Add a record to a sequence or agent

When a new contact lands in your CRM, a workflow can put them straight into outreach. Under the last step, click the plus, and in the action panel, open the Sequence tab. It has Add to Sequence Campaign, Pause Sequence Person, and Exit from Sequence Campaign. Pick Add to Sequence Campaign. It needs a person and a sequence, and it shows a warning until both are set. For Person, click the variable button and take the one from the trigger: Record is created, Created Person, Created Record. Then choose the sequence. Every sequence is listed. If it isn't active yet, people wait in it until you activate it, and no one is ever added twice. Want an agent to work them too? Open the Agent tab, and next to Remove from Agent, pick Add to Agent. Set the person the same way, and choose the Lead Scout agent. They become one of its leads and go into its sequence, just like adding them from its leads list. If they're already on that agent, nothing changes, and anyone you removed from it stays removed. Now new contacts go straight into outreach, without anyone touching them. Before each campaign, Maya asks Claude to wire new contacts into outreach. Claude builds it as a draft with two steps. Claude, ChatGPT or any assistant you connect to Vetta works on your real workspace, so repeat this next month, then give it a bigger job. In Vetta, test it on one contact, then activate it yourself.