Send personalized SaaS welcome emails with Stripe, Pinecone, GPT-4o, and Gmail
Go to Workflow
Ruth Aju
Description
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