Automation case study

Dashboard Subscription Campaign

This project is an automated user engagement and reactivation workflow built in n8n, designed to intelligently target and nurture users based on their account status. The system runs on a scheduled trigger and retrieves user data from a headless CMS (Strapi) via API. It filters users who either have not connected their bank account (via Plaid) or are still on a freemium plan. Using conditional logic, the workflow segments users into specific groups and dynamically selects the appropriate email template. Each user then receives a personalized email with dynamic content injection, such as first-name replacement, encouraging them to complete key onboarding steps or upgrade their subscription. The workflow also handles pagination and batching to process large datasets efficiently for stronger scalability and performance.

Built by Jonas Viray, Full Stack Developer & AI Automation Specialist

Dashboard Subscription Campaign — automation by Jonas Viray

Overview

This project is an automated user engagement and reactivation workflow built in n8n, designed to intelligently target and nurture users based on their account status. The system runs on a scheduled trigger and retrieves user data from a headless CMS (Strapi) via API. It filters users who either have not connected their bank account (via Plaid) or are still on a freemium plan. Using conditional logic, the workflow segments users into specific groups and dynamically selects the appropriate email template. Each user then receives a personalized email with dynamic content injection, such as first-name replacement, encouraging them to complete key onboarding steps or upgrade their subscription. The workflow also handles pagination and batching to process large datasets efficiently for stronger scalability and performance.

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