The problem: Someone just bought from you. That's the moment they're most excited, and also when they have the most questions. But writing a good welcome series always gets pushed to someday.
What you end up with: A short welcome email series for new customers, drafted from your real product info and FAQs, in your voice, ready for you to approve and load into your email tool.
What you'll need
Your product or service details, your top customer questions, any how-to links you already have, and the email tool where the series will live.
Getting set up
Want new customers to feel welcome without writing every email by hand? Here's a playbook built from what each tool's official docs say it can do. First, pick a tool. Lindy works across tools like Gmail and HubSpot and says actions that write or send can wait for your approval. In AI by Zapier, you can require approval before a tool runs, set per tool. Make lets you add manual approvals on its visual canvas. Next, decide how many emails to start with. Three to five is plenty. Then, gather your product info and FAQs in one doc for the agent to read. And last, have the agent draft only. You load the approved emails into your email platform yourself.
Step by step
- Give the agent your product info, FAQs, and a couple of emails you've written before.
- Ask it to suggest a simple plan: how many emails, what each covers, and when each goes out.
- Approve or adjust the plan.
- Have it draft each email, one at a time, with a clear subject line and one next step.
- Review each draft for accuracy and tone. Check every link.
- Load the approved emails into your email tool and send yourself a test.
- After a month, look at replies and questions, and tweak the series.
A prompt to start with
Here's a prompt to start with. Adjust it to fit your tool. "Using my product info and FAQs below, plan a welcome series of 3 to 5 emails for new customers: what each one covers and how many days after purchase it goes out. Then draft each email in my voice (examples below), under 150 words, with one clear next step. Only use facts from my docs. Don't promise results. Mark anything you're unsure of with [check]."
What you'll get
A simple series plan, plus a draft of each email with a subject line, body, and one next step.
If something goes wrong
If emails sound like a template, add more of your own writing as examples. If it adds features you don't offer, remind it to use only your docs. If the series feels pushy, ask for helpful tips first and offers later.
Keep in mind
Only email customers who've agreed to hear from you, include any unsubscribe info your email tool requires, and follow the email rules that apply to your business. Approve every email before it goes live.
Sources
- Lindy — official site (features, pricing, FAQ)
- Zapier Agents is now AI by Zapier — Zapier Blog
- Make AI Agents — official product page
Where each fact came from
- Recommended tools · checked Oct 28, 2026 · rechecked regularly — Lindy — official site (features, pricing, FAQ)
- Getting set up · checked Oct 28, 2026 · rechecked regularly — Zapier Agents is now AI by Zapier — Zapier Blog
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