Recover Abandoned Onboarding Users with Personalized Emails via Postgres, Gmail & Slack

Description

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