The flow
Starts it 1Model 1Service 12
The steps in the order they run, from what starts it.
- 1Cron TriggerCronStarts it
- 2Get New Clients from NotionNotionService
- 3Send Welcome EmailGmailService
- 4Update Client to OnboardedNotionService
- 5Get Active Clients Needing Check-InNotionService
- 6Generate Check-In Message with GPT-4oOpen AiModel
- 7Send Check-In EmailGmailService
- 8Update Last Check-In DateNotionService
- 9Get Completed Clients for FeedbackNotionService
- 10Send Feedback RequestGmailService
- 11Mark Feedback CollectedNotionService
- 12Get Inactive ClientsNotionService
- 13Send Re-engagement EmailGmailService
- 14Mark Re-engagement SentNotionService
How it's built
- Starts on
- A clock
- Steps
- 14
- Size
- Medium: a working afternoon
- Connects to
- Gmail, Notion
- Model
- OpenAI
Questions
What does it need to run?
An n8n account, plus your own Gmail and Notion accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.
What starts it?
It starts on a clock.
Does it use AI?
Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.
How long does it take to set up?
Plan an afternoon. 14 steps is enough that you should read each one before running it.
How do I import it?
Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.
Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 14 steps before you point it at anything that matters.