Step 2: Normalize the Incoming Inputs

Clean and standardize the email and website inputs before generating a token.

1. Add Normalize Inputs and enable Include Other Fields.
2. Set the Email assignment to {{ $json.Email.trim().toLowerCase() }}.
3. Set the Company Website assignment to =https://{{ $json['Company Website'].toLowerCase().trim().trim('/').replace('https://','').replace('http://','') }}.

Step 3: Generate the Verification Token and Split the Flow

Create a verification code and send the data down two parallel branches for storage and email dispatch.

1. Add Create Verification Token and set Action to generate, Encoding Type to hex, String Length to 6, and Data Property Name to code.
2. Connect Create Verification Token to both Append Waitlist Entry and Merge Branches.
3. Note that Create Verification Token outputs to both Append Waitlist Entry and Merge Branches in parallel.

Step 4: Connect Google Sheets for Waitlist Storage

Store the initial waitlist submission and later update verification status and intended use.

1. In Append Waitlist Entry, set Operation to appendOrUpdate and map columns: Email {{ $json.Email }}, Company {{ $json['Company Website'] }}, Lastname {{ $json.Lastname }}, Firstname {{ $json.Firstname }}, Verification-Code {{ $json.code }}.
2. Set Document ID to [YOUR_ID] and Sheet Name to Sheet1 (gid=0).
3. Credential Required: Connect your googleSheetsOAuth2Api credentials to Append Waitlist Entry.
4. In Mark as Verified, set Operation to appendOrUpdate, map Email to {{ $json.Email }} and Verified to true, and use the same sheet.
5. Credential Required: Connect your googleSheetsOAuth2Api credentials to Mark as Verified.
6. In Record Intended Use, map Email to {{ $json.Email }} and Intended Use to {{ $json['Use Case'] }}, using the same sheet.
7. Credential Required: Connect your googleSheetsOAuth2Api credentials to Record Intended Use.

Step 5: Send the Verification Email and Capture the Code

Send the verification email and collect the code through forms, then merge data for validation.

1. In Merge Branches, set Mode to chooseBranch and Use Data Of Input to 2.
2. Configure Dispatch Verification Email with To Email {{ $json.Email }}, Subject Your Waitlist Verification Code, From Email [YOUR_EMAIL], and the HTML body from the workflow.
3. Credential Required: Connect your smtp credentials to Dispatch Verification Email.
4. Set up Verification Code Form with Form Title Validate your Email, Button Label Verify, and a required Verification Code field.
5. In Combine Form Payloads, set Mode to raw and JSON Output to {{ $("Create Verification Token").item.json }}, with Include Other Fields enabled.

Step 6: Validate the Code and Collect Intended Use

Check if the verification code matches, then request the user's intended use and record it.

1. In Verify Code Match, set the condition to compare Left Value {{ $json['Verification Code'] }} with Right Value {{ $json.code }}.
2. Connect the true output of Verify Code Match to Mark as Verified and the false output to Retry Code Entry.
3. Configure Retry Code Entry with Form Title Code was not valid and a required Verification Code field, then connect it back to Combine Form Payloads.
4. Set up Collect Intended Use with Form Title Intended Use, Button Label Submit, and a Use Case textarea field.
5. In Consolidate Current Data, set Mode to raw and JSON Output to {{ $("Combine Form Payloads").item.json }}.

Step 7: Test and Activate Your Workflow

Verify that form submissions, email delivery, code validation, and sheet updates work end-to-end.

1. Click Execute Workflow and submit the Waitlist Intake Form with a test email.
2. Confirm a row is added in Google Sheets by Append Waitlist Entry and that an email is sent by Dispatch Verification Email.
3. Submit the code in Verification Code Form and verify that Verify Code Match routes to Mark as Verified.
4. Complete Collect Intended Use and verify Record Intended Use updates the sheet with the Intended Use value.
5. When successful, toggle the workflow to Active for production use.