Last updated: June 11, 2026

Outreach Sequences & Tasks

Sequences, tasks, and interaction logging keep your raise moving. Sequences define what outreach to run, the task queue tells you what to do today, and interaction logging records what happened.

Sequences

A sequence is a multi-step outreach playbook. Use them to run consistent, repeatable outreach across your pipeline.

  • Channels — email, LinkedIn, or a mix of both.
  • Steps — each step pairs a message template with a wait period, and steps are fully configurable.
  • Targeting — aim a sequence at a segment of investors.
  • Management — duplicate a sequence to reuse it, and activate or deactivate it as needed.

The task queue

The task queue is your daily work queue. Tasks are auto-generated from your sequence steps so you always know what to do next.

Task types

  • Send email
  • Send deck
  • Schedule meeting
  • Follow up
  • Call
  • Custom

AI-suggested drafts

Each task can carry an AI-suggested message draft. If it’s not quite right, regenerate it.

Task lifecycle

A task moves through: pending → completed / skipped / snoozed

There are dedicated Today and Overdue views, ordered by priority so the most important work surfaces first.

Interaction logging

Log interactions to build a full activity history for each investor.

Interaction types include:

  • Email sent / received
  • Call
  • Meeting
  • Note
  • Intro
  • Deck sent
  • Term sheet
  • Commitment
  • Stage change

For each interaction you can record its direction (inbound or outbound) and link it to the sequence step it came from. Filter and sort interactions by type, direction, or date.

Ask Eli

Eli, your AI COFO, can answer questions about your fundraising pipeline and rounds — ask things like how your raise is progressing or which investors have gone quiet. See Eli & Milo.

Next steps