Sequences

Open Outreach and pick a row. The sequence opens in the window beside the queue (on a phone it fills the screen). A sequence is one pitch to one person: an initial email and its follow-ups, sent from one connected mailbox. Follow-ups stop the moment the person replies.

You use the window twice. Before launch, to read what Autopilot drafted, fix it and sign it off. After launch, to see what went out, what sends next, and to decide on anything that stopped. Signing off and launching are covered in Reviewing and launching.

What you see

From top to bottom:

• The identity line. The page title (click it to open everything about the page), the domain, a state chip when it says something the stage does not, and the "Why this page" toggle carrying the page's 0 to 100 priority.
• A lead band, only when a decision waits: an email whose delivery is unknown, a failed send, a reply nobody has decided on, a paused sequence, a fee ask (a publisher quoting a price; see Fees, placements and wins), or "Set aside 27 Sep" on a parked draft.
• To and From. The recipient's name, role and address with its verification signal ("Verified", "Accept-all", "Risky", "Checking", "Failed", "Unchecked"). Hover the address to see where it came from. "N at this page" switches between people at the same page. On a draft, "Recipients" or "Find a person" opens the recipient control (see Contacts and verification). From shows the sending mailbox.
• The schedule. "3 emails" on a draft, "1 of 3 sent" once live, then one tab per email ("Initial", "Follow-up 1") with its timing, and the "Sends" chip at the row's end.
• The email. The subject, a line saying when it sent or sends, the body, and one sign-off line. On a live row with a reply, the reply comes first, with its tone and a summary.
• The action bar. One main button for the stage, "Edit", and a more menu.

Steps and timing

Each tab's short timing says where that email stands. On a draft, the first email reads "On launch" (or "From 3 Oct" when you set a start date) and each follow-up "+3 days". Once live, you see "Sent 12 Sep", a booked time such as "Thu 09:00", an estimate such as "3 Oct (est)", or a word: "Held", "Paused", "Not booked", "Not sent".

Under the subject the same fact reads as a sentence: "Sends on launch, first slot Thu 09:00", "Sends 3 days after the last email, if no reply", "Sent 12 Sep at 09:00", "Held while you are talking. Nothing sends on its own." A "(queued)" mark means the mailbox's daily cap, or emails queued ahead, are holding a booked email back.

Times are in the mailbox's time zone. Dates marked (est) are estimates that can move.

The Sends chip

"Sends" at the end of the schedule row is this sequence's own timing. Click it to:

• pick send days and an optional time of day ("At (optional)"); any day is the default;
• apply a preset, or "Save current timing as a preset" for other drafts;
• set "Don't start before", a start date (offered until the first email has gone);
• read "First email goes <date>": the earliest slot this timing and the mailbox hours allow (the daily cap and emails queued ahead can still push it later);
• check "For every draft in this project" to make it the project's default timing;
• open "Mailbox limits", the outer guardrails of the sending address.

"Save" keeps the change. Clicking away saves too; Escape discards. Without timing of its own, a sequence follows the mailbox window, and the mailbox window and daily cap always apply. Mailbox limits and the project's sending window are explained in Sending schedule and limits.

Follow-up waits are set in the editor: press "Edit", and each follow-up shows "waits N days" (0 to 30; 0 means the same day). To set timing for several drafts at once, check them in the queue and press the calendar button in the selection bar ("Timing for N").

Sender and sign-off name

The From line is the mailbox the sequence sends from. On a draft you can pick another mailbox when several are connected. A sender marked "disconnected" has to be reconnected, or swapped for a connected mailbox, before launch. Changing the sender clears the sign-off, because the sign-off name and signature belong to the sender.

The sign-off name is set per mailbox under Settings, then Mailboxes, in the "Sign-off name" field. Emails sent from that address sign off with it. A project can name its own default sender under project settings, "Outreach identity", "Send from": "No preference: use any active mailbox" or one mailbox.

Signature

The signature is added at send. It is never baked into the draft. The sign-off line under the email says what will happen:

• "+ signature at send · <first line>", with the whole signature on hover;
• "No signature set on <mailbox>, so these go out unsigned. Add one in Mailboxes";
• "Unsigned by choice for this client.", when the project chose to send unsigned;
• on a live sequence, "Signature: From your mailbox, added when it sends".

A mailbox can hold several signatures with one default. A project picks one under "Outreach identity", "Signature": "Mailbox default (<name>)", a named signature, or "None: this client's mail goes out unsigned". Editing a signature updates every unsent email that uses it. Only the signature saved in sourcesignal is added; the one set in your mail app is not. See Mailboxes.

Why this page

The evidence pane sits beside the email (under it on a narrow screen), open by default and remembered per browser. It shows:

• "Priority N", the page's 0 to 100 priority for outreach, with its explainer beside the figure;
• the editorial hook, the reason to pitch this page; when the first email opens with it, the pane says "Your first email opens with it." and the body highlights that sentence;
• key numbers in one line, such as how many tracked prompts cite the page and on which engines, the domain's rank and search traffic, and any price the publisher quoted before;
• the prompts citing it (each opens the AI answer) and the competitors those answers name, tagged "On the page" or "Publisher";
• the gap row: "<Brand> is not on the page", "<Brand> is named on the page, with no link" or "Already links to you";
• folds: "Why pitch it", "Where the AI cites it", "Competitors", "The publisher" and "Your history" ("Promoted by a rule" or "Promoted by hand").

Anything not known reads "Not known yet".

Editing a draft

Press "Edit". Every email gets an editor with "Subject", "Body" and, for follow-ups, the wait in days; "Save step" saves one. A draft also saves typed text on its own before a sign-off, launch, recipient switch or park, so nothing you typed is lost. When that save happens as you launch, the launch stops, so you can read the saved copy and sign it off again.

While the editor is open, two rewrite controls appear:

• All emails. The chip reads how the draft is written now ("All emails · AI · project prompt", "All emails · Template · <name>"). Open it to switch: "AI writes it" from the "Project prompt" or from a set of AI instructions, "Use a template" to render your own copy for this recipient, or "Write them all again" to keep the current setup and write every email again. Switching rewrites every email, loses your edits and clears the sign-off.
• Rewrite this email. One email only. Add an optional note ("shorter, lead with the data point, no question at the end", up to 1,000 characters) and press Enter, or take the email from one of your templates. Every other email stays as it is.

Two banners ask you to fix the copy before you sign it off: "Uses wording the Never list bans: …" and a wrong-name warning ("Fix the name, or rewrite this email for them."). Any edit, rewrite or sender change clears the "Reviewed" sign-off. Templates and the outreach prompt are covered in Templates and AI instructions.

Editing a live sequence

"Edit upcoming (N)" opens only the emails that have not sent. Changing a wait moves that email's send date. An email already booked to send can be edited but not rewritten; pause first for that.

The bar also offers "Pause" or "Resume sending", "Open reply" when someone wrote back, and in the more menu "Send the next email now" (outside the send window and the daily cap, and not while an email's delivery is unknown) and "Stop this sequence…", which cannot be undone. The tracker offers most of these on each card too: "Pause", "Resume sending", "Send now", "Stop" and "Edit upcoming (N)".

Step marks and delivery unknown

"Delivery unknown" means the mail provider accepted the email and then reported an error. It may already have reached them, and it never re-sends on its own. The window leads with "The first email may have reached them: its delivery is unknown." and the bar says "Nothing more sends until you decide on the first email." You have two exits:

• "It was sent": records it as sent and books the follow-up. Sends nothing.
• "It wasn't, send it": queues this email to send again.

A failed email is different: the provider refused it, so nothing went out. While the sequence still runs, the band reads "Follow-up 1 failed to send." with the provider's words in plain language.

Parking

Park a draft you want out of the way without discarding it: "Park this draft" in the more menu, or check rows and press "Park". A parked draft leaves Needs review, Ready to launch, All and the Autopilot deck, and waits under Parked. Its window reads "Set aside 27 Sep. It stays out of Needs review and the deck until you bring it back." and its first email "Sends only after you bring it back and launch it".

"Bring back" returns it to the stage it left: Needs review, or Ready to launch signed off as you left it. Nothing is deleted or rewritten, and nothing sends until you launch it, or Spot or your agent does where you set "Emails and posts to publishers" to Apply at once. You can park or bring back up to 500 drafts at a time.

Limits

• A template or a set of AI instructions holds up to four emails. A draft written from the project prompt alone has three or four, unless the outreach prompt's "Follow-up instructions" ask for a different number.
• A follow-up waits 0 to 30 days after the previous email.
• A rewrite note is up to 1,000 characters.
• Mailbox limits: "Per day" 1 to 500 emails (50 by default), "Gap (sec)" 0 to 3,600 seconds (90 by default).

Good to know

• Move through the queue with the arrow keys or j and k. Enter opens a row, Space checks a draft for the selection bar. Inside the window, the arrow keys move between email tabs.
• On a draft, when the same person is the contact on other pages of the project, the window says so and "Choose the page" lets you keep one page for them and park the rest.