5 Email Automation Workflows Every Business Needs
Email automation is one of the highest-ROI activities you can set up. These 5 workflows are essential.
1. Welcome Sequence
Trigger: New subscriber or signup
What it does:
- Email 1: Welcome + what to expect
- Email 2: Your best content/resources
- Email 3: Your story + why you exist
- Email 4: Soft CTA (free trial, demo, etc.)
Why it matters: First impressions are everything. A good welcome sequence sets the tone for the relationship.
2. Lead Nurture Sequence
Trigger: Lead shows interest but doesn't convert
What it does:
- Share case studies and social proof
- Address common objections
- Provide value without being pushy
- Gradually increase urgency
Why it matters: 80% of sales require 5+ follow-ups. Automation does this for you.
3. Onboarding Sequence
Trigger: New customer or user
What it does:
- Quick start guide
- Feature highlights
- Tips for success
- Check-in for feedback
Why it matters: Proper onboarding reduces churn and increases lifetime value.
4. Re-engagement Sequence
Trigger: Inactive subscriber/customer
What it does:
- "We miss you" message
- Special offer or incentive
- Survey to understand why
- Final "stay or go" email
Why it matters: It's 5x cheaper to retain a customer than acquire a new one.
5. Post-Purchase Sequence
Trigger: Customer makes a purchase
What it does:
- Thank you + confirmation
- How to get the most value
- Request for feedback/review
- Cross-sell/upsell (tastefully)
Why it matters: Existing customers are your best source of referrals and repeat business.
Making Automation Feel Human
The key to good automation is making it not feel automated:
- Use personalization tokens
- Write like you're talking to a friend
- Segment based on behavior
- Have clear unsubscribe options
Automation in Dewx
Dewx makes email automation simple:
- Connect Gmail or Outlook
- Dew AI can draft personalized sequences
- Track opens and responses in your unified inbox
- Follow up automatically based on engagement
Ready to automate? Join the beta.