MARKETING
Expiring Warranty Outreach Campaign
On a schedule, finds customers whose warranty expires soon and sends each a personalized email with their exact expiration date and an extended-coverage offer.
How it runs
The automated pipeline, trigger to output.
- TriggerScheduled daily/weekly run
- ActionQuery Postgres for soon-to-expire, uncontacted warrantiesPostgres
- LogicCompose per-customer renewal message
- ActionSend personalized renewal email via GmailGmail
- OutputMark records as contacted in PostgresPostgres
What it does
Proactively reaches customers before their coverage lapses. On a recurring schedule it scans purchase records for warranties expiring within a set window, then sends each customer a tailored email stating their product, expiration date, and a link to extend or renew coverage.
When to use it
Use this to recover renewal and extended-warranty revenue that quietly slips away when customers forget their coverage is ending. Effective for brands selling extended warranties or service plans, or anyone wanting a warm touchpoint before support contact spikes.
How it works
- 1A scheduled trigger fires daily or weekly.
- 2The bot queries Postgres for purchases whose warranty expires inside the upcoming-expiry window and has not already been contacted.
- 3A logic step composes a per-customer message with product name and exact expiration date.
- 4It sends each customer a personalized email through Gmail with the renewal offer link.
- 5The bot marks each record as contacted in Postgres so no one is emailed twice.
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.
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