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Manual follow-up steps

Steps you finish yourself: a personalized email, a reply in thread, or any task.

6 steps about 1 min captured 2026-10-17 Artra
1

Open a sequence from "Sequences".

Step 1: Open a sequence from "Sequences".
2

Click "Add step".

Step 2: Click "Add step".
3

"Manual Email" drafts from your template but waits for you to personalize and send.

Step 3: "Manual Email" drafts from your template but waits for you to personalize and send.
4

"Manual Email Reply" does the same in the existing thread.

Step 4: "Manual Email Reply" does the same in the existing thread.
5

"Manual Social Step" is a to-do on any channel.

Step 5: "Manual Social Step" is a to-do on any channel.
6

Manual steps show in "Scheduled today" as "Action due". Open the row, finish it, and mark it done.

Step 6: Manual steps show in "Scheduled today" as "Action due". Open the row, finish it, and mark it done.
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