Design a Sequence
Build multi-step outreach workflows with actions, conditions, wait times, and integrations.
A campaign sequence is a workflow graph that defines what happens to each lead, in what order, and under what conditions. Unlike simple linear sequences, Obert's sequences support branching, conditions, and integration steps.
Sequence building blocks
Actions
Actions perform outreach on behalf of your sender accounts.
| Action | What it does |
|---|---|
| Send Connection Request | Sends a LinkedIn connection request with an optional note (max 300 characters). |
| Send Message | Sends a direct message to a connected lead. Supports AI-generated personalization. |
| Send InMail | Sends a LinkedIn InMail with a subject line and body. Uses InMail credits. |
| Like Post | Likes a recent post by the lead. Useful for warming up before outreach. |
| View Profile | Views the lead's LinkedIn profile, triggering a "who viewed your profile" notification. |
Conditions
Conditions check a lead's state and branch the workflow accordingly.
| Condition | Branches |
|---|---|
| Check Connection | Connected → one path. Not connected → another path. |
| Check Reply | Replied → one path. No reply → another path. |
Timing
| Step | What it does |
|---|---|
| Wait | Pauses the lead's progress for a set number of days or hours. |
| End | Terminates the sequence for this lead. |
Integration steps
| Step | What it does |
|---|---|
| Add to Instantly | Syncs the lead to an Instantly email campaign. |
| Add to HeyReach | Syncs the lead to a HeyReach list. |
| Add to Clay | Sends lead data to a Clay enrichment table. |
| Send Slack Notification | Posts a message to a Slack channel with lead details. |
Build a sequence
- In the campaign editor, click on the sequence canvas.
- Click Add Step to place your first node.
- Choose the step type (action, condition, wait, or integration).
- Configure the step's settings in the panel that opens.
- Connect steps by dragging edges between nodes.
- For condition nodes, label each outgoing edge (e.g., "Connected" vs. "Not Connected").
Example: Basic outreach sequence
A typical first campaign looks like this:
- View Profile — trigger a "viewed your profile" notification.
- Wait 1 day.
- Send Connection Request — with a short, personalized note.
- Wait 5 days.
- Check Connection.
- Connected → Send Message (a follow-up introducing your product).
- Not Connected → End.
This sequence spaces out touchpoints to feel natural and gives leads time to respond.
AI-generated messages
For Send Message and Send Connection Request steps, you can enable AI personalization:
- Write a message template with instructions for the AI (tone, key points, call to action).
- Toggle AI Personalization on.
- Obert generates a unique message for each lead based on their profile data.
- If Require Approval is enabled, messages queue for your review before sending. You approve them in Campaigns → Approvals.
AI-generated messages are drafted when the lead reaches that step in the sequence, not when the campaign launches. This ensures the content reflects the latest profile data.
Timing and send windows
Each wait step defines the minimum delay before the next action. The actual send time also depends on:
- Sender working hours — configured per LinkedIn account in Settings
- Recipient timezone — if "Respect recipient timezone" is enabled on the sender account
- Daily rate limits — if the sender has hit their daily cap, the action waits until the next day
This means a "Wait 3 days" step may result in a 3–4 day actual delay, depending on when the next valid send window opens.