Create a sequence
Go to Outreach in the app and create a sequence. You define:- Steps — the emails, written as templates. Needle personalizes each one per candidate from their profile and the job.
- Waits — how long to pause between steps (for example: intro, wait 3 days, follow-up).
- Sender — which connected mailbox (Google or Microsoft) the emails go from. Recipients see a normal email from that person.
Enroll candidates
From the pipeline, select candidates and enroll them in a sequence — a fresh sourced shortlist is the typical case. Each candidate moves through the steps on their own schedule.While it runs
- Replies stop the sequence for that candidate automatically — no follow-up goes to someone who already answered. The reply appears on their timeline for you to take over.
- Per-candidate control: from the sequence’s page you can pause one candidate, skip a step, or edit their next queued message without affecting anyone else.
- Metrics on the sequence page show sends and replies per step, so you can tell which messages work.