Create sequence - Autotouch AI

This page documents the canonical HTTP contract for this endpoint.

Step kinds

Kind	Channel	Description
`EMAIL`	email	Email (new or reply). Set `emailSendMode`, `emailIsReply`.
`CALL`	call	Outbound call task.
`CUSTOM`	custom	Free-form task.
`LINKEDIN_CONNECT`	linkedin	Send a connection request. `scriptTemplate` is the invite note (max 300 chars).
`LINKEDIN_MESSAGE`	linkedin	Best-available LinkedIn message delivery: chat for 1st-degree leads, otherwise InMail when available.
`LINKEDIN_CHAT_MESSAGE`	linkedin	LinkedIn chat only. Requires a 1st-degree connection.
`LINKEDIN_VISIT_PROFILE`	linkedin	Visit the lead's LinkedIn profile; this step is always automated and always notifies the lead.
`LINKEDIN_VOICE_MESSAGE`	linkedin	Send a voice note. 1st degree connections only.

Execution graph

Every authored sequence with actions needs flowGraph, including a single action or a straight-line design. Declare version=1 and exactly one intended starting node in entryNodeIds. Explicit edges determine continuation; a single terminal action can have edges=[]. The steps array is an action content catalog; its order, titles, and parentNodeId do not route execution.

Action nodes must reference executable steps with sourceStepId or inline stepConfig. Decision nodes need metadata.decisionType and explicit branch nodes and edges.

For LinkedIn connection branching, attach a condition to the connect action with metadata.decisionType=outcome_wait, metadata.listenFor=linkedin_connection_accepted, and metadata.waitMode=up_to. Route one branch to connected-only actions such as LINKEDIN_CHAT_MESSAGE and the other branch to fallback actions such as email. Use LINKEDIN_MESSAGE for best-available LinkedIn delivery on paths that may not be connected.

Execution modes

executionMode: AUTOMATED creates a scheduled action; MANUAL creates a review task.

Treat automated sending and AI drafting as separate choices. Template-based automation uses fixed templates with executionMode=AUTOMATED. Manual AI-draft review uses executionMode=MANUAL and aiDraft=true. Only use automated AI-written sends when the sequence explicitly opts into trusted AI automation.

Exit rules

stopOnLinkedInReply stops the sequence when a lead replies on LinkedIn.

Creation and activation

This HTTP request saves DRAFT and returns {id, success}. It does not activate, enroll an audience, or send. To activate, bind the exact returned id and separately call Set sequence status with status=ACTIVE, sequences:run, and the required sender and readiness checks.

Command Center's completed new-sequence creation flow normally continues from the saved draft to that separate activation boundary. Under Approve for me, activation is routine and may run automatically after readiness checks; Ask for approval still prompts. Lead enrollment remains sensitive and requires approval under Approve for me. Explicit draft-only or keep-inactive requests stop at DRAFT. A saved draft, preview, or publish receipt does not prove activation; report ACTIVE only after the activation result or a persisted status read. Activation failure leaves the saved sequence available for correction. This default does not authorize enrolling an audience.

Authentication and actor

Developer API key requests use the key owner when actorUserId is omitted; otherwise the explicit actor must be an active same-organization user. An invalid explicit actor is rejected and does not fall back to the key owner. Session requests default to the signed-in user; an explicit sequence actor must be an active same-organization user.

Validation rules

sourceTableId and at least one step are required for developer API key requests; authenticated-session requests follow the model's optional source-table and default-empty-steps fields.
First email step cannot be a reply.
Bulk and personal delivery both support manual email review tasks; automated bulk sends still require provider readiness.
aiDraft generates content at execution time (email subject/body, LinkedIn message, call script).
For ordinary campaign creation, pair aiDraft=true with executionMode=MANUAL so a human reviews the draft.
When a user asks to automate sending without review, use fixed templates with aiDraft=false.
Leads must have linkedin_url to be reachable for LinkedIn steps.

Query parameters

actorUserId · optional
string
Optional actor override; must resolve to an active user in the same org.

Name	Type	Description
actorUserId	string	Optional actor override; must resolve to an active user in the same org.

Body parameters

namerequired
string
Sequence name.
sourceTableId · optional
string
Optional in the model; required for developer API key requests.
sourceTableName · optional
string
Optional display name for the source table.
description · optional
string
Optional sequence description.
steps · optional
array<object>
Action content catalog referenced by flowGraph; array order does not determine execution. Defaults to []; developer API key requests must include at least one step.
flowGraph · optional
object
Required when actions exist, including straight-line sequences. Declare version=1, exactly one entryNodeIds node, action nodes, and explicit routing edges.
exitRulesrequired
object
Exit behavior configuration.
schedulerequired
object
Timezone + working window configuration.
emailDelivery · optional
object
Delivery mode (personal/bulk).
defaultAppendSignature · optional
boolean
Default signature behavior for email steps.
enrollmentRules · optional
object
Optional enrollment policy; omitted values use SequenceEnrollmentRules defaults.
requiredVariables · optional
array<string>
Optional required template variables.
inboxAccess · optional
object
Optional inbox access configuration.
senderAccountIds · optional
object
Optional channel-keyed sender account IDs.
senderBindings · optional
object
Optional channel-keyed sender binding definitions.
allowHqFallback · optional
boolean
Whether call steps may use company phone when lead phone is missing; null/omitted uses the configured new-sequence default.
aiAutomationTrusted · optional
boolean
Trust flag for permitted AI-drafted automated steps; defaults to false.
aiDraftSettings · optional
object
Optional sequence AI-draft settings.
variableMap · optional
object
Optional variable-to-source-field mapping.
voiceStyle · optional
object
Optional voice style settings.
steps[].appendSignature · optional
boolean
Step-level override for signature append behavior.

Name	Type	Description
namerequired	string	Sequence name.
sourceTableId	string	Optional in the model; required for developer API key requests.
sourceTableName	string	Optional display name for the source table.
description	string	Optional sequence description.
steps	array<object>	Action content catalog referenced by flowGraph; array order does not determine execution. Defaults to []; developer API key requests must include at least one step.
flowGraph	object	Required when actions exist, including straight-line sequences. Declare version=1, exactly one entryNodeIds node, action nodes, and explicit routing edges.
exitRulesrequired	object	Exit behavior configuration.
schedulerequired	object	Timezone + working window configuration.
emailDelivery	object	Delivery mode (personal/bulk).
defaultAppendSignature	boolean	Default signature behavior for email steps.
enrollmentRules	object	Optional enrollment policy; omitted values use SequenceEnrollmentRules defaults.
requiredVariables	array<string>	Optional required template variables.
inboxAccess	object	Optional inbox access configuration.
senderAccountIds	object	Optional channel-keyed sender account IDs.
senderBindings	object	Optional channel-keyed sender binding definitions.
allowHqFallback	boolean	Whether call steps may use company phone when lead phone is missing; null/omitted uses the configured new-sequence default.
aiAutomationTrusted	boolean	Trust flag for permitted AI-drafted automated steps; defaults to false.
aiDraftSettings	object	Optional sequence AI-draft settings.
variableMap	object	Optional variable-to-source-field mapping.
voiceStyle	object	Optional voice style settings.
steps[].appendSignature	boolean	Step-level override for signature append behavior.

Errors

Status	Meaning
400	Invalid payload, graph, or actor (source_table_required, steps_required, invalid_sequence_flow_graph, invalid_actor_user_id, etc.).
401	Invalid API key or missing auth.
403	Missing sequences:write scope.

Example

bash

curl -X POST "https://app.autotouch.ai/api/sequences?actorUserId=<USER_ID>" \
    -H "Authorization: Bearer stk_your_key_id.your_secret" \
    -H "Content-Type: application/json" \
    -d @sequence.json

Request body

json

{
    "name": "LinkedIn + email fallback",
    "sourceTableId": "tbl_123",
    "sourceTableName": "ICP Prospects",
    "exitRules": {
      "stopOnReply": true,
      "stopOnBounce": true,
      "stopOnManualOptOut": true,
      "stopOnLinkedInReply": true
    },
    "schedule": {
      "timezone": "America/New_York",
      "workingDays": [1,2,3,4,5],
      "dailyWindowStart": "09:00",
      "dailyWindowEnd": "17:00",
      "skipHolidays": false
    },
    "emailDelivery": { "mode": "personal" },
    "defaultAppendSignature": true,
    "steps": [
      {
        "id": "visit_1",
        "kind": "LINKEDIN_VISIT_PROFILE",
        "waitDays": 0,
        "waitHours": 0,
        "waitMinutes": 0,
        "executionMode": "AUTOMATED",
        "metadata": { "notifyProfileVisit": true }
      },
      {
        "id": "connect_1",
        "kind": "LINKEDIN_CONNECT",
        "waitDays": 0,
        "waitHours": 0,
        "waitMinutes": 7,
        "executionMode": "MANUAL",
        "aiDraft": true,
        "scriptTemplate": ""
      },
      {
        "id": "message_1",
        "kind": "LINKEDIN_CHAT_MESSAGE",
        "waitDays": 0,
        "waitHours": 0,
        "waitMinutes": 0,
        "executionMode": "MANUAL",
        "aiDraft": true,
        "scriptTemplate": ""
      },
      {
        "id": "email_fallback_1",
        "kind": "EMAIL",
        "waitDays": 0,
        "waitHours": 0,
        "waitMinutes": 0,
        "executionMode": "MANUAL",
        "emailSendMode": "MANUAL",
        "emailIsReply": false,
        "appendSignature": true,
        "aiDraft": true,
        "subjectTemplate": "",
        "bodyTemplate": "",
        "bodyFormat": "text"
      }
    ],
    "flowGraph": {
      "version": 1,
      "entryNodeIds": ["step:visit_1"],
      "nodes": [
        {
          "id": "step:visit_1",
          "kind": "action",
          "title": "Visit profile",
          "sourceStepId": "visit_1",
          "position": { "x": 0, "y": 0 }
        },
        {
          "id": "step:connect_1",
          "kind": "action",
          "title": "LinkedIn connect",
          "sourceStepId": "connect_1",
          "position": { "x": 0, "y": 160 }
        },
        {
          "id": "condition:connect_1:accepted",
          "kind": "condition",
          "title": "Wait for connection accepted",
          "parentNodeId": "step:connect_1",
          "metadata": {
            "decisionType": "outcome_wait",
            "listenFor": "linkedin_connection_accepted",
            "waitMode": "up_to",
            "waitDays": 7,
            "relatedStepId": "connect_1",
            "relatedStepTitle": "LinkedIn connect"
          },
          "position": { "x": 0, "y": 320 }
        },
        {
          "id": "branch:condition:connect_1:accepted:connected",
          "kind": "branch",
          "branchId": "connected",
          "title": "Connected",
          "parentNodeId": "condition:connect_1:accepted",
          "position": { "x": -180, "y": 480 }
        },
        {
          "id": "branch:condition:connect_1:accepted:not-connected",
          "kind": "branch",
          "branchId": "not-connected",
          "title": "Not connected after 7 days",
          "parentNodeId": "condition:connect_1:accepted",
          "position": { "x": 180, "y": 480 }
        },
        {
          "id": "step:message_1",
          "kind": "action",
          "title": "LinkedIn message",
          "parentNodeId": "branch:condition:connect_1:accepted:connected",
          "sourceStepId": "message_1",
          "position": { "x": -180, "y": 640 }
        },
        {
          "id": "step:email_fallback_1",
          "kind": "action",
          "title": "Fallback email",
          "parentNodeId": "branch:condition:connect_1:accepted:not-connected",
          "sourceStepId": "email_fallback_1",
          "position": { "x": 180, "y": 640 }
        }
      ],
      "edges": [
        { "id": "edge_1", "source": "step:visit_1", "target": "step:connect_1", "kind": "linear" },
        { "id": "edge_2", "source": "step:connect_1", "target": "condition:connect_1:accepted", "kind": "linear" },
        { "id": "edge_3", "source": "condition:connect_1:accepted", "target": "branch:condition:connect_1:accepted:connected", "kind": "branch" },
        { "id": "edge_4", "source": "condition:connect_1:accepted", "target": "branch:condition:connect_1:accepted:not-connected", "kind": "branch" },
        { "id": "edge_5", "source": "branch:condition:connect_1:accepted:connected", "target": "step:message_1", "kind": "branch" },
        { "id": "edge_6", "source": "branch:condition:connect_1:accepted:not-connected", "target": "step:email_fallback_1", "kind": "branch" }
      ]
    }
  }

Response example

json

{
    "id": "67c4a4f7b4dd8f2d4999f014",
    "success": true
  }