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Recipe Log Deal Update

Google WorkspaceOfficialPublished by Google Workspace

  • Skill
  • Workflow
  • Automation and integrations
  • Apache-2.0
  • No issues found

From the author

Append a deal status update to a Google Sheets sales tracking spreadsheet.
— the description by Google Workspace

AutoGineer summary

Written by AutoGineer from the skill’s own files, not by the author

This workflow automates the process of updating a sales pipeline by appending new deal status entries to a Google Sheets spreadsheet. It leverages Google Workspace integration to locate a specific tracking file and record structured deal information, such as dates, client names, status, and deal values, directly into the sheet.

What it does

  • Locates a specific sales pipeline spreadsheet within Google Drive.
  • Reads existing data from the designated sheet range.
  • Appends a new row containing updated deal information to the spreadsheet.

When to use it

  • When you need to maintain a consistent record of sales deal updates in a shared spreadsheet.
  • When automating CRM-like logging tasks using Google Sheets as the primary data store.
  • When you want to reduce manual data entry for recurring sales pipeline updates.

Advantages

  • Ensures consistent formatting for sales tracking entries.
  • Reduces manual effort and potential errors in spreadsheet updates.
  • Integrates directly with existing Google Workspace infrastructure.

Usage examples

“Log a new update for Acme Corp with a proposal sent status and a value of $50,000.”
The agent identifies the Sales Pipeline spreadsheet and appends a new row with the provided deal details, including the current date and user information.

Install

  1. Download the skill as a ZIP:

    https://autogineer.com/agent-skills/googleworkspace/recipe-log-deal-update/download
  2. Unzip it into the cross-client skills folder of your project:

    mkdir -p .agents/skills && unzip recipe-log-deal-update.zip -d .agents/skills

Documentation by Google Workspace

Log Deal Update to Sheet

PREREQUISITE: Load the following skills to execute this recipe: gws-sheets, gws-drive

Append a deal status update to a Google Sheets sales tracking spreadsheet.

Steps

  1. Find the tracking sheet: gws drive files list --params '{"q": "name = '\''Sales Pipeline'\'' and mimeType = '\''application/vnd.google-apps.spreadsheet'\''"}'

  2. Read current data: gws sheets +read --spreadsheet SHEET_ID --range "Pipeline!A1:F"

  3. Append new row: gws sheets +append --spreadsheet SHEET_ID --range 'Pipeline' --values '["2024-03-15", "Acme Corp", "Proposal Sent", "$50,000", "Q2", "jdoe"]'

Files

SKILL.md

Log Deal Update to Sheet

PREREQUISITE: Load the following skills to execute this recipe: gws-sheets, gws-drive

Append a deal status update to a Google Sheets sales tracking spreadsheet.

Steps

  1. Find the tracking sheet: gws drive files list --params '{"q": "name = '\''Sales Pipeline'\'' and mimeType = '\''application/vnd.google-apps.spreadsheet'\''"}'

  2. Read current data: gws sheets +read --spreadsheet SHEET_ID --range "Pipeline!A1:F"

  3. Append new row: gws sheets +append --spreadsheet SHEET_ID --range 'Pipeline' --values '["2024-03-15", "Acme Corp", "Proposal Sent", "$50,000", "Q2", "jdoe"]'

Requirements and compatibility

Works with: Claude Code, Claude apps, OpenAI Codex, GitHub Copilot, Cursor, Gemini CLI, Kiro, OpenCode, Goose, Amp, Roo Code, JetBrains Junie, Factory Droid, Devin (ex-Windsurf), Mistral Vibe, OpenHands, Letta

“Works with” means the tool reads the open Agent Skills format; a skill written for one tool may use features others lack.

Security

No issues found by our static scan· No issues found

A static scan is not a guarantee. Skills are third-party content: review a skill before you let an agent use it.

Attribution and licence

Published by
Google Workspace
Publisher
Google Workspace (Official)
Source
googleworkspace/cli · skills/recipe-log-deal-update · commit cd3697e
Licence
Apache License 2.0 (redistribution allowed)
  • LICENSE (added by AutoGineer from LICENSE)
  • ATTRIBUTION.md (written by AutoGineer)
Synced

AutoGineer is not affiliated with or endorsed by Google Workspace or Google Workspace.

Download ZIP

The ZIP holds the skill’s files, its licence files and an ATTRIBUTION.md. Download recipe-log-deal-update.zip