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Send personalized SaaS welcome emails with Stripe, Pinecone, GPT-4o, and Gmail

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