Route each customer to the right email, SMS, or ad follow-up

The system reads each customer's history and automatically sends the right email, text, or ad follow-up.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"new customer activity webhook"]:::trig s0["pull crm and chat data"]:::task s1["build customer journey profile"]:::task s2[("log performance results")]:::store trig --> s0 s0 --> s1 gx{"× which channel fits the customer"}:::gate s1 --> gx p00["send email"]:::task gx -->|"email"| p00 p10["send text"]:::task gx -->|"text"| p10 p20["send ad"]:::task gx -->|"retargeting ad"| p20 jn{"○ log results"}:::gate p00 --> jn p10 --> jn p20 --> jn jn --> s2 out[/"personalized follow up sent"/]:::out pay{{"right message without manual review"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepA record or sheetOne path onlyPaths rejoinResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
AI Agents & Autonomous SystemsCRM & Sales PipelineEmail AutomationMessaging & NotificationsAPI & Webhook Integration
Connects
OpenAIGmailGoogle AdsGoogle Sheets
Featured in

The problem it solves

Every customer is at a different stage, ready for a different kind of nudge, but your team can't manually review purchase history and chat logs for every contact before deciding what to send next. Generic blasts go out to everyone instead, and the customers who needed a specific follow-up don't get one.

Who it fits

E-commerce and SaaS teams running multi-channel marketing and retention campaigns.

How it works

  1. New customer activity triggers the workflow through a webhook
  2. The system pulls CRM data, purchase history, and chat interactions for that customer
  3. AI builds a profile of where the customer is in their journey
  4. AI decides whether to send an email, a text, or a retargeting ad, and routes it to the right channel
  5. Performance results are logged back to the database and a tracking sheet
What you get

Customers who get the message that fits their moment

You automatically send each customer the email, text, or ad that matches where they are in their journey with your business.

What you get

A personalized email, text, or retargeting ad sent automatically to each customer, plus an updated performance record.

What you need

CRM access, an OpenAI API key, Gmail or an SMS provider, Google Sheets, and a database such as PostgreSQL or MySQL.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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