recipe-log-deal-update

SKILL.md

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"]'