I want an AI-powered simple CRM/marketing email system using baserow

Made with Baserow
1

I want to create personalized welcome emails for SaaS users, based on their interests and how they’ve been using my platform. I don’t trust ChatGPT to generate an email without reviewing it first, so I thought I could have a system which generates the email, puts it in Baserow for approval/review, then fires off the email after validation. Does anyone have a similar workflow ?

2

@frederikdc @joffcom @troytessalone as experts in automation, have you folks ever created a similar workflow in the past?

3

Hi @lucw ,

I haven’t created such an automation, but I think you can achieve it by combining HTTP requests and Webhooks in n8n:

  • Step 1: use a webhook to detect a new signup
  • Step 2: if the webhook is triggered, send an HTTP request to the OpenAI API with the required data (the interests of the user)
  • Step 3a: use an HTTP request to create a new record in Baserow that inputs the OpenAI API response.
  • Step 3b: send an e-mail (or other notification) to yourself that something needs to be reviewed
  • Step 4: review and - optionally edit - the generated e-mail. NOTE: Baserow 1.23 now has a rich text field that allow markdown styling.
  • Step 5: make sure your table has a checkbox where you can indicate the generated mail as ok. Use a webhook that triggers on update and that checks is the checkbox is marked.
  • Step 6: If the update webhook is triggered and the checkbox is marked, send the email to the new user.

Hope this helps to build the automation.

Regards
Frederik

4

An alternative take on this would be to use the Baserow Trigger community node I created for n8n and once triggered have the workflow make your email template and send it to yourself with an approved link from a wait node that would then send the email.

This way you would get the same email in your inbox and you can just press a link at the bottom to send it, In its simplest form the workflow would be something like…

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5

Thank you all. n8n seems to be the way to go. Should I try the self-hosted version or the cloud version ?

6

Cloud is easier if you are not comfortable managing a server, if you know how to manage containers though you can set it up on Digital Ocean or Hetzner following the docs.