Pulls customer purchase history from Shopify, uses Claude to generate personalized product recommendations and email copy, and delivers campaigns through Klaviyo. Drives repeat purchases with AI-powered personalization.
Workflow Steps
Shopify
Extract customer purchase data
Connect your Shopify store and set up triggers for completed orders. Pull the customer's purchase history, browsing behavior, average order value, product categories purchased, and time between purchases. Segment customers by lifecycle stage such as first-time buyer, repeat customer, or at-risk for churn.
Google Sheets
Build customer segmentation matrix
Aggregate the raw Shopify data into a Google Sheet that calculates RFM (recency, frequency, monetary) scores for each customer and groups them into actionable segments. Enrich segments with product affinity data and cross-sell opportunity scores so the AI has a structured foundation for generating truly personalized recommendations rather than generic suggestions.
Claude
Generate personalized recommendations and copy
Send customer segments and purchase patterns to Claude with a prompt that generates personalized product recommendations, custom email subject lines, and body copy tailored to each segment. Include your brand voice guidelines and current promotions so the content is both personal and strategically aligned.
Klaviyo
Build and deploy targeted email flows
Push the personalized content to Klaviyo flows, creating dynamic email templates that pull in the right recommendations and copy for each customer segment. Set up A/B testing for subject lines and configure send time optimization based on each customer's historical engagement patterns.
Zapier
Sync campaign results back to Shopify
Use Zapier to connect Klaviyo campaign performance data back to Shopify customer records, tagging customers who engaged with specific recommendations and tracking which AI-generated content drove actual conversions. This creates a feedback loop where future recommendations are informed by what actually resonated with each customer segment.
Notion
Maintain campaign performance dashboard
Log each campaign's performance metrics, segment breakdown, and conversion attribution into a Notion database that serves as the team's central reference for personalization strategy. Track which segments respond best to which types of recommendations, and use this institutional knowledge to continuously refine the AI prompts and segmentation criteria.
Slack
Alert team on high-performing campaigns and anomalies
Configure automated Slack notifications that fire when a campaign exceeds conversion benchmarks or when a segment shows unexpected behavior like a sudden drop in engagement. Tag the e-commerce manager and marketing lead with a summary of the key metrics and a link to the full Notion dashboard for deeper analysis.
Workflow Flow
Step 1
Shopify
Extract customer purchase data
Step 2
Google Sheets
Build customer segmentation matrix
Step 3
Claude
Generate personalized recommendations and copy
Step 4
Klaviyo
Build and deploy targeted email flows
Step 5
Zapier
Sync campaign results back to Shopify
Step 6
Notion
Maintain campaign performance dashboard
Step 7
Slack
Alert team on high-performing campaigns and anomalies
Why This Works
Shopify captures rich purchase behavior data that most stores underutilize, Claude transforms that data into genuinely personalized recommendations and copy that goes beyond simple 'you bought X, try Y' logic, and Klaviyo provides the email infrastructure with advanced segmentation and analytics to deliver and measure the campaigns at scale.
Best For
E-commerce marketers and DTC brand operators who want to increase customer lifetime value through personalized post-purchase engagement.
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