Skip to main content
To create a new flow, go to Flows in the web app and click the New Flow button. You’ll typically be guided through a flow builder interface:
  1. Name the Flow: Give it a descriptive name (e.g., “Mid-Market Q4 Nurture” or “New Funding Outreach Sequence”). This is for your reference.
  2. Select an Audience (Optional): If you want this flow to continuously run against a specific set of people, you can link it to an Audience now (or you can do this later). For instance, tie it to your “New Signups” audience so that everyone in that list enters the flow.
  3. Add Steps: Define each step in the sequence in order. Common steps include:
    • Email: an automated email sent to the prospect.
    • Delay: a wait period (e.g., “3 days after previous email”).
    • Call Task: a reminder for you to call the prospect.
    • LinkedIn Task: a reminder to send a LinkedIn message or connection request.
    • AI Research step: (if using AI Agents, see below) to gather info before a step.
    • Conditional Split: (advanced) branch the flow if needed, based on some condition or signal.
      You can add multiple steps of different types to structure a cadence (e.g., Email Day 1, Email Day 4, Call Day 5, LinkedIn Day 7, etc.).
  4. Configure Delays and Conditions: For each step, set when it should happen (e.g., X days after the previous step, at a certain time of day). If using conditional logic (for example, only send Step 3 if the prospect clicked the link in Step 1), you would set that up here too.
  5. Approval Settings: Decide for each automated email step whether it should Auto-Send or Require Approval. Auto-send means the email will go out on schedule without your intervention. Require approval means it will create a draft for you to review in Tasks before sending (as covered in Getting Started).
  6. Publish: When the flow is complete, set it live by publishing it. A draft flow won’t enroll or send to anyone until published. Published flows will immediately be ready to accept enrollments (from audiences, signals, or manual adds) and execute steps on schedule. You can pause a flow by unpublishing it, which stops new enrollments (and possibly pauses current ones, depending on design).
Once a flow is published, you can still edit it. Edits to steps will generally affect anyone who hasn’t reached that step yet. For example, if you change the Day 5 email content, prospects who are only on Day 2 will get the new content when they reach Day 5. Those who already passed Day 5 are unaffected. Some things, like changing the linked Audience or certain flow settings, may only apply to new enrollments. First Touch handles these details so you don’t have to micromanage – just know that you can tweak flows as you learn and observe results.