The document is an internal guide created by Kate McKibbin (Head Nerd / Admin) that outlines how to build a waitlist autopilot funnel using a visual automation builder. It provides four steps, each with a screenshot and a share link to a template: Step Two (opt‑in automation), Step 3 (waitlist offer logic), and Step 4 (connecting the pieces). The core automation flow is illustrated with a Mermaid diagram that details the sequence of actions—adding a waitlist tag, sending a confirmation email, waiting a set period, adding a contact note, entering a promo automation, and waiting for a promo‑end condition. The guide ends with a request for feedback on the setup.
Topics
Waitlist Autopilot: Overview and Purpose
Explains the goal of the automation—capturing opt‑in users, nurturing them through email, and moving them into a promotional waitlist sequence.
Step‑by‑Step Build: Share Links and Screenshots
Provides concrete share links (tplshare.com URLs) and visual screenshots for each stage of constructing the automation in the platform.
Automation Logic Flowchart: Tagging → Email → Wait → Note → Promo Entry → Condition Wait
A Mermaid diagram that maps the exact sequence of automation actions, including tag addition, email dispatch, timed waits, contact note creation, entry into a promo automation, and final condition‑based wait.
Feedback Request: Collaborative Review
Ends with a call‑out (KR) asking collaborators for their thoughts on the automation setup.