Sequences
Multi-step email, sent on cadence.
Helm Sequences send multi-step email automatically, one step at a time, with a delay you set between each. Messages send from your own address. Contacts exit the moment they reply, bounce, or unsubscribe. Agents enroll the right people straight from your CRM and pipeline, so follow-up never stalls because someone got busy.
Everything you need to run sequences.
Built into the platform. No add-ons, no integrations, no per-feature pricing.
Ordered, multi-step
Build a sequence as a series of steps. Each step is a subject and body. The sequence walks each enrolled contact through them in order.
Per-step delays
Set the wait before each step in minutes, hours, or days. Step one goes out on enrollment, the rest follow on the cadence you define.
Smart auto-exit
A contact who replies, bounces, or unsubscribes is removed automatically. No more emailing someone who already answered you.
Sends from your sender
Each enrollment locks to a verified sender identity, so messages go out from your real address and deliverability stays yours.
Agents enroll for you
An SDR or Account Manager agent can enroll a contact by name or email from the CRM, pipeline, or a Slack command. No CSV uploads.
Enrollment-safe edits
Sequences run draft, live, or archived. The sender for an in-flight enrollment is snapshotted, so editing a live sequence never reroutes mail already in motion.
Wired into every other app by default.
Set Sequences up once. The rest of the platform uses it forever. One data layer, no sync, no glue scripts.
Sequences send through the same connected mailbox and sender identities as your 1:1 email.
Enroll any contact straight from the CRM. Unsubscribes write back to the person record.
Run outreach and nurture sequences against deals at a given stage.
A workflow can enroll a contact in a sequence when a trigger fires.
A sequence is steps plus delays.
Create a sequence, add steps, and set a delay before each one. The first step sends when a contact is enrolled. Each later step waits its delay, then sends. Every enrollment tracks where the contact is in the sequence and when the next message is due, so a hundred people can each be at a different step without you tracking any of it by hand.
The exit matters as much as the send.
A sequence should never out-stay its welcome. When a contact replies, the sequence exits so a human can take the thread. When an address bounces, it exits so you stop hurting your sender reputation. When someone unsubscribes, it exits and the choice is written back to the contact record. You set whether reply and bounce trigger an exit per sequence.
Your agents keep the pipeline warm.
Sequences are most useful when an agent runs them. A Sales Development Rep agent can enroll a new lead the moment it lands. An Account Manager can drop a quiet client into a check-in sequence. Agents enroll by name or email, scoped to the tools you grant them, so follow-up happens whether or not anyone remembered to do it.
The difference an integrated sequences makes.
Follow-up lives in your head and a reminder you keep snoozing. Mass-email tools sit outside your CRM, send from a shared pool, and keep emailing people who already replied. Personalization means a mail-merge token.
Sequences run inside the platform, on the same records your team and agents use. They send from your address, stop the second a contact replies, and an agent can enroll the right people without you lifting a finger.
What happens when you use it.
A cold lead lands in the pipeline.
The SDR agent enrolls it in a three-step outreach sequence. The contact exits the moment they reply.
A client has gone quiet for a month.
An Account Manager agent enrolls them in a check-in sequence that pauses the instant they respond.
A prospect unsubscribes mid-sequence.
They exit immediately and the unsubscribe is written back to their contact record, so no other sequence re-adds them.
You edit the copy on a live sequence.
Contacts already mid-flight keep their snapshotted sender. New enrollments pick up the change.
Agents that run on Sequences.
AI staff with scoped access, configurable autonomy, and the same data your team uses.
Sales Development Rep Agent
byHelmRuns outbound prospecting, qualifies inbound fast, progresses early-stage deals, and keeps the CRM clean.
ACAccount Manager Agent
byHelmRuns client check-ins, drafts recaps and QBRs, tracks account health, and flags at-risk accounts before renewal.
Sales Representative Agent
byHelmDrafts estimates and proposals, follows up, keeps the forecast honest, and hands closed-won deals to delivery.
Works with the rest of the platform.
Questions about Sequences.
How is a sequence different from a workflow?
A sequence is a linear series of emails sent on a delay to a contact you enroll. A workflow is event-driven automation across every app (create a task, post to Slack, send an email when a trigger fires). They work together: a workflow can enroll a contact in a sequence. Sequences are about paced email follow-up; workflows are about reacting to events.
Does it send from my own email address?
Yes. Each enrollment resolves to a verified sender identity and sends through your connected mailbox, so the contact sees your real address. Helm does not route sequence mail through a shared sending pool.
What happens when someone replies?
By default the contact exits the sequence on reply, so a human can pick up the conversation and no further automated steps go out. Exit on reply and exit on bounce are configurable per sequence. Unsubscribes always exit and are recorded on the contact.
Can an AI agent enroll contacts on its own?
Yes. Agents with the right tool access can enroll a contact by name or email, scoped to their permissions and autonomy level. An SDR agent can enroll new leads; an Account Manager can enroll quiet clients. You decide which agents get the enrollment tool.
Does Helm support A/B testing, open tracking, or branching steps?
Not today. Sequences are purpose-built for paced, linear follow-up that sends from your own mailbox. A/B splits, open and click tracking, and conditional branches are not in the current release. For high-volume marketing sends, connect a tool like Klaviyo via Composio and let an agent drive it.
How many contacts can be in a sequence at once?
Each contact has its own enrollment that tracks the current step and the next send time, so many contacts can move through the same sequence independently. Sending still respects your connected mailbox and any sender limits it imposes.
Try Sequences in Helm.
Every app included. Agents come standard. Per-workspace pricing, no per-seat tax.