Daily personalized donor thank-you drafts in Gmail

By General Input

Every morning at 8am, draft warm, personalized thank-you emails in Gmail for yesterday's Squarespace donations, ready for a human to review and send.

Integrations

  • Squarespace Forms
  • Gmail

Type

Agentic Task

Categories

  • Operations
  • Marketing

Build me an agent workflow that runs every morning at 8am on a cron trigger and drafts personalized donor thank-you emails in Gmail for the prior day's Squarespace donations. The trigger has to be cron because Squarespace Forms does not support poll triggers.

Each run, the agent should:

1. Call Squarespace Forms "Retrieve All Transactions" filtered to the previous 24 hours. Important: per Squarespace's own docs, the Orders API does not include donations, so transactions is the correct source. Keep only entries that are donation-type transactions and discard regular product orders.

2. For each remaining donation, take the payer's email and call Squarespace Forms "Retrieve All Profiles" to look up that donor's profile and prior giving history. Use this to detect whether the donor is a first-time giver or a repeat giver and to pull any notes already on the profile.

3. Write a warm, specific thank-you email that references the donor by name, the amount they gave, the cause or fund if it is present in the transaction metadata, and includes a one-line acknowledgement when they are a repeat giver (something like "thank you again for your continued support"). Keep the tone genuine and human, not corporate. Do not invent impact details that are not supported by the data.

4. Create each thank-you in Gmail using "Create a Draft", addressed to the donor's email. Do not send. The draft is so a human at the nonprofit can review and click send.

5. Skip and log donations that cannot be drafted: anonymous donors, missing email, obviously test entries, or refunded transactions. Do not create a draft for these.

At the end of the run, output a short summary that lists how many drafts were created, how many donations were skipped, and the reason for each skip (for example: 2 anonymous, 1 missing email).

Operations to use: Squarespace Forms Retrieve All Transactions, Squarespace Forms Retrieve All Profiles, Gmail Create a Draft.

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