Stop blasting the same email to everyone.

What it does

Seven segments. Tags pushed back automatically.

1. 1
   Schedule Trigger — 1st of each month, 9am

   Cron: 0 9 1 * *. Once a month is the right cadence for RFM. Customer behavior does not shift fast enough to justify daily resegmentation.
2. 2
   Fetch All Customers — HTTP Request

   Pulls every customer with their order history. Replace the URL with your CRM, POS, or e-commerce platform (Shopify, Klaviyo, Mindbody, Mariana Tek, HubSpot) and add your bearer token.
3. 3
   Sample Customer Data (replace this)

   Five sample customers at different RFM positions let the workflow run out of the box. Delete this once Fetch All Customers is wired up.
4. 4
   RFM Segment — Code

   JavaScript node assigns each customer to one of seven segments based on recency, frequency, and total spend: VIP, New / Recent, Loyal Active, At Risk, Churned, One-Time Lost, Casual. Returns counts and total spend per segment.
5. 5
   Label + Recommend Campaigns — OpenAI

   gpt-4o-mini outputs JSON with a plain-English description of each segment and one specific campaign idea (subject line, offer, channel) per segment. JSON output mode is on so the next node reads it cleanly.
6. 6
   Push Tags Back to CRM — HTTP Request

   POSTs each customer ID with its assigned segment to your CRM or email tool's bulk-tag endpoint (Klaviyo profiles, HubSpot lists, Shopify customer tags). Now your campaigns are pre-segmented.

Use it in your business

Vertical-specific framing