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To create a new flow, navigate to Flows in the web app and click the New Flow button. You will be guided through the flow builder interface.
New to Flows? Check out our First Flow Guide for a comprehensive, deep-dive tutorial on setting up your first sequence.

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Building a Flow

Name the Flow

Give it a descriptive name for internal reference (e.g., “Mid-Market Q4 Nurture” or “New Funding Outreach Sequence”).

Select an Audience (Optional)

You can link the flow to a specific Audience immediately, or do it later.
  • Example: Tie it to your “New Signups” audience so everyone in that list automatically enters the flow.

Add Steps

Define the sequence of actions. You can mix and match various step types to create a cadence (e.g., LinkedIn Connection -> Email Day 1 -> Call Day 3).See “Available Step Types” below for details.

Configure Logic

  • Delays: Set wait periods (e.g., “Wait 3 days after previous step”).
  • Conditions: (Advanced) Set logic triggers, such as “Only send Step 3 if the prospect clicked the link in Step 1.”

Approval Settings

Decide how automated steps behave:
  • Auto-Send: The email goes out on schedule without intervention.
  • Require Approval: Creates a draft in your Tasks view for you to review before sending.

Publish

A draft flow won’t enroll anyone until you click Publish. Once live, it immediately accepts enrollments from audiences, signals, or manual adds.

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Available Step Types

You can structure your cadence using these building blocks. Click each card to learn how to configure them in detail:

LinkedIn Automation

Automate profile views, connection requests, and messages.

Email

Send AI-personalized or templated emails to your prospects.

AI Agents

Deploy Researchers and Prospectors to gather data and filter leads.

Conditional Split

Branch the flow based on prospect data, behavior, or signals.

Manual Tasks

Create reminders for Calls and non-automated actions.

Delay

Add wait periods between actions to mimic natural timing.

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Editing Active Flows

You can edit a flow even after it is published. First Touch handles the logic to ensure a smooth experience for active prospects.
Edits to steps generally affect anyone who has not yet reached that step.
  • Example: If you change the content of the “Day 5 Email,” prospects who are currently on Day 2 will receive the new content when they arrive at Day 5. Prospects who have already passed Day 5 remain unaffected.
You can pause a flow by Unpublishing it. This stops new enrollments and pauses the progression for current prospects.