Use this planner before creating a Dreamlit workflow. It helps you turn a vague email idea into a workflow that can be tested.Documentation Index
Fetch the complete documentation index at: https://notikaai.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
1. What happened?
Name the product event or schedule. Examples:- a user signed up
- a payment failed
- an invite was created
- a customer crossed 80 percent usage
- every Monday at 9 AM
2. Who should receive the email?
Define the audience from app data. Examples:- the new user
- the account owner
- all admins in the workspace
- users with active trials ending in 3 days
- customers over a usage threshold
3. Should Dreamlit wait?
Many useful workflows need time between the trigger and the send. Examples:- wait 15 minutes before sending a passwordless sign-in reminder
- wait 24 hours after an invitation
- wait 3 days after signup
- wait until 1 day before subscription renewal
4. What should Dreamlit check after waiting?
This is the step that keeps workflows useful instead of noisy. Examples:- user has not confirmed their email
- invite is still pending
- user has not created a project
- subscription is still active and near renewal
- usage is still above the warning threshold
5. What should the email say?
Write the outcome in one sentence. Examples:- help the user finish setup
- confirm the account action
- warn the customer before they hit a limit
- summarize what changed this week
- ask the user to accept an invitation
6. Does it need unsubscribe handling?
Transactional and auth emails usually should not have the same unsubscribe behavior as marketing or lifecycle emails. Ask:- Is this required for account access or security?
- Is this a product notification?
- Is this a promotional or lifecycle message?
- Should the user be able to opt out of this topic?
Prompt template
Copy this and fill in the blanks:Example
Create your first workflow
Move from plan to setup.