The moment it happens
Send new sign-ups a welcome email that mentions their company
Each new sign-up gets a welcome email from your Gmail that refers to their company and how they might use your product.
- Runs
- The moment it happens
- Apps
- Gmail, Perplexity
- AI
- Not needed
- Access
- Perplexity key; gmail.send
Send this to your assistant
Create a ClickRuntime automation: when someone signs up, research their company with Perplexity and send them a short personal welcome from my Gmail that mentions what their company does.
First time? Adding ClickRuntime to your assistant takes about two minutes.
Why use it
Why teams use this automation
Generic welcome emails get ignored. A short note that shows you know who the customer is starts a conversation, but founders cannot research every sign-up by hand once they come in daily.
SaaS founders, small product teams and service businesses use it to give each new customer a personal first touch, sent from a real person's inbox.
What you get out of it
Feels written by a person
The email mentions the customer's company and a relevant use, which invites a reply.
From a real inbox
It comes from your Gmail, so replies reach you and start a real conversation.
Sent within minutes
The welcome arrives while the sign-up is fresh in their mind.
No research backlog
Every sign-up is covered, even on days when dozens come in.
How it works
What happens, step by step
When someone signs up, the details arrive at your automation's link straight away.
Perplexity looks up what their company does.
A short welcome email is written that mentions their company and a relevant way to use your product.
The email is sent to the new customer from your Gmail.
Before it runs live
- Connect Google through your own Google app (a one-time, 10-minute setup), so it works with your own Gmail
- Connect Perplexity
- Paste your automation's link into the other app's webhook settings
What you get
Build your own
Need it to work differently?
Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.
Changes you can ask for
- Act only on the items that match your own rules, and skip the rest
- Add an AI step, for example to summarize, sort or draft a reply
- Add another app, for example also send it to Slack
- Combine it with other Gmail and Perplexity steps into one automation
Under the hood
The code that runs this automation
import base64
from google.oauth2.credentials import Credentials
from googleapiclient.discovery import build
from clickruntime import on_event, credentials, http
def sonar(prompt):
r = http.post("https://api.perplexity.ai/chat/completions", headers={"Authorization": f"Bearer {credentials.secret('PERPLEXITY_API_KEY')}"},
json={"model": "sonar", "messages": [{"role": "user", "content": prompt}]}, timeout=90).json()
return r["choices"][0]["message"]["content"], [s["url"] for s in r.get("search_results", [])]
def send(to, subject, body):
raw = f"To: {to}\r\nSubject: {subject}\r\nContent-Type: text/plain; charset=utf-8\r\n\r\n{body}"
build("gmail", "v1", credentials=Credentials(credentials.connection("google", "work")), cache_discovery=False).users() \
.messages().send(userId="me", body={"raw": base64.urlsafe_b64encode(raw.encode()).decode()}).execute()
@on_event
def handle(event):
s = event.json or {}
if not s.get("email"):
return {"skipped": "no email"}
first, company = (s.get("name") or "there").split()[0], s.get("company") or ""
if company:
body, _ = sonar(f"In two sentences, what does {company} do? Then write a 90-word welcome email from Sam at Acme "
f"Scheduling to {first} that mentions it and suggests one relevant way to use online scheduling. "
"Output only the email body.")
else:
body = f"Hi {first},\n\nWelcome to Acme Scheduling. If you reply with what you'd like to book first, I'll help you set it up.\n\nSam"
send(s["email"], f"Welcome to Acme Scheduling, {first}", body)
return {"sent": True, "researched": bool(company)}FAQ
Common questions
What if the company can't be found?
Does it work with personal email addresses?
Can I set the template?
What permissions does it need?
Does it need AI?
How many runs does it use?
Can I change how it works?
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