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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.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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

  1. When someone signs up, the details arrive at your automation's link straight away.

  2. Perplexity looks up what their company does.

  3. A short welcome email is written that mentions their company and a relevant way to use your product.

  4. 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

RunsThe moment it happens
Send new sign-ups a welcome email that mentions their companyjust nowSucceeded
Gmail · SentWelcome to Acme Scheduling, Dana: Hi Dana, Northwind Physio's three clinics must keep the phones busy. Many clinics start by putting first appointments online...

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.
  • 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

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.
personalised_welcome_emails.pyexample
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?
The email falls back to a warm, general welcome without company details, so nobody gets an odd or wrong message.
Does it work with personal email addresses?
It uses the company name or website from the sign-up form. Sign-ups with only a personal address get the general welcome.
Can I set the template?
Yes. Describe the structure, length and sign-off, and every email follows it.
What permissions does it need?
Perplexity key; gmail.send. Nothing else in your accounts is used.
Does it need AI?
No. It runs without AI, so it doesn't use your plan's AI allowance.
How many runs does it use?
One run for each event the app sends.
Can I change how it works?
Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Set up “Send new sign-ups a welcome email that mentions their company” from your assistant

Copy the prompt above, or connect your assistant first. Free plan, no credit card.