SALES
First Activation Milestone Nudge
Watches trial usage events in Postgres and, when a user crosses their first key activation milestone (e.g. completes onboarding or runs their first workflow), sends…
How it runs
The automated pipeline, trigger to output.
- TriggerEvery 15 min, scan usage events
- ActionQuery trial usage eventsPostgres
- LogicKeep accounts that just crossed activation threshold
- ActionFetch user name, plan, activated featurePostgres
- OutputSend personalized congrats emailGmail
- ActionMark nudge_sent to prevent re-sendPostgres
What it does
Monitors your product's usage-event table for the moment a trial account hits its first meaningful activation milestone, then fires a tailored congratulations email and logs the touch so it never double-sends.
When to use it
Run this when you want activation to feel celebrated rather than silent. Trials that hit a first milestone and get nudged toward the next one convert far better than those left to wander. Ideal for self-serve PLG motions where the first 48 hours decide the outcome.
How it works
- 1A schedule fires every 15 minutes and queries Postgres for usage events.
- 2A filter keeps only trial accounts whose cumulative event count just crossed the activation threshold and that have not yet received this nudge.
- 3For each qualifying account, an action pulls the user's name, plan, and the specific feature they activated.
- 4A personalized Gmail message congratulates them and links to the recommended next step.
- 5The flow writes a `nudge_sent` marker back to Postgres to enforce send-once.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect GmailRead, draft, send, label.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run this workflow in your colony.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.