> ## Documentation Index
> Fetch the complete documentation index at: https://notikaai.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Email Workflow Planner

> Plan an app email workflow by defining the trigger, audience, timing, checks, message, and unsubscribe behavior.

Use this planner before creating a Dreamlit workflow. It helps you turn a vague email idea into a workflow that can be tested.

## 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:

```txt theme={null}
Create a workflow that starts when [event or schedule].
Send to [audience].
Wait [duration or timing], then check [current-state condition].
Only send if [condition still true].
The email should help the user [outcome].
Use [unsubscribe behavior or topic].
```

## Example

```txt theme={null}
Create a workflow that starts when a new user signs up.
Send to the new user.
Wait 3 days, then check whether they have created their first project.
Only send if they have not created a project yet.
The email should help the user finish setup with one clear next step.
Use the onboarding email topic.
```

<Card title="Create your first workflow" icon="rocket" href="/docs/getting-started/quickstart">
  Move from plan to setup.
</Card>