General 1,651 installs

Log Deal Update to Sheet

by googleworkspace/cli

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

Skill content

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

- Requires gws-sheets and gws-drive skills 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

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"]'