monday.com Sequences Explained: Automated Sales Funnels

In this interview + live demo, Tara is joined by Omer from the monday.com team to break down Sequences—one of the most powerful ways to automate lead follow-up, outreach, and qualification inside monday CRM. You’ll see how Sequences work, real-world use cases (including a fun “Christmas trees” example), how to enroll leads manually or automatically, and how to combine Sequences with Automations + AI workflows for even more control. 📌 In this video, you’ll learn: ✅ What Sequences are (and why they matter for top-of-funnel) ✅ Common use cases for outreach, warm/cold leads, and even retention ✅ How to build a sequence with emails + tasks + delays ✅ How personalization works (dynamic variables from your board) ✅ How to automate enrollment (ex: when an item is created) ✅ Where tasks show up + how “mark as done” pauses a sequence ✅ What analytics exist today (open/reply/click rates) + what’s coming next ⏱️ Chapters 00:00 – Meet Omar (CRM leads + sequences) 01:00 – What are Sequences in monday CRM? 02:25 – Top use cases: hot leads + cold outreach 03:58 – Beyond sales: retention + birthday emails 05:09 – Demo: where to access Sequences (board vs account) 05:36 – Building a sequence (emails, delays, tasks) 06:08 – Personalization: dynamic placeholders from the board 07:33 – Rules + timing (work hours, weekends, time zones) 08:00 – What happens when a lead replies/clicks/unsubscribes 09:02 – Enrolling leads manually (and choosing a starting step) 09:51 – Auto-enroll with automations 10:43 – Sequence column: see who’s enrolled + remove instantly 11:18 – Enrollment view: what’s happening and what’s next 12:04 – Metrics: open rate, reply rate, clickthrough 12:41 – Roadmap: analytics v2 + step-level insights 13:40 – Sequences + AI workflows (advanced examples) 16:13 – Trigger on email reply: remove from sequence (and more) 17:36 – Pro tip: timing settings (common “why didn’t it send?” issue) 18:20 – Email editor: rich text, images, tracking, threading 19:31 – Tasks + “mark as done” pauses (where it shows up) 22:30 – What’s coming next: permissions, sharable sequences, dynamic sender 🎯 Who this is for 👥 Sales teams using monday CRM 📈 SDR/BDR teams managing high lead volume ✉️ Anyone who wants automated outreach without losing control 🧠 Teams building advanced logic with automations + AI workflows ================================================================================ 💥 Welcome to Simpleday! 💥 💡 Hit SUBSCRIBE to stay updated on more productivity and monday.com tips! ================================================================================ *FREE RESOURCES* 🎁 Newsletter: Get the latest intel, updates, and pro-tips on monday.com weekly -- straight to your inbox for free! Subscribe here: https://tinyurl.com/3hbf8czn 🎁 Free Consultation: Claim your free 30-minute consultation with me: https://calendly.com/simple-day/30-minute-free-consultation 🎁 Free Workflow Checklist: Simplify your projects with the High Level & Low Level Workflow Setup Checklist. Download it here: https://simpledaysolutions.com/monday-com-free-checklist/ ================================================================================ *WORK WITH ME* 💪 Let’s Chat: Book a free 30-minute consultation to discuss your needs and get personalized support. Schedule here: https://calendly.com/simple-day/30-min-free-consultation 💪 Start with monday.com: Begin your journey and unlock the full potential of monday.com. Get started here: https://tinyurl.com/monday-com 💪 Take the next step: master monday.com with a full on-demand course. 43 practical videos to teach you everything you need to build your perfect workflow. https://simpledaysolutions.com/on-demand-mastering-monday-com-course/ 💪 Build better boards, faster, with our custom templates. We've built 10+ monday.com templates to help businesses like yours get up and running faster. Get started now! https://simpledaysolutions.com/templates-monday-com/ ================================================================================ *JOIN THIS CHANNEL* 💥 Join this channel to get access to perks: ‪https://www.youtube.com/@mastering-monday/membership *KEEP IN TOUCH* 🔗 LinkedIn: Connect with me on LinkedIn: https://www.linkedin.com/in/tara-horn-571858a/ 🔗 Website: Explore more resources on our website: https://simpledaysolutions.com/ ================================================================================ *OTHER MASTERING MONDAY.COM VIDEOS* ►► https://www.youtube.com/watch?v=OxQSR2LI_0w ►► https://www.youtube.com/watch?v=NIL412yOwHQ&t=12s ►► https://www.youtube.com/watch?v=MINMg-mNlAU ►► https://www.youtube.com/watch?v=B67_bm25dQQ&t=2s ►► https://www.youtube.com/watch?v=ixGOUnNoCFY ►► https://www.youtube.com/watch?v=vn_5_Z2MOAA&t=199s ================================================================================ *RELATED SEARCHES* monday.com tutorial monday.com monday.com quick tutorial monday.com tutorial for beginners