Automating an E-Mail onboarding sequence

Hey @BGK0311,

Would a structure like this work for you?

Essentially, you would utilise a status label to identify each stage of the email process. From there you would need to create an automation specific to each status label that triggers that specific email - this way you can customise the email for each stage. It also works to push the date by 7 days at each stage…

This set up would also require the members to be listed in the board as items, which would trigger the initial welcome email:

Let me know what you think!