recipe-log-deal-update
Installation
Summary
Append deal status updates to a Google Sheets sales tracking spreadsheet.
- Requires
gws-sheetsandgws-driveskills to locate and modify the Sales Pipeline sheet - Workflow: find the tracking sheet by name, read existing pipeline data, then append new deal rows with date, company, status, amount, quarter, and owner fields
- Integrates with Google Drive and Sheets APIs to maintain a centralized sales pipeline log
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
- Find the tracking sheet:
gws drive files list --params '{"q": "name = '\''Sales Pipeline'\'' and mimeType = '\''application/vnd.google-apps.spreadsheet'\''"}' - Read current data:
gws sheets +read --spreadsheet SHEET_ID --range "Pipeline!A1:F" - Append new row:
gws sheets +append --spreadsheet SHEET_ID --range 'Pipeline' --values '["2024-03-15", "Acme Corp", "Proposal Sent", "$50,000", "Q2", "jdoe"]'