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Using Email Sequences With Activities

Combine automated emails with the calls, tasks, and meetings that actually move relationships forward — all in one sequence.

Written by Nimble Customer Care

Great outreach was never just about sending emails. The teams who consistently get responses are the ones who pair every email with a real-world action: a follow-up call, a comment on a prospect’s LinkedIn post, a personal text, a scheduled meeting. The hard part has always been making sure those human touches actually happen on time — because they live in a different tool than your emails.

Nimble Email Sequences now solve that. Inside a sequence, you can schedule tasks, calls, calendar events, and custom activities right alongside your automated emails. Each one fires at the right moment. Each one can be assigned to the right teammate. And every action — automated or human — shows up in one place: on the contact record, the Activities tab, and your Today page.

The result is a structured workflow where no follow-up gets missed, no human touch falls through the cracks, and your whole team stays aligned around the same play.

The Human Touch — why this matters now. The more digital and automated outreach becomes, the more the human touches stand out. Machine-gunning emails at people doesn’t work. What works is showing up prepared: walking in someone’s digital footprint, commenting on their posts, sending a tailored LinkedIn message, picking up the phone, sending a personal text that proves you remembered. Activities inside Email Sequences are how you build that human work into every play — so the relationship moves forward whether you’re at your desk or not. For the full story behind this release, read the blog post: Sequence Activities — The More Automated Outreach Gets, the More Human You Have to Be

Before moving forward, take a moment to review our foundational support guides:

Table of Contents:

When Activities Are Created

Activities are triggered automatically based on where you place them in the sequence. You have three options, and you can mix and match them throughout a single sequence:

  • At the start of the sequence — the activity is created the moment a contact is added. Useful for prep tasks (“research this company before the first email goes out”) or assigning ownership upfront.

  • After a message step — the activity is created once a specific email in the sequence has been sent. Useful for follow-through (“call them two days after the intro email”).

  • After a defined delay between steps — the activity is created after a custom time gap. Useful when timing matters more than the email cadence (“send a personal text on day 7, regardless of what came before”).

This gives you precise control over when human work surfaces — so your team isn’t scrambling, and your prospects aren’t getting touched at the wrong moment.

How to Set Up Activities with Email Sequences

Setting up activities inside a sequence takes about a minute:

  1. Go to the Outbound tab >> Sequences.

  2. Click + New Sequence at the top if you haven’t created one yet, or choose an existing sequence to edit.

  3. In the sequence settings, click Add and select Activity from the list.

  4. Choose the activity type, when it should fire (start of sequence, after a message, or after a delay), and who it should be assigned to.

  5. Use Show more fields to customize the activity — add notes, set a due time, tag it, or attach it to a deal or workflow.

*** Tip: Looking to save time? Let AI build sequences - including activities - for you! Learn more in our support guide: Learn more in our support guide: Nimble's New Email Sequence AI Generator.

Choose the Right Activity Type

Different activity types fit different parts of the relationship. Here’s how to pick:

  • Tasks — use for to-dos you or a teammate need to complete manually. Examples: research a prospect before the call, leave a substantive comment on their latest LinkedIn post, send a personal text, prepare a quote, draft a custom proposal.

  • Calls — use for phone outreach. The contact is automatically attached, so the rep making the call has full context one click away.

  • Events — use for scheduled meetings or appointments. Events can be added to your Nimble calendar or to a connected Outlook or Google calendar, so they show up wherever you live. Learn more in our support guide: Get Started: Setting up Calendars in Nimble.

  • Custom activities — use for anything that doesn’t fit the standard types. LinkedIn DMs, Loom recordings, handwritten notes, gift sends, in-person drop-bys — whatever your relationship workflow includes.

Assigning Activities to Team Members

This is what turns sequences from an individual productivity tool into a true team workflow. The intro email might be automated. The follow-up call goes to the rep who owns the relationship. The prep task lands with the operator who handles research. The meeting hits the calendar of whoever is closing. No handoffs, no forwarded reminders, no missed plays.

A Sample Play: What a Multi-Touch Sequence Looks Like

To make this concrete, here’s what a six-step inbound-lead sequence might look like when you combine automated emails with scheduled human touches. This example mixes auto and human steps to maximize response rate — the automation handles the cadence, the human steps create the connection.

Six touches across ten days. Three of them are emails that send themselves. Three of them are human moves that demonstrate you actually did the work. The sequence doesn’t replace the human touches — it makes sure they happen, on time, with the right context.

Tracking Email Sequence Activities in Nimble

Every activity you schedule inside a sequence — automated or human — gets tracked in three places. The same action shows up wherever you naturally look, so context never gets lost between steps.

  • On the Contact Record

This is where the value of combining automation and human work really shows. You see the full story of the relationship in one place — not split across three tools. Open any contact and the timeline reads as a single thread: the intro email Nimble sent on Monday, the LinkedIn comment your teammate left on Wednesday, the call the AE made on Friday, the meeting scheduled for next Tuesday. Completed activities show with timestamps and notes; upcoming ones show who they’re assigned to and when they’re due. If a teammate needs to pick up the thread, they get every touch in chronological order, no backstory required.

  • On Your Today Page

The Today page is where the work surfaces when it’s time to act. Sequence activities assigned to you appear in the Activities widget alongside everything else on your plate — calls to make, tasks to complete, meetings to prepare for. You don’t have to remember which sequence triggered which call. You don’t have to check three places to see what’s due today. The sequence pushes the work to your Today page on schedule, and you work through it from one screen.

***Tip: If the Activities widget isn’t already on your Today page, add it from the page’s customization menu. Most teams pin it next to their pipeline so the day’s human work and pipeline status sit side by side.

  • In the Activities Tab

The Activities tab is the team-wide view. Filter by sequence, activity type, assignee, status, or date range to see every touch across every contact in a given play. This is how managers spot stalled sequences, how operators confirm research tasks are landing on the right reps, and how anyone can answer the question “what’s actually happening in this sequence?” in five seconds instead of clicking through twenty contact records. Completed activities log automatically. Overdue ones flag themselves. The full audit trail lives here.

Why Use Activities with Email Sequences

With activities in the mix, your sequences stop being a string of emails and become a structured, trackable workflow. No follow-up gets missed. Every action stays aligned across your team. And the human work that actually moves relationships forward — the call after the email, the comment before the meeting, the text that proves you remembered — happens on schedule, by design.

A simple example: after sending an introduction email, a sequence can automatically create a follow-up call task three days later, assigned to the right rep, surfaced on their Today page when it’s time to act. The rep doesn’t have to remember. The sequence remembers for them.

Using activities with email sequences allows you to:

  • Save time — no more manually setting up follow-up reminders in a separate tool. The sequence handles it.

  • Stay organized — every action is linked directly to the contact and the sequence, so context never gets lost between steps.

  • Maintain consistency — every contact in the sequence gets the same structured workflow, regardless of who’s running it.

  • Assign efficiently — tasks, calls, and events route to the right team members automatically, based on the sequence step.

  • Keep full visibility — every touch (automated or human) appears on the contact record, so anyone on the team can pick up the thread without backstory.

  • Show up prepared — because every action sits next to the full relationship history, the person executing the human step has the context they need to make it count.

The goal isn’t more automation — it’s automation that makes the human work better. Sequences with activities give you structured, trackable outreach that’s easy to manage for individuals and teams alike.

Learn More About Email Sequences

To get the most out of Nimble Email Sequences, review the following support articles:

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Ready to set up Nimble Email Sequences for sending unlimited messages? Learn how here:

If you have any questions, please write us at care@nimble.com, initiate a chat from this FAQ, or join one of our Nimble Onboarding and Best Practices sessions, held every weekday at 9 AM PT.

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