Run Sequence

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.

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."

Step 1: Detect intent

Parse the argument/prompt to classify:

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)"

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?"

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."

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 '' 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.

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: "'' is currently inactive — new enrollments are blocked. Activate it first? (yes / cancel)"

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

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

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 → "'' is already active."
   • Deactivating an INACTIVE sequence → "'' is already inactive."

HITL GATE:

• Activate: "Activate ''? This enables new enrollments. (yes / cancel)"
• Deactivate: "Deactivate ''? 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.

Step 7: Execute — Duplicate

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

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

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

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."

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: " isn't enrolled in any sequences."

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.

Error handling reference

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.