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Automation

The Automation section of the sidebar: Workflows, which run work when something happens, and Sequences, which send multi-step outreach.

Updated October 25, 2026 · 2 min read

Video:The Automation section0:28All videos →

The Automation section holds the two ways Vetta works for you.

The Automation section0:28

What the Automation sidebar section is for. Workflows run work when something happens: a record is created or changes, a deal moves stage in a pipeline, you launch one by hand, or a schedule comes round. Sequences send multi-step outreach across email, LinkedIn and WhatsApp. So workflows keep the CRM up to date while sequences keep outreach going. Use it to tell the two apart.

Transcript

Alex opens the Automation section of the sidebar, and it holds the two ways Vetta works for him. Workflows run work when something happens: a record is created or changes, a deal moves stage in a pipeline, he launches one by hand, or a schedule comes round. Sequences send multi-step outreach across email, LinkedIn and WhatsApp. So workflows keep the CRM up to date, and sequences keep the outreach going.

Workflows

Run work when something happens: a record is created or changes, a deal moves stage in a pipeline, you launch one by hand, or a schedule comes round. See Understanding Vetta workflows.

Sequences

Send multi-step outreach across email, LinkedIn and WhatsApp. See Understanding multi-channel sequences.

Common questions

What's the difference between a workflow and a sequence?

A workflow runs work when something happens in your CRM, and a sequence sends multi-step outreach to people. Workflows keep your CRM up to date on their own, sequences keep your outreach going. See Workflows and Sequences.

What can start a workflow?

A record being created or changed, a deal moving stage in a pipeline, you launching it by hand, or a schedule coming round. See Workflows and Understanding Vetta workflows.

Which channels can a sequence send on?

Email, LinkedIn and WhatsApp, in one multi-step flow. See Sequences and Understanding multi-channel sequences.

Where do I create a new sequence?

Click Sequences in this section and create a new one, from a template or from scratch. See Sequences and Creating your first sequence.

Key outcome

Workflows keep your CRM up to date on their own, and sequences keep your outreach going.

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