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
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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.
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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.
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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.
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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