Overview
Agentic sequences use instructions to write emails and task notes for each person. Use them when your outreach needs more individual context than a name or company field: for example, an introduction based on the person’s role and the account research available in Unify. Start by describing the outreach you want in chat. Unify creates a sequence with steps, delays, and prompts for the content. When you add people, it generates their drafts in an enrollment queue. You review the content and approve each person before their sequence begins. Connect a sending mailbox before generating recipient drafts. Your sequence’s ruleset and any engagement policy also determine which people you can enroll.Create your sequence
1
Describe your outreach
Open chat and describe the audience,
the reason for reaching out, and the follow-up you want. Include the step
types, delays, tone, and information that should shape each person’s content.For example:
Create an agentic sequence named “Research-led introductions” for revenue operations leaders. Introduce Unify using verified role and company information, then follow up two days later. Keep each email brief and direct.
2
Review the template
Open the sequence card in chat to inspect its steps and example content.
The template preview illustrates how the sequence reads. Recipient drafts
use the information available for each person you add.Click Edit template to adjust prompts, steps, or delays. Use
Show preview to switch from a step’s instructions to its example content.
Publish your changes when the template is ready.
3
Generate recipient drafts
Ask chat to prepare drafts for the people you want to contact and specify
the sending mailbox. For example: “Prepare drafts in Research-led
introductions for Taylor Morgan using my connected mailbox.”
Unify checks their eligibility and generates personalized content for the
enrollment queue.
4
Review and enroll
Select a person in the queue and review their emails and task notes.
Confirm that the sender, recipient, and personalization are correct.
Edit the content directly or ask chat for a specific revision.When the content is ready, click Enroll in sequence. To approve several
people together, select their drafts and click Enroll selected. Approval
starts their enrollments; automatic emails follow the sequence’s
send schedule.