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Who it's for
SaaS founders and developers who want to automate their customer onboarding experience from payment to welcome email, without any manual work.
How it works
- A Stripe Trigger listens for successful payment events.
- The payment amount is converted and used to identify the subscription tier.
- Customer details are extracted from the Stripe payload.
- The AI Agent queries Pinecone to retrieve the correct plan details and generates a personalised HTML welcome email with the renewal date calculated automatically.
- The email is parsed and sent via Gmail.
Customer details and subscription info are logged to Google Sheets for renewal tracking.
Set up steps
- Connect your Stripe account and point it to listen for checkout.session.completed events.
- Store your tier information as chunks in Pinecone.
- Add your OpenAI credentials for the AI Agent and Embeddings nodes.
- Connect Gmail as your sending account.
Create a Google Sheet with columns: Name, Email, Amount, Tier, Renewal Date, Status.
Requirements
- Stripe account
- Pinecone account with tier knowledge base uploaded
- OpenAI account
- Gmail account
- Google Sheets