📝 Overview
In this case study, we will explore a Flowbot that sends step emails. The goal is to send different content based on the number of days since an inquiry was received, using email or form submissions as triggers.
🛠️ Features and Tools to Use
YoomDB: Stores inquiry data
Schedule Trigger: Starts the Flowbot at a specified time
Parallel Progress Command: Creates multiple routes for different workflows
Data Operation & Conversion Operation: Adds or subtracts dates to determine the right schedule
Database Operation: Retrieves and updates records
Branch Command: Splits the workflow based on conditions
Repeat Command: Loops through multiple records individually
Email Sending Operation: Sends the emails
🔍 How It Works
Data Preparation:
The YoomDB stores inquiry data received via email or form in advance.Trigger:
A Schedule Trigger is set to run the Flowbot daily at 10:00 AM.Route Splitting:
We use the Parallel Command to split routes based on the number of days since the inquiry. The example mainly focuses on the route for Day 3.Date Calculation:
Using the Calculation action, we calculate the date for Day 3 (3 days before the Flowbot start date).Record Retrieval:
The Retrieve Record action fetches multiple records from YoomDB.Branching and Repeat:
The Branch Command ensures we only proceed if there’s a matching record. The Loop Command is used to process each record individually.Email Creation and Sending:
For each record, the Send Email action creates and sends an email for Day 3, based on the data retrieved in previous steps.Record Update:
After sending the email, set up Update Record action in the YoomDB to mark the record as processed.
🚀 Try It Yourself!
Use the pre-built Flowbot template - Click Here to Try It