Setting Up Your First Email Automation Workflow

Your First Automation in 10 Minutes

Let's set up a basic founder follow-up automation. It's easier than you think.

Step 1: Connect Your Email

• Click "Connect Email Account"
• Choose Gmail or Microsoft 365
• Authorize send-only permission
• Done!

Step 2: Choose Your Trigger

For your first automation, use the signup trigger:

• Trigger: New user signup
• Delay: 5 minutes (gives time for email confirmation)

Step 3: Write Your Email

Keep it simple for your first one:

Subject: Quick question, {{firstName}}

Body:

"Hey {{firstName}},

Just saw you signed up. Welcome!

Quick question: what are you hoping to accomplish with [Product]?

Happy to point you in the right direction.

[Your name]"

Step 4: Set Conditions (Optional)

You can add conditions like:

• Only send to users from specific signup sources
• Exclude certain email domains
• Only send during business hours

Step 5: Test and Activate

• Send a test email to yourself
• Check formatting and personalization
• Activate the automation

Monitor Results

Check your dashboard for:

• Emails sent
• Open rates
• Reply rates

Iterate based on what you learn.