Automate multi-step onboarding emails from Notion leads via Gmail and Telegram
This workflow automates a complete 5-step user onboarding sequence by integrating Notion (as a CRM), Gmail (for sending emails), and Telegram (for team alerts). Instead of manually checking user sign-up dates, this wo...
Template notes
This workflow automates a complete 5-step user onboarding sequence by integrating Notion (as a CRM), Gmail (for sending emails), and Telegram (for team alerts).
Instead of manually checking user sign-up dates, this workflow runs daily to detect where each user is in their journey and triggers the appropriate action.
How it works The workflow checks your Notion database every 24 hours and performs the following actions based on the user's registration date: Day 0 (Welcome): Sends an immediate welcome email via Gmail to new signups. Day 1 (Value): Sends a "Pro Tip" email to encourage feature adoption. Day 3 (Check-in): Sends a soft check-in email asking if the user needs help. Day 7 (Sales Push): Sends a personal email from a manager to users who haven't converted yet, and sends a Telegram notification to your sales team about this hot lead. Trial Expiry: Automatically detects when a trial is about to expire (3 days left) and sends a renewal reminder.
Setup steps 1. Duplicate the Notion Template You need a specific database structure for this workflow to work. [š Click here to duplicate the CRM Template](https://www.notion.so/2e56bbcb3d0b8161ab0af95fc0a11bbf?v=2e56bbcb3d0b810db135000c03e11f51&source=copylink)
2. Configure Content Double-click the š CONFIGURATION node. Here you can easily edit: Email Subjects & Bodies: Customize the text for all 5 emails in one place. Telegram Chat ID: Add your team's chat ID to receive alerts.
3. Connect Accounts Select your Notion Database in the Notion nodes. Connect your Gmail account in the email nodes. (Optional) Add your Telegram credentials.
4. Activate Turn on the workflow. It is set to run daily by default.