GoogleSheets Automate

Target Audience

- Businesses looking to manage waitlists effectively.
- Marketers wanting to engage potential customers through email verification.
- Developers interested in automating workflows involving Google Sheets and email communication.
- Product Managers who need to collect user feedback and intended use cases for their products.

Problem Solved

This workflow addresses the challenge of automating the user registration process for a waitlist. By implementing email verification, it ensures that only valid users are added to the list, reducing spam and enhancing data quality. Additionally, it collects valuable insights regarding users' intended use of the product, which can inform future development and marketing strategies.

Workflow Steps

1. Waitlist Form Trigger: Users submit their details through a form, including Firstname, Lastname, Email, and Company Website.
2. Clean and Standardize: The input data is cleaned and standardized, converting emails to lowercase and formatting company websites.
3. Generate Random Verification Code: A unique 6-digit verification code is generated for each user.
4. Add to Waitlist Sheet: User details along with the generated verification code are appended to a Google Sheet.
5. Send Verification Email: An email is sent to the user containing their unique verification code.
6. Validate with Verification Code: Users are prompted to enter the verification code via a form.
7. Check Code Validity: The workflow checks if the entered code matches the generated one. If correct, the user is marked as verified; if incorrect, they are prompted to reenter the code.
8. Save as Verified: Verified users' data is updated in the Google Sheet.
9. Collect Additional Data: Users are asked about their intended use of the product, which is also recorded in the Google Sheet.

Customization Guide

- Modify Form Fields: Users can change the fields in the initial waitlist form to capture additional or different information.
- Email Content: Customize the content of the verification email to match your brand's tone and messaging.
- Google Sheet Structure: Adjust the columns in the Google Sheet to include any additional data points relevant to your business needs.
- Verification Process: Change the verification code generation logic if a different format or complexity is required.
- User Feedback Collection: Tailor the additional data collection form to gather specific insights that align with your product development goals.