Workflow
Referral Tracking and Reward Automation
Automate referral tracking, eligibility checks, and reward delivery. Run a self-managing referral program without spreadsheets.
>_Done For You SetupWithout automation
The problem
Most referral programs die because tracking is manual. Someone refers a friend, nobody follows up automatically, the referrer forgets, and the reward never arrives on time. After a few cycles of this, people stop referring. The best growth channel for most businesses (word of mouth) gets strangled by operational friction. A study by the Wharton School found that referred customers have 16% higher lifetime value, but only if you can actually deliver on the referral experience.
How it works
The automation
New Referral Submitted
A new customer signs up using a referral code or UTM parameter
Capture the referral source
Saves 5 min/referralWhen a new signup arrives with a referral code or UTM parameter, OpenClaw logs the referrer-to-referred relationship immediately.
Validate eligibility
Saves 8 min/referralOpenClaw checks that the referred user completed the qualifying action: purchased, activated, held the purchase for the required window, and that the referrer is still active.
Trigger the reward
Saves 5 min/referralIssue the reward automatically: Stripe discount code, account credit, gift card API, or a payout flag for your finance team.
Notify the referrer instantly
Saves 3 min/referralA WhatsApp or email message goes to the referrer within seconds: 'Your friend just signed up, your $20 credit is on the way.' Real-time updates keep referrers engaged and motivated to keep sharing..
Log to your tracking sheet
Saves 4 min/referralThe full referral event writes to Google Sheets or Airtable: referrer, referred user, date, reward type, and status.
Tracked, Verified, Reward Sent
The referrer gets instant confirmation and their reward
With OpenClaw
What changes
Every referral gets tracked, validated, and rewarded the moment it qualifies. Your best customers become your best salespeople because the experience actually works: instant confirmation, automatic rewards, no waiting for someone to manually check a spreadsheet.
Tell OpenClaw: 'When a new Stripe customer signs up with a referral code, validate the referral, issue the reward as a discount code, and send the referrer a WhatsApp message confirming the credit.'
Integrations
What you will need
This workflow connects Stripe, WhatsApp, Mailchimp, Google Sheets, and OpenAI. Most of these have pre-built skills on ClawHub that install in under a minute. If you are already using these tools, you are halfway to having this workflow live.
OpenClaw runs on your own VPS ($5-15/month) and connects to these services via their APIs. You bring your own API keys.
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Common questions
Frequently asked questions
Want this workflow
running this week?
The $19 workshop covers OpenClaw setup, security, your first workflow, and connecting to channels. From there, deploying workflows like this one is straightforward.
Written by
Kevin Jeppesen
Founder, The Operator Vault
Kevin is an early OpenClaw adopter who has saved an estimated 400 to 500 hours through AI automation. He stress-tests new workflows daily, sharing what actually works through step-by-step guides and a security-conscious approach to operating AI with real tools.
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