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01 · The question

Hi Kate, I wanted to know what emails you automate, if you use the same copy for those emails, and what software you use to schedule them weekly or monthly. Thank you

Asked by VioletaFeb 11, 2026From the Telegram archive
02 · Kate's answer
Answered Feb 11, 2026

Kate's answer

Listen to Kate's answer0:00 / 5:40
03 · The short version

Kate's take, in a sentence or two

Kate explained that her email automations run through three places in Kartra—email sequences (welcome, forever funnel, buyer nurture, cart abandonment), settings-based behavioral notifications (payments, cancellations, membership unlocks), and calendar reminders for recurring calls—plus a large set of Airtable automations (dozens of them) tied to her "room membership management hub," covering things like question-answered notifications, check-in/intake reminders, win-back sequences, and retention milestone rewards. She prefers Airtable for some of these, like win-backs, because sending through Gmail feels more personal and encourages replies. Overall, her philosophy is that automations should either deliver needed information or kick off a conversation, with real human interaction taking over once someone responds.

04 · Transcript