# Expensify trial and upgrade flow: 8 emails See every email Expensify sends in its signup sequence: 8 emails over 9.6 days. Remix the whole sequence onto your brand with Brew. Canonical: https://brew.new/browse/flows/expensify.com/trial - Brand: [Expensify](https://expensify.com) - Type: Signup sequence - Category: Welcome - Length: 8 emails in 9.6 days ## Emails ### 1. Welcome to Expensify First email · Welcome Expensify Concierge Sep 5, 2026 at 01:09 PM Hi! I'm Concierge. I can help you get set up, answer questions, and update your expenses with a… [Read this email](https://brew.new/browse/templates/email/pt1_k97np7zyj1s7y0sartcb2tx8758e574f.md) ### 2. Your free trial has started! Let's get you set up. Same day as email 1 · Other Expensify Concierge Sep 5, 2026 at 03:09 PM 👋 Hey there, I'm your Expensify account executive. Now that you've created a workspace, make… [Read this email](https://brew.new/browse/templates/email/pt1_k97hgdta8pkqmd5pfz0gmyrc6n8e42gc.md) ### 3. Add your payment card to keep Expensify running smoothly 2 days 14 hours after email 2 · Other Expensify Concierge Sep 8, 2026 at 04:56 AM To continue using Expensify without interruption, please add your payment card. It only takes a… [Read this email](https://brew.new/browse/templates/email/pt1_k97yfx550b7wffa5aw501jdm0x8e46jh.md) ### 4. Choose who to collect receipts from 2 days after email 3 · Other Expensify Concierge Sep 10, 2026 at 04:40 AM Let me know who you want to collect receipts from on your Brew's Workspace. Once you invite… [Read this email](https://brew.new/browse/templates/email/pt1_k97xmy85nzg7j2q3xahsthmgt18e4e08.md) ### 5. Watch: 3 AI expense agents built in 60 minutes 5 hours after email 4 · Education Built from scratch on screen, so you can set up your own. Free 60-minute replay. [Read this email](https://brew.new/browse/templates/email/pt1_k97v2cabyh8z4bvft5kqackvnx8e49qv.md) ### 6. Unlock 1%-2% cash back with the Expensify Card 1 day 22 hours after email 5 · Newsletter Expensify Concierge Sep 12, 2026 at 07:59 AM Get the Expensify Card for 1% cash back on every US purchase. When your total monthly spend… [Read this email](https://brew.new/browse/templates/email/pt1_k97k7x2wzkqpnyk27sb81r7jts8e83ek.md) ### 7. Expensify and your accounting integration 2 days 12 hours after email 6 · Other Expensify Concierge Sep 14, 2026 at 07:09 PM Hey there, I was doing a review of your account and noticed that you still need to connect to… [Read this email](https://brew.new/browse/templates/email/pt1_k97metq8zbpqtcyv69yyp874pd8eez4m.md) ### 8. Set up automatic expense submissions? 10 hours after email 7 · Other Expensify Concierge Sep 15, 2026 at 05:23 AM I can submit your receipts to your manager on a recurring schedule. Let me know your preferred… [Read this email](https://brew.new/browse/templates/email/pt1_k97sqvya4w6b0fk775es3tk5bs8efm3p.md) ## Related - [Remix this flow on your brand](https://brew.new/browse/flows/expensify.com/trial) - [All email flows](https://brew.new/browse/flows.md)