Automated post-purchase product delivery & upsell with Jotform, GDrive, Gemini

Explanation video: [https://youtu.be/QjbA-tFYCFE?si=--C36KlSgABzteoB](https://youtu.be/QjbA-tFYCFE?si=--C36KlSgABzteoB)

Workflow Overview

This automation handles what happens right after a customer makes a purchase on your online form. It automatically shares a document with them, records the sale in a spreadsheet, uses AI to write a personalized thank-you email, and then sends it to their inbox.

Prerequisites

Before you can use this workflow, you'll need to have a few things set up and ready:

1. A Configured JotForm You need an active JotForm account with a form that is set up to sell a product. The form must include: Required Fields: Full Name, Email Address, and Phone Number. Product List: An element where customers can select and pay for a product. Active Payment Integration: A payment gateway (like Stripe or PayPal) must be connected and activated so the form can process live transactions.

2. A Google Sheet Create a blank Google Sheet to log your sales. It should have columns (headers) prepared to receive the customer data, such as: name email phone products amount of sale

3. A Digital Product in Google Drive The digital product you want to deliver to your customers (e.g., a PDF guide, a document, a link to a video) must be uploaded to your Google Drive. You'll need this file ready to be selected within the workflow.