Automate lead emails and client tracking straight from Google Sheets

When you update a lead or client status in Google Sheets, the right email goes out and delivery time is tracked.

How the work actually flows

From the manual situation today to what runs on its own.

flowchart TD trig>"Sheet status updated"]:::trig s0["Stage change detected"]:::task trig --> s0 s1["Right email sent automatically"]:::task s0 --> s1 s2["Client record updated"]:::task s1 --> s2 out[/"Delivery time calculated"/]:::out s2 --> out pay{{"Nothing forgotten, less admin"}}:::pay out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
CRM & Sales PipelineEmail AutomationMessaging & NotificationsSpreadsheet & Database OpsAPI & Webhook Integration
Connects
GmailGoogle Sheets

The problem it solves

Chasing leads through different stages and remembering to send the right follow-up email at the right time is easy to forget when you're busy running the business. Tracking how long each project actually takes to deliver usually means digging through timestamps by hand.

Who it fits

Small service businesses or agencies running their sales pipeline out of a Google Sheet.

How it works

  1. You mark a lead as qualified in your Google Sheet
  2. A booking email is sent to the lead automatically
  3. When a lead moves to Awaiting Proposal, a heads-up email goes out letting them know a proposal is coming
  4. When a lead is marked Won, they're added to your Clients tab with a start timestamp
  5. When a client's project is marked Delivered, an end timestamp is stamped and the total delivery time is calculated
What you get

Leads who hear from you the moment status changes

Update a lead's status in your spreadsheet and the right email goes out immediately, with delivery tracked for you.

What you get

Automatic follow-up emails at each pipeline stage, plus a Clients tab that tracks start times, end times, and delivery duration.

What you need

A Google Workspace account with Gmail and Google Sheets.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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