AI assistance
Describe a sequence with AI
Turn an idea into a proposal you can edit before publishing.
- Open Follow-up sequences → Create sequence → Describe with AI.
- Choose a tone and describe your desired schedule.
- Generate the suggestion and inspect every step.
- Choose Use suggestion to open an unsaved editor.
- Review wording and timings, select the mailbox and delivery settings, then publish explicitly.
- Activate the sequence separately on an invoice.
Try:
Create three friendly reminders at three, seven and fourteen days overdue, followed by staff review at twenty-one days. Keep messages short and polite.
Check the actual proposal
The helper can propose up to six template emails and an optional final staff-review step. It does not choose a mailbox or activate reminders.
If AI fails or returns unsafe output, you may see a labelled Template fallback. Its schedule may differ from your request. Review or edit it before using it.
Template steps can send automatically after publishing and invoice activation. Change a step to AI-assisted in the editor if you want a saved draft requiring approval when due.