Send post-purchase email sequences with Postgres, Gmail and OpenAI
How it works This workflow automates customer communication after an order is placed. It detects new orders, sends a confirmation email, waits until delivery is completed, and then follows up with AI-generated product...
Template notes
How it works This workflow automates customer communication after an order is placed. It detects new orders, sends a confirmation email, waits until delivery is completed, and then follows up with AI-generated product tips. Finally, it sends AI-powered upsell recommendations after a defined delay. The workflow runs on a schedule and requires no manual handling.
Step-by-step - Step 1 — Order detection and confirmation - Schedule Trigger – Runs at a fixed interval to check for new orders. - Postgres – Execute a SQL query – Fetches recently created orders from the database. - Gmail – Send message – Sends an order confirmation email to the customer.
- Step 2 — Delivery status monitoring - Wait – Pauses the workflow until the expected delivery window. - Postgres – Select rows – Checks the delivery status of the order. - If – Verifies whether the product is marked as delivered. - Wait – Delays one day and repeats the check if delivery is not completed.
- Step 3 — Product usage tips (AI) - OpenAI – Message a model – Generates short and practical usage tips for the product. - Code – Formats the AI output into clean HTML bullet points. - Gmail – Send message – Emails the usage tips to the customer.
- Step 4 — Upsell recommendations (AI) - Wait – Delays for two weeks after tips are sent. - OpenAI – Message a model – Creates complementary product recommendations. - Code – Formats the recommendations for email delivery. - Gmail – Send message – Sends the upsell email to the customer.
Why use this? - Ensures timely and relevant customer communication - Prevents sending tips before the product is delivered - Improves onboarding with AI-generated usage guidance - Increases repeat purchases through smart upsell emails - Fully automated using database, email, and AI integrations