SEQUENTIAL AGENTS

Your best analyst.
Your best SDR.
Your best researcher.
Running on every case. Simultaneously.

A Sequential Agent encodes how your top performers work — the exact steps, the reasoning, the tools, the knowledge — and runs that expertise automatically on every input, every time, without variation, without fatigue, without forgetting.

3–5 stepsPer agent workflow
6 config layersIdentity, Inputs, Tools, Knowledge, Data, Access
$0.03 avgCost per full agent run
app.turtleai.com/agents
Turtle AI Coworker — Agents Dashboard showing 9 production agents
THE PROBLEM

Expertise lives in people’s heads.
It dies when they leave.

The reality

Your best SDR qualifies leads with a 6-step mental process built over 3 years. Your other reps skip 4 of those steps. You don’t know until the deal falls through.

Your top analyst researches a company in 45 minutes — funding stage, tech stack, decision makers, recent news, competitive positioning. Everyone else spends 15 minutes and misses half of it.

Your best HR coordinator screens candidates against 12 criteria, cross-references the job spec, and writes structured feedback. When she’s out, it doesn’t happen at all.

The cost

87%

of AI projects stay as prototypes, never reaching production

40%

revenue lost to inconsistent sales processes annually

Day 1

when institutional expertise starts walking out the door

Sequential Agents solve this by making your best person’s process the only process — for everyone, every time, at any scale.

HOW IT WORKS

Three steps. Thirty-two seconds.
Senior analyst quality output.

This is a real run of the Lead Qualification Agent — Run #74, completed in 32 seconds, costing $0.0321. This is what Sequential Agents actually produce.

app.turtleai.com/agents/lead-qualification/runs
Run History for Lead Qualification Agent — showing Run #74 with 3 task outputs and final expert-level recommendation
1

Three tasks executed in sequence. Each one reads the output of the previous before executing.

2

Full run tracked: duration, token cost, and success status. Every run logged for analytics and audit.

3

The actual output — specific, reasoned, actionable. Not a template. Not a generic summary. Expert-level analysis on this specific lead.

The output you just read came from an agent configured in plain language — no code, no ML engineering. The intelligence comes from how the tasks were written, what knowledge was provided, and how the steps chain together.

CONFIGURATION

Six layers. Each one adds intelligence.

Configuring a Sequential Agent is not programming. It’s defining how an expert thinks — what they know, what they do, what tools they use, and who they report to.

app.turtleai.com/agents/settings/identity
Basic Settings tab showing agent role, name, and persona configuration

You define the agent’s role in plain language — exactly how you’d brief a new hire. “You are an expert Sales Development Representative who specialises in qualifying B2B leads. You analyse company and contact information to determine fit, urgency, and buying potential.” The LLM uses this as its operating persona for every run.

app.turtleai.com/agents/settings/inputs
Input Settings tab showing configurable input parameters like company name, contact name, and job title

Input parameters are the variables that change each run — company name, contact name, job title, industry, lead source. Define them once. Reference them in tasks using {{companyName}}, {{contactName}}, {{jobTitle}}. The agent uses these to personalise every output to the specific case it’s working on.

app.turtleai.com/agents/settings/tools
Tools tab showing Airtable and other connected integrations

Connect the tools your agent needs to do its work. HubSpot to read and write CRM data. Gmail to send outputs. Slack to notify your team. Google Search to research companies. Tools are shared across all tasks — the agent decides when and how to use each one based on the task at hand.

app.turtleai.com/agents/settings/knowledge
Knowledge Base tab with Product Catalog and Product Documentation knowledge bases

This is where institutional expertise lives. Upload your ICP criteria, your sales playbook, your qualification frameworks, your product documentation. The agent performs semantic search across everything you’ve provided — finding the exact relevant context for each specific situation. This is what makes the output expert-level rather than generic.

app.turtleai.com/agents/settings/tables
Tables tab showing Healthcare Startups with Read and Create permissions and Health table with Create and Update permissions

Give the agent access to your structured data tables — with granular permissions. Read-only access to your leads table. Create access to your qualified pipeline table. Update access to your healthcare records. The agent reads from tables as context and writes results back — creating a data pipeline that updates automatically with every run.

Granular permissions per table. The agent only accesses what it’s authorised to access.
app.turtleai.com/agents/settings/deployment
Advanced tab with Share with Users & Groups, Public Link Sharing, API Access, and Connect to Slack toggle options

Deploy to your team via user and group sharing. Enable public link access for external users. Expose via API for programmatic triggering from your systems. Connect to Slack so any team member can run the agent directly from a message. One agent. Multiple access points. Full control over who can trigger it and how.

These six layers configure once. Then the agent runs itself — on demand, on a schedule, triggered by a table event, called via API, or assigned by an AI Employee.

WHAT MAKES IT INTELLIGENT

It’s not rule execution.
It’s chained reasoning.

The critical difference between a Sequential Agent and a basic automation: every step reads and reasons about everything that came before it.

Input
{{companyName}}:Sunrise Pharma Solutions
{{contactName}}:Ankit Deshmukh
{{jobTitle}}:Production Manager
{{industry}}:Pharmaceutical Manufacturing
{{notes}}:Visited pricing page twice last week
Task 1 output passed to Task 2
1Task 1

Analyze the lead profile

Analyze the lead profile for {{companyName}}. Contact: {{contactName}}, Title: {{jobTitle}}, Company Size: {{companySize}}...

Output: Company profile + contact analysis

Completed · 11s
Task 1 + Task 2 outputs passed to Task 3
2Task 2

Score and classify

Based on your analysis, score this lead from 1-100 and classify as HOT (80-100), WARM (50-79), or COLD...

Reads: Task 1 output (full company profile)

Output: Score + classification + reasoning

Completed · 11s
3Task 3

Recommend next steps

Based on the qualification of {{contactName}} from {{companyName}}, recommend specific next steps...

Reads: Task 1 output + Task 2 output

Recommended Action: Initiate a call to further qualify the lead and build rapport, followed by a personalized email recap. Best Time: Mid-week (Tues/Wed) 10–11 AM given pharmaceutical industry operational hours.

Completed · 10s

TOTAL: 32s · $0.0321 · Expert-level output

Task 3 knows that Ankit is a Production Manager at a pharma company who visited the pricing page twice — because Task 1 surfaced it. Task 3 knows the lead scored 87/100 — because Task 2 calculated it. Every step builds on every step before. This is why the output reads like a senior analyst wrote it, not a template engine.

USE CASES

Every expert process.
Now running automatically.

Any repeatable process that your best people follow can be encoded as a Sequential Agent. Here are 15 examples across every major enterprise function.

Lead Qualification Agent

Sales
  1. 1. Research company profile
  2. 2. Score lead against ICP
  3. 3. Recommend next steps
LinkedIn, HubSpot, Google Search
45 min → 32 sec

Sales Proposal Generator

Sales
  1. 1. Understand requirements
  2. 2. Pull case studies
  3. 3. Draft proposal
  4. 4. Send via email
Gmail, Google Drive
3 hrs → 46 sec

Company Research Agent

Sales
  1. 1. Scrape website
  2. 2. Research news & funding
  3. 3. Map stakeholders
  4. 4. Generate brief
Google Search, Web Scraper
40 min → under 2 min

Candidate Screening Agent

HR
  1. 1. Parse CV
  2. 2. Score vs JD
  3. 3. Background check
  4. 4. Schedule interview
Gmail, Google Calendar, LinkedIn
8 hrs/candidate → 20 min

Employee Onboarding Agent

HR
  1. 1. Send welcome
  2. 2. Provision access
  3. 3. Share materials
  4. 4. Set check-in schedule
  5. 5. Update HRIS
Slack, Gmail, Google Drive
3 weeks → Day 1

Policy Q&A Agent

HR
  1. 1. Receive question
  2. 2. Search policy KB
  3. 3. Generate cited answer
  4. 4. Send response
Slack, Company Policy KB
15 min/question → 30 sec

Invoice Processing Agent

Finance
  1. 1. Extract invoice data
  2. 2. Match PO
  3. 3. Route for approval
  4. 4. Log to accounting
Gmail, QuickBooks
20 min/invoice → 2 min

Expense Anomaly Agent

Finance
  1. 1. Pull transactions
  2. 2. Detect anomalies
  3. 3. Generate flagging report
  4. 4. Alert CFO
QuickBooks, Slack
Caught weeks late → Real-time

Ticket Triage Agent

Support
  1. 1. Classify ticket
  2. 2. Search KB
  3. 3. Generate answer
  4. 4. Send or escalate
Zendesk, Product KB
4 hr first response → 2 min

Customer Health Score Agent

Success
  1. 1. Pull usage data
  2. 2. Check support history
  3. 3. Score health
  4. 4. Alert CSM if at-risk
Salesforce, Zendesk, Slack
Weekly manual → Daily automated

Vendor Due Diligence Agent

Operations
  1. 1. Research vendor
  2. 2. Check reviews & news
  3. 3. Score risk
  4. 4. Generate report
Google Search, Google Drive
2 days → 15 min

Weekly Ops Briefing Agent

Operations
  1. 1. Pull KPIs
  2. 2. Identify anomalies
  3. 3. Generate briefing
  4. 4. Distribute
Multiple, Slack
4 hrs Monday → Automated Sunday

Preventive Maintenance Planner

Manufacturing
  1. 1. Identify equipment
  2. 2. Check history
  3. 3. Pull manufacturer specs
  4. 4. Generate PM plan
  5. 5. Schedule
Email, Maintenance KB
Days of planning → Hours

Quality Shift Report Agent

Manufacturing
  1. 1. Pull shift data
  2. 2. Compare vs targets
  3. 3. Identify defects
  4. 4. Generate report
  5. 5. Alert QC team
ERP, Email, Slack
Manual 2 hrs → Overnight

Contract Review Checklist Agent

Legal
  1. 1. Parse contract
  2. 2. Check against policy KB
  3. 3. Flag non-standard clauses
  4. 4. Generate review checklist
Google Drive, Legal KB
4 hrs first-pass → 10 min

Don’t see your use case? Every repeatable process with defined steps can become a Sequential Agent.

Book a demo and we’ll show you exactly how.
ENTERPRISE CONTROLS

Production-grade from day one.

Full Run History & Cost Tracking

Every run is logged with inputs, step-by-step outputs, duration, token count, and exact cost per run. Searchable, filterable, exportable. Know exactly what every agent produced and what it cost — down to the cent.

See it: Run #74 · 32s · 3,212 tokens · $0.0321

Granular Table Permissions

Control exactly what data each agent can read, create, update, or delete. Per-table, per-agent permissions. Your Lead Qualification Agent can read your prospects table and create records in your qualified pipeline — but cannot modify or delete existing data.

Per-table permissions: Read · Create · Update · Delete

Multi-Channel Deployment

Deploy via API for programmatic triggering. Share with specific users or groups. Enable Slack integration so team members trigger agents from messages. Enable public links for external access. One agent. Multiple deployment channels. Full control.

4 channels: API · Users & Groups · Public Link · Slack

Scheduling & Trigger Automation

Run agents on a schedule — daily at 7 AM, weekly on Friday at 5 PM, hourly. Or connect to a Table trigger — new row added automatically fires the agent. Your pipeline updates the moment a new lead comes in.

Triggers: Schedule · Table Events · API · Manual

Which expert process should run automatically first?

Pick any repeatable workflow your best people follow. We’ll show you how to encode it as a Sequential Agent — configured in plain language, running in production before the end of the week.

  • No engineering required
  • Full run history from day one
  • Scales from 1 run to 10,000 runs without changes