Automation
Sequences & Workflows
Sequences send multi-step outbound with reply-exit. Workflow rules fire on domain events, conditioned on the audit log. Every automated action writes the rule that fired it back to the same audit log, so a rule that fired wrong is one query away from explaining itself.
Active sequences
3
22 contacts enrolled
Active rules
5
10 fired in last 24h
Templates
4
versioned, merge-aware
Reply-exits, 7d
16
prospects who replied
Sequences
| Name | Status | Enrolled | Completed | Replied | Next step |
|---|---|---|---|---|---|
Pathlight scan follow-up 4 steps | active | 14 | 38 | 6 | Day 3 nudge |
Discovery call no-show recovery 3 steps | active | 3 | 11 | 4 | Day 1 reschedule offer |
Proposal sent, day 5 check-in 2 steps | active | 5 | 9 | 5 | Day 5 soft-close |
Closed-Lost reactivation, 90-day 5 steps | paused | 0 | 4 | 1 | Day 0 reopener |
Workflow Rules
Deal moved to Proposal, send proof-of-craft email and create follow-up task
Deal stage changed · last fired 2d ago
Enabled2 / 24h · 8 / 7dNew scan completed with score below 50, flag for outreach
Pathlight scan completed · last fired 2d ago
Enabled4 / 24h · 14 / 7dContact form submitted with budget over $10k, send instant intro and assign
Contact form submitted · last fired 2d ago
Enabled1 / 24h · 3 / 7dDeal silent for 14 days, reset stage to Qualified and log warning
Deal idle · last fired 4d ago
Enabled0 / 24h · 1 / 7dReply received during sequence, exit enrollment
Email reply received · last fired 2d ago
Enabled3 / 24h · 11 / 7d
Email Templates
| Name | Subject | Merge fields | Used | Last sent |
|---|---|---|---|---|
| Pathlight scan results, day 0 | Your Pathlight scan results are ready | 4 | 142 | 2d ago |
| Pathlight follow-up, day 3 | A few specific things I would change on {{contact.company}} | 5 | 87 | 2d ago |
| Proof of craft, post-call | Reference architectures for {{contact.vertical}} | 3 | 34 | 3d ago |
| Proposal sent, day 5 check-in | Quick follow-up on the proposal | 2 | 19 | 2d ago |