Recover abandoned onboarding users with personalized emails via Postgres, Gmail & Slack

How it works This workflow automatically identifies users who started but did not complete the signup process. It runs on a fixed schedule, checks your database for inactive and incomplete users, and validates the results before proceeding. Each user is then processed individually to send a personalized recovery email and enroll them in a follow-up sequence. Finally, the workflow updates the database to avoid duplicate outreach and notifies the sales team in Slack.

Step-by-step - Step 1: Run scheduled check and identify abandoned users - Schedule Trigger – Executes the workflow automatically every 24 hours. - Find Abandoned Users – Queries Postgres for users marked as incomplete and inactive for over 24 hours. - If – Confirms that valid user records exist before continuing.

- Step 2: Process users and send recovery emails - Loop Over Items – Processes users one at a time to avoid rate limits and execution errors. - PrepareEmail email – Generates a personalized recovery email using a predefined template. - Send a message – Sends the recovery email through Gmail. - Get a message – Retrieves the sent email details for tracking and thread reference. - StartSequence email – Adds the email to a follow-up sequence for engagement tracking.

- Step 3: Update records and notify the team - Update rows in a table – Marks the user as contacted to prevent duplicate recovery emails. - Alert Sales Team – Sends a Slack notification with user details and recovery status.

Why use this? - Recover users who abandon onboarding without manual follow-ups - Ensure each user receives only one recovery email - Keep your Postgres user data accurate and up to date - Provide sales teams with real-time visibility via Slack alerts - Improve signup completion and activation rates automatically