Weekly Shopify win-back emails for dormant customers

By General Input

Every Monday morning, find your high-value Shopify customers who haven't ordered in a while and get personalized win-back emails drafted in Gmail.

Integrations

  • Shopify
  • Gmail

Type

Agentic Task

Categories

  • Marketing
  • Sales

Build an agent workflow that runs on a cron schedule every Monday at 9:00 AM America/New_York. The goal is to find dormant high-value Shopify customers and draft personalized win-back emails in Gmail for our marketing lead to review and send.

Steps the agent should follow each run:

1. Use Shopify 'List Customers' to pull customers updated or created in roughly the last 12 months (paginate as needed, max 250 per page). For each customer, use Shopify 'Get Customer Orders' to compute their lifetime spend (sum of total_price across orders) and the number of days since their most recent order.

2. Keep only customers who meet ALL of these criteria: lifetime spend is at least $300 (configurable threshold), most recent order was between 60 and 180 days ago, customer has accepted marketing (accepts_marketing is true) or has no opt-out, and the customer has a valid email address.

3. For each qualifying customer, look at the line items from their past orders to identify what they previously bought. Use Shopify 'List Products' to retrieve the current product catalog and pick one or two relevant products they have NOT purchased yet (same product type or vendor as a past purchase is a good signal).

4. Draft a short, warm, personalized email for each customer (subject line plus body, around 80 to 130 words). The email should: greet them by first name, reference one specific product they previously bought, suggest the one or two new product picks with a one-line reason, and include a soft incentive by default (a free shipping reminder, a 'we just restocked your favorite' nudge, or a simple 'we'd love to see you back' line). Do not include a discount code unless explicitly enabled. Sign it from the marketing lead.

5. Deliver the drafts via Gmail. Default mode: send a single digest email using Gmail 'Send a Message' to the marketing lead's address. The digest should list each qualifying customer (name, email, lifetime spend, days since last order, past favorite, suggested products) followed by the proposed subject and body, so the lead can copy, edit, and send. Provide a configuration flag to switch to per-customer Gmail drafts instead (one draft per recipient saved in the lead's Drafts folder).

Important behavior: never send emails directly to customers. Everything goes to the marketing lead for review. If zero customers qualify in a given week, still send the digest with a one-line note saying nothing matched this week so the lead knows the workflow ran. Cap the list at the top 25 highest-spend qualifying customers per run to keep the digest readable.

Inputs the user should be able to configure: the lifetime spend threshold (default $300), the dormant window in days (default 60 to 180), the marketing lead's recipient email, the delivery mode (digest vs. per-customer drafts), whether to include a discount code, the run time zone, and the sender name to use in the email signature.

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