Welcome Business Signups: Gmail + Notion CRM + Slack
Runs every 4 hours, fetches new signups from the database, filters business emails, then for each: sends a personalized welcome Gmail with book-a-call CTA, adds them to Notion CRM with a randomly assigned owner (Dom/Jan/Maurice), and notifies #sales on Slack.
Welcome Business Signups: Gmail + Notion CRM + Slack
Automatically welcome new business signups with a personalized email, add them to your Notion CRM with a randomly assigned owner, and notify your sales team on Slack.
What This Workflow Does
Runs every 4 hours, fetches new signups from your database, filters for business email addresses (excludes gmail.com, outlook.com, etc.), then for each qualified signup: sends a personalized welcome email via Gmail, creates a CRM entry in Notion with round-robin owner assignment, and posts a notification to your #sales Slack channel.
The Pipeline
- Scheduled Trigger: Runs every 4 hours automatically
- Fetch New Users: Queries your database for signups in the last 4 hours
- Filter Business Emails: Removes free email providers (Gmail, Outlook, Yahoo, etc.)
- AI Personalization: Writes a custom welcome email based on the user's role, company size, tools, and signup source
- Send Gmail: Delivers the personalized welcome email with a book-a-call CTA
- Add to Notion CRM: Creates a new entry with randomly assigned owner (round-robin)
- Notify Slack: Posts signup details to #sales for team visibility
Smart Filtering
The workflow automatically filters out non-business signups by checking the email domain against a blocklist of free providers. Only business email addresses proceed through the pipeline.
Round-Robin Assignment
New leads are randomly assigned to team members, ensuring even distribution across your sales team. Customize the team members list in the code node.
Setup
- Replace the mock data node with your actual database connector (PostgreSQL query provided in comments)
- Connect Gmail with your sending account
- Connect Notion and set your CRM database ID
- Connect Slack and set the notification channel
- Customize team members for round-robin assignment
- Adjust the scheduled trigger interval if needed (default: every 4 hours)
Customization
| What You Can Change | How |
|---|---|
| Database query | Replace the mock data code node with a PostgreSQL/MySQL connector |
| Email template | Edit the AI prompt to match your brand voice and CTA |
| CRM fields | Adjust the Notion properties in the CRM creation node |
| Team members | Edit the round-robin list in the code node |
| Schedule | Change the cron expression (default: every 4 hours) |
| Email filter | Add/remove domains from the business email blocklist |
Who Is This For
SaaS founders and sales teams who want to:
- Automatically engage qualified signups within hours, not days
- Keep their CRM up to date without manual data entry
- Give their sales team instant visibility on new business leads
- Ensure every lead gets assigned to someone (no leads falling through cracks)
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