Setup Flow automation to send a scheduled email to certain customer segment

To iterate through all customers, you can use the combination of the Custom trigger triggered trigger and the Start custom workflow action from the Flow Companion app. The workflow will look approximately as follows:

At the beginning of the workflow, add a check to ensure that the Specifier starts with the value send email. The Specifier value can be anything that suits you best.

In the Get customer data action, include a condition to check that the customer does not have the processed tag by entering the query condition -tag:processed in the query field.

At the end of the workflow, verify whether the list of retrieved customers contains at least one item. If it does, trigger this same workflow again, passing send email {{ “now” | date: “%Y-%m-%d %H:%M” }} as the Specifier value. The current date is needed to prevent Flow Companion app from activating an infinite loop protection. This way, the workflow will continue running until there are no customers left to process.

You can then schedule this workflow using another workflow, for example, to run once a day: