Run Sequence

Flow: Trigger → Detect intent → Resolve board/sequence/contact → Execute → Confirm + report.

Input

• Optional: action + target via argument (e.g., "enroll Acme in welcome sequence").
• If no argument: ask what they want to do.

Output

• List: sequences on a board with status, step count, enrollment counts, analytics.
• Create: new sequence scaffolded via the tool's built-in gate flow (board → steps → email sender if needed), starts INACTIVE.
• Enroll: one or more CRM items enrolled in a sequence; returns succeeded/failed counts.
• Activate/Deactivate: sequence state toggled with confirmation. Deactivate does NOT stop existing enrollments — only blocks new ones.
• Duplicate: copy of a sequence created in INACTIVE state.
• Analyze: per-run + level + step funnel (reply rate, open rate, click-through).
• Contact journey: all sequences a contact is enrolled in, sorted by most recent.

Knowledge

• Sequence states: ACTIVE (enrolling + running), INACTIVE (not enrolling; existing runs continue).
• deactivate-sequence ≠ pause — enrolled contacts keep progressing; only new enrollments are blocked.
• No sequence editing tool exists — steps cannot be added/modified via MCP. Direct users to Tools → Sequences in the UI.
• get-board-sequences requires a board_id — always resolve the board first.
• create-sequence has a built-in gate system: call it with what you have; if anything's missing the tool returns CONFIRMATION_REQUIRED with exact instructions — follow them verbatim, never pre-empt the gates.
• enroll-item-in-sequence takes board_id, sequenceId, and itemIds (array of string IDs).

Tools (MCP)

• get-board-sequences — list sequences on a board (needs board_id).
• get-sequence-analytics — per-run, level, and step analytics for one sequence.
• get-contact-journey — all sequences a contact/item is enrolled in (needs board_id + item_id).
• enroll-item-in-sequence — enroll one or more items in a sequence.
• activate-sequence — INACTIVE → ACTIVE.
• deactivate-sequence — ACTIVE → INACTIVE (existing enrollments continue).
• duplicate-sequence — copy a sequence; new copy starts INACTIVE.
• create-sequence — create a new sequence; call directly with whatever args you have.
• get-connected-email-accounts — list linked Gmail/Outlook accounts; used when create-sequence gate requires a sender.
• get_user_context — user identity + account.
• search / get_board_info / get_board_items_page — resolve boards and items by name.

Cross-skill handoffs

• From daily-briefing: brief can surface sequences with low engagement → suggest /monday-crm:run-sequence analytics for <name>.
• From meeting-to-opportunity: after logging a new lead, suggest enrolling them in an onboarding sequence.
• To log-activity: after enrolling a contact in a sequence whose first step is a manual call, suggest logging the call outcome.

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Step 0: Connector check

1. Try mcp__monday__get_user_context. On error → print install prompt, stop.
2. This skill does not pre-check sequence tools — if a sequence tool fails with a permission error in later steps, print: "Sequences may not be enabled on your account. Check Tools → Sequences in monday CRM."

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Step 1: Detect intent

Parse the argument/prompt to classify:

Intent	Trigger signals
list	"what sequences", "show sequences", "list", no argument
create	"create", "set up", "build", "new sequence", "drip campaign"
enroll	"enroll", "add to sequence", "put in sequence", "start on sequence"
activate	"activate", "turn on", "enable sequence"
deactivate	"deactivate", "turn off", "disable sequence", "stop new enrollments"
duplicate	"duplicate", "copy sequence", "clone"
analyze	"analytics", "how is", "performance", "open rate", "funnel", "reply rate"
contact-journey	"what sequences is", "sequence history for", "enrolled in", "contact journey"

If ambiguous, ask once:

"What would you like to do with sequences? (list / create / enroll / activate or deactivate / duplicate / analyze / check a contact's history)"

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Step 2: Resolve board

Required for: list, enroll, contact-journey. Optional for create (let the gate handle it).

1. If user named a board → mcp__monday__search or get_board_info to resolve it. On ambiguity, present top results and ask.
2. If no board named:
   • For list: ask "Which board's sequences do you want to see?"
   • For create: proceed to Step 4 and let the tool's gate request it.
   • For enroll: ask "Which board is this contact/lead on?"
   • For contact-journey: ask "Which board is this contact on?"

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Step 3: Execute — List

mcp__monday__get-board-sequences({ board_id }).

Format as table:

Sequences on Leads board:

| # | Name | Status | Steps | Enrolled | Reply Rate |
|---|------|--------|-------|----------|------------|
| 1 | Cold outreach Q2 | ACTIVE | 5 | 120 | 12.4% |
| 2 | Welcome — new leads | INACTIVE | 3 | 0 | — |

If empty: "No sequences on this board yet."

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Step 4: Execute — Create

Call mcp__monday__create-sequence directly with whatever you have from the user's message. The tool's built-in gates handle missing fields:

• board_not_specified gate → follow the returned instructions verbatim: use search to list boards, present as-is, ask user to pick, retry.
• steps_not_specified gate → follow the returned instructions verbatim: ask user to build steps one at a time or create empty. Never invent steps.
• connections_not_specified gate (triggered when automatic_email steps need sender/emailColumnId) → resolve via get-connected-email-accounts for sender and get_board_info for the email column, then retry.

On success: "Sequence '<name>' created (INACTIVE). Activate it? (yes / later)". If yes → activate-sequence.

Important: Never pre-empt the gates by asking all questions upfront. Call the tool first.

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Step 5: Execute — Enroll

1. Resolve the sequence: mcp__monday__get-board-sequences({ board_id }) → present list, ask which sequence if not named.
2. Resolve the items: extract from the argument (company/contact names) or ask "Which contacts or leads do you want to enroll?". Use search or get_board_items_page to get item_ids.
3. Confirm sequence is ACTIVE. If INACTIVE: "'<name>' is currently inactive — new enrollments are blocked. Activate it first? (yes / cancel)"

HITL GATE: "Enroll <N> item(s) in '<sequence name>'?" List the items by name. (yes / cancel)

4. mcp__monday__enroll-item-in-sequence({ board_id, sequenceId, itemIds: ["<id>", ...] }).
5. Report: "Enrolled <N> items. Succeeded: <list>. Failed: <list if any>."

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Step 6: Execute — Activate / Deactivate

1. Resolve the sequence (board → get-board-sequences → pick by name).
2. Check current state. Warn on no-ops:
   • Activating an ACTIVE sequence → "'<name>' is already active."
   • Deactivating an INACTIVE sequence → "'<name>' is already inactive."

HITL GATE:

• Activate: "Activate '<name>'? This enables new enrollments. (yes / cancel)"
• Deactivate: "Deactivate '<name>'? New enrollments will be blocked — contacts already enrolled will keep progressing. (yes / cancel)"

3. mcp__monday__activate-sequence({ sequenceId }) or mcp__monday__deactivate-sequence({ sequenceId }).
4. Report the new state.

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Step 7: Execute — Duplicate

1. Resolve the sequence (board → list → pick).

HITL GATE: "Duplicate '<name>'? The copy will start as INACTIVE. (yes / cancel)"

2. mcp__monday__duplicate-sequence({ sequenceId }).
3. Report: "Created '<new name>' (INACTIVE). Activate it? (yes / later)"

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Step 8: Execute — Analyze

1. Resolve the sequence (board → list → pick).
2. mcp__monday__get-sequence-analytics({ sequenceId }).
3. Format:

Sequence: "Cold outreach Q2" (ACTIVE)

Level: 450 events · 69% open rate · 23% reply rate · 5.6% click-through

Per-step:
| Step | Sent | Open % | Reply % | CTR % |
|------|------|--------|---------|-------|
| 1 — Email | 450 | 69% | 10% | 2.7% |
| 2 — Email | 405 | 66% | 9.4% | 2.0% |
| 3 — Email | 360 | 55% | 6.1% | 1.4% |

Runs: 12 active · 380 completed · 58 terminated

4. Flag drop-offs: if open rate drops >15pp between consecutive email steps, surface it.
5. If analytics are empty: "No analytics yet — this sequence hasn't sent any messages."

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Step 9: Execute — Contact journey

1. Resolve the contact item (search by name → item_id; ask for board if unclear).
2. mcp__monday__get-contact-journey({ board_id, item_id }).
3. Format:

Sequence history for Acme Corp:

| Sequence | Status | Steps done | Enrolled | Termination |
|----------|--------|-----------|----------|-------------|
| Welcome Q2 | Completed | 5/5 | Jun 10 | Replied |
| Cold outreach | Active | 2/5 | Jun 20 | — |

4. If empty: "<item name> isn't enrolled in any sequences."

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Shared patterns

• HITL gates on all writes (create, enroll, activate, deactivate, duplicate).
• No sequence editing via MCP. If asked to add/edit/remove steps, say: "Step editing isn't available through MCP yet — go to Tools → Sequences in the monday CRM UI."
• Board-first for list/enroll/journey. Always resolve the board before calling tools that need board_id.
• Follow create-sequence gates verbatim. Call first, handle gates as they come.

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Error handling reference

Failure	Behavior
Connector missing	Step 0 stops; print install link.
Permission error on sequence tools	Suggest checking CRM Sequences is enabled in account settings.
Board not found	Broaden search; ask user to confirm board name.
Sequence not found	List all on board; ask user to pick.
Enroll — sequence INACTIVE	Offer to activate first.
Enroll — partial failure	Report succeeded and failed item IDs.
Analytics empty	Inform no sends yet.
Tool unavailable on connector	"Sequence tools aren't on the connector yet — check back or use the monday UI."
Edit/add-step request	Redirect to UI; no MCP tool exists for this.

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Completion criteria

• [ ] Step 0 connector check passed.
• [ ] Intent correctly classified and executed.
• [ ] Board resolved before any board_id-requiring tool call.
• [ ] All writes (create, enroll, activate, deactivate, duplicate) went through HITL confirmation.
• [ ] create-sequence gates followed verbatim; no pre-emption.
• [ ] No sequence editing attempted (hard rail — redirect to UI).
• [ ] Analytics formatted with level + per-step breakdown and drop-off flags.
• [ ] Errors surfaced with actionable guidance.