Two settings decide what your outreach actually sends. The sequence is the shape: which steps go out, on which channel, on which day. Copy guidance is the voice: how Rembrandt's AI writes the words inside those steps.
Both live under Settings → Organization → Sales and are set by an Owner or Admin. A reviewer then picks a sequence when they commit an account, and the campaign writes the copy from there.
Table of contents
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Sequences
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Steps
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Sequences from your sales tool
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Copy guidance
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Message structures
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How it comes together in a campaign
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Language
Sequences
Settings → Organization → Sales → Sequences holds the sequences reviewers can choose from. You can author them in Rembrandt or import them from a connected sales platform.
New sequence creates one straight away, with a single email step on day 1, ready to edit. Give it a name and a description that says when your team should use it: that description is what the next person reads in the picker.
The kebab menu carries the rest:
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Action |
What it does |
|---|---|
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Make default |
The sequence pre-selected when someone commits an account |
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Duplicate sequence |
A copy to change freely, for sequences you authored |
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Archive |
Takes it out of the picker without losing it. Archived sequences stay visible behind Show archived |
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Delete |
Only available while a sequence has never been used. Set another sequence as default first |
Steps
Each step answers four questions.
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Field |
What it sets |
|---|---|
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Day |
How many days after the campaign starts this step goes out |
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Channel |
Email, LinkedIn Invite, LinkedIn InMail, or Call |
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Thread |
On email: a new subject, or a reply in the existing thread |
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Structure |
Which message structure the AI writes this step from. Required |
Structure is the one that matters most and it is required on every step: you cannot save a sequence with a step that has none. Choosing a structure also decides whether Rembrandt writes the full message or only a fragment that drops into a template you already have in your sales tool. The structures themselves come from Copy guidance.
When a sequence has more than one call step, the call script is set on the first one and shared by the rest, because a rep works from one script.
The step header summarises what you picked, so a long sequence still reads at a glance: the day, the channel, the structure variant, and whether an email starts a thread or replies in one.
Sequences from your sales tool
Import pulls a sequence out of a connected platform so Rembrandt can generate copy for it and reviewers can pick it. You choose the platform, then the sequence, and see exactly which steps will come across before you confirm.
Only email, call and LinkedIn message steps come over. Anything else stays in the platform and is greyed out in the preview, so the timing you see in Rembrandt matches what the platform will actually send.
An imported sequence is shared between the two systems, and each side owns part of it:
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Owned by the platform |
Owned by Rembrandt |
|---|---|
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The day, the channel, and the order of steps |
The name and description |
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Adding or removing steps |
The message structure on each step |
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The field each generated message is written into |
Re-sync from platform refreshes the timing when it changes there. Your structures and field mapping stay.
Field mapping
For a synced sequence you tell Rembrandt which field in your sales tool each generated message belongs in: a subject field, a body field, or a contact property for a call script. Rembrandt writes the copy into those fields when a contact is enrolled.
Leave a field empty and that step keeps whatever copy your template already has. The step header warns you when a step is half mapped, for example a subject with no body, because that is the case where generated copy silently lands nowhere. It also warns when two steps point at the same field.
If the integration is disconnected the sequence says so and keeps your saved mapping, ready for when you reconnect.
Copy guidance
Settings → Organization → Sales → Copy guidance is applied to every message Rembrandt writes.
Tone and voice
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Setting |
What it does |
|---|---|
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Tone |
Challenging, Consulting, Direct, or Empathetic |
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Messaging philosophy |
Your house voice: the stance behind every message, whatever the pain |
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Forbidden Words |
Words the AI must never use |
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Approved Vocabulary |
The terms your team prefers, which the AI will favour |
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Subject Line Rules |
How subjects should read, for example a word limit |
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Greeting & Sign-off |
How a message opens and closes |
Keep the messaging philosophy for voice only. Mechanical rules are already enforced, so you do not need to ask for grounded evidence or ban em dashes here.
Greeting and sign-off apply where Rembrandt writes the full message. A step that only fills a fragment inside your own template keeps that template's greeting and signature.
Proof point ranking
When a message structure calls for a proof point, this decides which customer gets named. You order the axes that matter to you: Same type of company, Same country, Similar size, Largest, Best-known name, Same pain. The first one wins and the rest break ties. Leave an axis out entirely if it should not count.
Leave the list empty and Rembrandt picks the most similar type of company, then the best-known name, then the largest.
The proof points themselves are per pain, on the pain cluster's Playbook tab, together with the copy direction for that pain. Tone and structure are org-wide and live here.
Message structures
A structure is the skeleton of one message type: an ordered list of parts, each with a name, a length, an instruction, and what it may draw on (evidence, a proof point, the pain's angle, or the sender).
Structures are organised by channel and purpose:
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Channel |
Purposes |
|---|---|
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Opener, Follow-up, Breakup |
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LinkedIn InMail |
Opener, Follow-up, Breakup |
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LinkedIn Invite |
Opener |
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Call |
Opener |
Each cell can hold several variants, so you can run more than one opener and pin a specific one per sequence step. A variant is either a full message or a fragment.
Brief each part the way you would brief a junior copywriter: what it is for, how long it should be, and what it may lean on. A pain cluster's copy direction fills those parts, it never replaces them.
Structures save per variant as you edit them. The rest of the page saves through the bar at the bottom.
How it comes together in a campaign
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A reviewer commits an account in the briefing and picks the Sequence.
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On the campaign, Prepare briefing plans what each contact's messages should say. This is the plan, not the copy.
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Draft copy writes the messages, using the structure pinned on each step plus everything in Copy guidance.
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Deliver hands the sequence to your connected sales tool.
You can change the sequence from Manage campaign while outreach is still a draft. Rembrandt asks first if a plan or copy already exists, because changing the shape discards them.
Once outreach is live the sequence is frozen and editing moves to your sales tool. Contacts already enrolled keep the sequence they were enrolled on. You can still add new people.
Language
Every generated message is written in one language, resolved in this order:
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The contact's language, if someone set one on the outreach roster
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The campaign's Copy language
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Your organization default under Copy guidance
On Automatic, each account gets the primary business language of its country and falls back to English.
Changing the campaign language after copy exists marks that copy out of date, so you know it needs drafting again.
Need help
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Sales Funnel and Campaigns: the review and the campaign these settings feed
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Decision-making unit: who the messages are addressed to
- Troubleshooting