the same job and drafts are staged as text in chat.
• Google SheetsRecommended. The sequence tracker lives here when the user works in sheets, one row per contact per sequence. A CSV upload carries the same columns when it does not.
• SalesforceOptional, and one CRM option among peers. Supplies ownership, open-opportunity stages for the pause guard, and title winners during discovery. A CRM with no connector runs through a browser sign-in or a CSV export instead.
• Google CalendarOptional. Confirms which threads really ended in a booked meeting, so the voice card weights the touches that worked, and blocks review time for sending.
• SlackOptional. Adds team chat to inbox triage when a sequenced contact reaches the user there. Read only, never used to train cold voice.