Step 2: Connect Google Sheets

These nodes read and update the message templates and status tables. All Google Sheets nodes share the same credential type.

1. Open Retrieve Message Templates and set Document to [YOUR_ID] and Sheet to Sheet1. Credential Required: Connect your googleSheetsOAuth2Api credentials.
2. Open Fetch Status Rows and set Document to [YOUR_ID] and Sheet to Sheet1. Credential Required: Connect your googleSheetsOAuth2Api credentials.
3. Connect Google Sheets credentials to all update/append nodes: Mark Row Completed, Mark Row Passed, Append Next Step, and Append Registration Record. Credential Required: Connect your googleSheetsOAuth2Api credentials.
4. Verify Mark Row Completed has Operation set to update and columns.status set to completed.
5. Verify Mark Row Passed has Operation set to update and columns.status set to passed.
6. Verify Append Next Step has Operation set to append and maps step to {{ $('Fetch Status Rows').item.json.step + 1 }}.

Step 3: Set Up Message Matrix Processing

These nodes build the messaging structure and prepare variables for routing and personalization.

1. Open Build Message Matrix and keep the JavaScript Code as provided for grouping by step and Type.
2. Open Assign Context Variables and confirm variables is set to {{ { email: $('Fetch Status Rows').item.json['First Name']+'.'+$('Fetch Status Rows').item.json['Last Name'] +'@yourcompany.com', error: "This has been ean error" } }}.
3. Ensure Fetch Status Rows connects into Assign Context Variables and then to Route by Status.

Step 4: Configure Routing and Step Logic

The workflow routes rows based on status and step, then triggers actions or checks.

1. In Route by Status, verify the conditions use {{ $('Fetch Status Rows').item.json.status }} with outputs for sent and completed.
2. In Route Step Actions, confirm each rule matches {{ $('Fetch Status Rows').item.json.step }} for steps 1–5.
3. In Route Step Checks, confirm the same step rules are configured for steps 1–5.
4. Ensure Route by Status outputs to both Route Step Actions and Route Step Checks (separate branches).
5. Keep Perform Step Action and Verify Action Completed as placeholders for action and verification stages.

Step 5: Configure Sub-Workflow Execution and Completion Logic

These nodes execute external workflows, update statuses, and handle completion branches.

1. Open Run Sub-Workflow (Configure Required) and set Workflow to the workflow ID you want to execute. Map inputs using the provided expressions like {{ $('Fetch Status Rows').item.json.Email }} and {{ $('Build Message Matrix').item.json[$('Fetch Status Rows').item.json.step].sent.Content }}.
2. Open Run Sub-Workflow (Configure Required) 2 and set the Workflow ID for error handling, using expressions such as {{ $('Build Message Matrix').item.json[$('Fetch Status Rows').item.json.step].error.Content }}.
3. Open Set Debug Flag and keep check set to true.
4. Open Completion Branch Check and ensure it checks {{ $json.check }} for true.
5. Open Run Sub-Workflow (Configure Required) 3 and set the completion workflow ID; it uses {{ $('Build Message Matrix').item.json[$('Fetch Status Rows').item.json.step].completed['Content'] }}.
6. Open Run Sub-Workflow (Configure Required) 4 and set the error workflow ID to handle completion errors using {{ $('Build Message Matrix').item.json[$('Fetch Status Rows').item.json.step].error['Content'] }}.

Step 6: Configure Form Onboarding and Gmail Notifications

This branch captures onboarding data and sends templated email notifications via Gmail.

1. Open Onboarding Form Trigger and confirm Form Title is Welcome to our company and Form Description is Please enter you data here.
2. Verify hidden fields in Onboarding Form Trigger set step to 1 and status to sent.
3. Open Append Registration Record and verify Operation is append. Credential Required: Connect your googleSheetsOAuth2Api credentials.
4. Open Completion Form View and confirm Completion Title is Thanks a lot for entering your information.
5. Open Incoming Message Trigger and confirm inputs for email, subject, content, and variables.
6. Open Template Variable Merge and keep the templating code that replaces {{variable}} tokens.
7. Open Send Gmail Notification and set Send To to {{ $('Incoming Message Trigger').item.json.email }}, Subject to {{ $('Incoming Message Trigger').item.json.subject }}, and Message to {{ $json.msg }}. Credential Required: Connect your gmailOAuth2 credentials.

Step 7: Test and Activate Your Workflow

Validate each branch and confirm that updates and emails occur as expected before enabling scheduled runs.

1. Click Manual Run Trigger to execute the main processing path and confirm rows are read from Retrieve Message Templates and Fetch Status Rows.
2. Check Google Sheets to verify Mark Row Completed, Mark Row Passed, and Append Next Step update or append rows as expected.
3. Submit the Onboarding Form Trigger form to verify Append Registration Record adds the record and Completion Form View displays the thank-you message.
4. Trigger Incoming Message Trigger from a parent workflow and confirm Template Variable Merge produces a resolved message and Send Gmail Notification sends the email.
5. Once verified, enable Timed Trigger Start to run on schedule and activate the workflow for production use.