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Skill

recipe-log-deal-update

log sales deal updates to spreadsheets

Covers Google Sheets Google Workspace CRM Sales

Description

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

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"]'

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