How it works
How it works This workflow automatically identifies users who started but did not complete the signup process. It runs on a fixed schedule, checks your database for inactive and incomplete users, and validates the results before proceeding. Each user is then processed individually to send a personalized recovery email and enroll them in a follow-up sequence. Finally, the workflow updates the database to avoid duplicate outreach and notifies the sales team in Slack. Step-by-step Step 1: Run scheduled check and identify abandoned users** Schedule Trigger – Executes the workflow automatically every 24 hours. Find Abandoned Users – Queries Postgres for users marked as incomplete and inactive for over 24 hours. If – Confirms that valid user records exist before continuing. Step 2: Process users and send recovery emails** Loop Over Items – Processes users one at a time to avoid rate limits and execution errors. PrepareEmail email – Generates a personalized recovery email using a predefined template. Send a message – Sends the recovery email through Gmail. Get a message – Retrieves the sent email details for tracking and thread reference. StartSequence email – Adds the email to a follow-up sequence for engagement tracking. Step 3: Update records and notify the team** Update rows in a table – Marks the user as contacted to prevent duplicate recovery emails. Alert Sales Team – Sends a Slack notification with user details and recovery status. Why use this? Recover users who abandon onboarding without manual follow-ups Ensure each user receives only one recovery email Keep your Postgres user data accurate and up to date Provide sales teams with real-time visibility via Slack alerts Improve signup completion and activation rates automatically. An n8n automation workflow template by Avkash Kakdiya.
Avkash Kakdiya
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