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Log Deal Update to Sheet

Appends a sales deal status row to a Google Sheets pipeline tracker.

Source Download skill
Repository
googleworkspace/cli
Stars
32,059
Licence
Apache-2.0
Files
1 file

What it does

This skill teaches an AI agent to add a new row to a Google Sheets spreadsheet named Sales Pipeline, recording a deal's status such as its name, stage, value, quarter and owner. The agent first searches your Google Drive for the tracking spreadsheet, reads the existing rows, then appends the new entry using the gws command-line tool. It is a repeatable recipe for keeping a sales log up to date without manual copy-and-paste.

Great for

  • Sales teams that keep a deal pipeline in a Google Sheet named Sales Pipeline
  • Account managers who want to log a stage change quickly through an AI assistant
  • Operations staff who maintain a simple shared sales log

Skip it if

  • Teams whose pipeline lives in a CRM such as Salesforce or HubSpot, since this only writes to Google Sheets
  • Situations where the sheet is not named Sales Pipeline or has a different column layout, because the search and append steps are hard-coded to those assumptions and could write to the wrong place
  • Sensitive deal data on a shared or unmanaged Drive, because the agent will read and write live business records

Try asking

  • “Log a new update: Acme Corp moved to Proposal Sent, $50,000, Q2, owned by jdoe”
  • “Append today's status for the Globex renewal deal to my sales pipeline sheet”
  • “Add a row to the Sales Pipeline tracker for a deal I just closed”
Step-by-step guide: how to use Log Deal Update to SheetInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 1 original files, the Apache-2.0 licence and an attribution note.

    recipe-log-deal-update.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

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

    Claude Code / Agent SDK (this project only)

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

    Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.

  3. 3

    Ask for the task

    No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.

Get better results

  • Check the Sales Pipeline sheet's column order matches the values in the append step before running, since the row is written as given.
  • Use a test spreadsheet first to confirm the search finds the intended file, as the search matches by exact name and may pick up the wrong sheet.
  • Review the agent's proposed row before confirming so deal values and owners are correct.

What's inside

  • SKILL.md

Redistributed unmodified from googleworkspace/cli under the Apache-2.0 licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.