Every patient gets followed up
The introduction and check-in sequence runs for every new enquiry automatically, instead of depending on a busy front desk remembering to send it manually to each one individually.
Coming soonEmail Marketing Specialist
Set up automated email sequences
The business nurtures leads and customers on autopilot — a welcome series, a re-engagement sequence — without anyone remembering to hit send each day.
Works with
What it does
How Patri handles this
Patri builds multi-step, trigger-based workflows (signup, tag added, date reached, inactivity period) using a visual sequence of wait steps, conditional branches and send actions. Each workflow runs continuously in the background once activated by the owner.
A physiotherapy clinic's front desk means to follow up with every new patient enquiry — an introduction email, a reminder about what to bring, a check-in after the first session — but the person meant to send those is also answering phones, booking appointments and greeting walk-ins. The follow-up sequence happens for the patients someone happens to remember, and quietly does not happen for the rest.
Automation workflows build that sequence once and let it run continuously in the background. The owner sets a trigger — a new signup, a tag being added, a set number of inactive days — and lays out wait steps, conditional branches and send actions in a visual sequence. Once activated, the clinic's welcome sequence and its re-engagement nudge both run unattended, checking each enrolled contact's status at every step rather than assuming nothing has changed since they joined.
Where set up automated email sequences happens
Patri runs this directly on the platforms your customers already use — no separate app for them to install.
- Gmail
- MailChimp
- Brevo
- SendGrid
How it works
Step by step
- 01
Pick the enrolment trigger
Choose what starts the sequence — a new signup, a tag added to a contact, a fixed number of days of inactivity — as the single event that enrols someone into the automation going forward from that point.
- 02
Lay out the sequence visually
Arrange wait steps, conditional branches and send actions on a visual canvas — wait two days, check if they opened the last email, send accordingly — building the logic without writing a line of code at all.
- 03
Activate and let it run
Turn the automation on, and every newly qualifying contact enters the sequence automatically from that point forward, with the clinic's staff free to focus on patients in the room rather than the follow-up queue itself.
- 04
Check enrolments, pause anytime
See exactly who is currently enrolled and at which step, and pause the whole automation instantly if something needs correcting, rather than letting a flawed sequence keep running unattended for weeks on end, unchecked and unnoticed.
Why it matters
What you get out of it
Runs while nobody is watching
A re-engagement nudge for patients who have gone quiet fires on schedule overnight or over a weekend, without anyone needing to be at a desk to trigger it themselves.
A visible log and switch
Pausing a workflow the moment something looks wrong, and seeing exactly what each automation has actually sent, means unattended sending never becomes an unaccountable black box.
The detail
What to know before you rely on it
An automation runs unattended for as long as it stays active, which is precisely why it needs a suppression check at every single send step, not only when a contact first enrols. A patient can unsubscribe on day two of a five-day welcome sequence, and without a check at each remaining step, the sequence would keep sending to someone who has already opted out.
Activating a workflow is lower-stakes than a one-off broadcast in the moment it is switched on, since nothing is sent yet, but the sequence it sets in motion can run for weeks and reach every future qualifying contact without anyone reviewing it again. That makes a clear on/off state and a visible enrolment log essential — the clinic should always see who is currently mid-sequence and what each step has actually sent, not just trust that an automation switched on months ago still does what it was built to do.
Sequences that reference a specific action — a booking, a purchase, a signup — depend on that event being reported accurately by whatever system triggers it. A welcome sequence tied to a new patient signup only starts for patients who completed a real signup step with recorded consent; it cannot be backdated onto an existing list of names collected some other way. And an active automation still needs its domain properly authenticated to have any real chance of its messages reaching an inbox — a well-timed sequence sent from an unauthenticated domain is still invisible mail that nobody sees arrive.
Industry use cases
Where this earns its keep
13 industries where Patri applies this directly.
Patri sends service-reminder and follow-up sequences tied to a vehicle's purchase or last-service date, and recovers stalled test-drive or quote inquiries.
A dealership's website inquiry form feeds new leads into a segmented list; Patri sends a short nurture sequence over the following two weeks and a service-due reminder automation runs quietly in the background for existing customers.
See the automotive playbookPatri nurtures inbound leads with a multi-step sequence tied to lead source and engagement level, and a require-approval step keeps outbound tone consistent before anything reaches a prospect's inbox.
A software reseller captures demo requests through a signup form; Patri enrolls each lead in a welcome-and-nurture automation while the sales manager reviews and approves the first broadcast to a larger prospect list before it sends.
See the b2b sales playbookPatri sends compliant, opt-in-only product update and rate-change emails, with an approval step and DPDP-aligned consent records to satisfy internal audit requirements.
A regional NBFC branch collects customer email consent at account opening; Patri stores that consent record and later sends a fixed-deposit rate update only to customers whose consent record is on file, routed through a manager approval step first.
See the banking and finance playbookPatri sends abandoned-cart recovery emails when a product page visit does not convert, and personalizes campaigns by past purchase category (skincare vs. makeup).
A D2C skincare brand connects its online store; when a shopper adds a serum to cart but leaves, Patri's recovery automation sends a reminder a few hours later without any manual action from the brand's small team.
See the beauty and cosmetics playbookPatri runs a welcome series for new course sign-ups and a re-engagement sequence for learners who have gone quiet, segmented by course category.
An online exam-prep platform enrolls every new trial signup into a welcome series that introduces study resources over the first week, while a separate automation checks in on students who have not logged in for two weeks.
See the education playbookPatri lets a solo consultant send a simple newsletter and a short automated welcome sequence to new subscribers from their portfolio site, with minimal setup.
An independent designer adds a signup form to their portfolio page; Patri captures each new subscriber's consent and sends a two-email welcome sequence introducing recent work.
See the freelancers and consultants playbookPatri sends appointment-reminder-style nurture sequences and re-engagement campaigns while keeping AI-drafted copy under human review for any health-related claims.
A physiotherapy clinic uses a welcome sequence for new patient inquiries and a quarterly newsletter reviewed by the clinic owner before sending, since Patri flags AI-drafted health claims for manual approval.
See the health and wellness playbookPatri recovers abandoned online-catalogue browsing sessions and segments subscribers by room category (kitchen, living room, bedroom) for more relevant campaigns.
A modular-furniture retailer connects its catalogue site; a visitor who views a wardrobe configuration but does not request a quote receives a follow-up email a day later through Patri's recovery automation.
See the home decor and furnishing playbookPatri gives an agency a shared approval workflow and per-client segmentation so campaigns for multiple clients can be drafted, reviewed and sent from one workspace without mixing lists.
An agency managing five retail clients keeps each client's contact list and consent records separate in Patri, with every draft campaign routed through the account manager's approval before it reaches that client's subscribers.
See the marketing agencies playbookPatri nurtures property inquiries with a timed follow-up sequence and requires approval before any campaign reaches a broader buyer list.
A brokerage captures site-visit inquiries through a signup form; Patri enrolls each inquiry in a nurture sequence that shares similar listings over the following weeks, while a broadcast to the full buyer list still needs the principal broker's sign-off.
See the real estate playbookPatri sends offer and event campaigns to a diner list built from in-store signup forms, respecting unsubscribe requests immediately so complaint rates stay low.
A restaurant collects email addresses through a QR-code signup form at checkout; Patri sends a monthly offer email to that list and automatically suppresses anyone who unsubscribes from future sends.
See the restaurants and food playbookPatri runs a re-engagement automation for clients who have not booked in a while and personalizes campaigns by service history (hair vs. spa vs. nails).
A salon connects its booking system; clients with no visit in the last two months are automatically enrolled in Patri's re-engagement sequence, which pauses immediately if the client books a new appointment.
See the spas and salons playbookPatri sends post-inquiry nurture sequences for travel packages and abandoned-booking recovery emails when a quote request is not completed.
A travel agency's package-inquiry form feeds into Patri, which sends a short sequence of destination highlights over the following days and a follow-up if the traveler started but did not finish a booking request.
See the travel and tourism playbookMore from Patri
Everything else it handles
Draft and send email campaigns
The business gets a professional-looking email out to its list without hiring a designer or writing code.
Learn moreTarget the right subscribers
The business sends fewer, more relevant emails and avoids annoying subscribers who do not care about a given message.
Learn moreGreet new subscribers automatically
New subscribers and customers get an immediate, on-brand introduction instead of silence after they sign up.
Learn moreRecover lost sales and drop-offs
The business wins back revenue and engagement from people who started something (a cart, a booking, an inquiry) and did not finish.
Learn moreTest subject lines and content before a full send
The business finds out which subject line or message performs better before committing the whole list to one version.
Learn moreKeep emails out of the spam folder
The business's emails actually land in the inbox instead of silently disappearing into spam, protecting the value of every other feature in the product.
Learn moreQuestions
Straight answers.
What happens if a patient unsubscribes halfway through a five-day sequence?
The sequence checks suppression status again at every remaining step, not only at the moment someone first enrolled, so an unsubscribe on day two stops every message scheduled for day three onward across the rest of the sequence. There is no separate action needed from the clinic — the check runs automatically before each individual send is dispatched to that contact.
Can I see who is currently inside a workflow and what step they are on?
Yes, every automation shows its current enrolments and exactly which step each contact is sitting at, so the clinic can check the sequence is behaving as intended rather than trusting it blindly once switched on and left running. This is also where a stuck or mis-firing contact would show up clearly if something in the logic needed correcting sooner rather than later.
If I pause an automation, does that stop messages already scheduled?
Pausing halts the sequence for everyone currently enrolled and stops new contacts from entering, so no further steps fire until it is resumed by someone on the team. It is the fastest way to stop a flawed sequence mid-run, without deleting the whole workflow and losing the enrolment history recorded up to that point in time, permanently and for good.
Does an automated welcome sequence still need proper consent to start?
Yes — a workflow triggered by a new signup only enrols contacts who completed a genuine signup step with recorded consent, and it cannot be applied retroactively to an existing list collected by some other means without that same basis in place already, checked upfront. Automating a sequence does not change what counts as valid consent to begin sending it in the first place, whether the send is manual or automated.
The rest of your stack
It plugs into what you already run.
Patri connects to your tools
No rip-and-replace — set up automated email sequences works alongside the systems already running your business.
- Shopify
- WooCommerce
- Zoho
- Google Sheets
- HubSpot
- Salesforce
- Typeform
- Zapier
- Airtable
- Stripe
Coming soon