Email new leads from your spreadsheet automatically every day

Checks your lead spreadsheet daily, emails anyone new, and marks them contacted so no one gets emailed twice.

How the work actually flows

A straight line. Runs once per each new lead.

Pattern: Sequence (1) ยท Multiple Instances with a priori Run-Time Knowledge (14)

flowchart TD trig(["daily spreadsheet check"]):::trigtime s0["filter uncontacted leads"]:::task s1[["send outreach email"]]:::mi s2[("mark lead as contacted")]:::store trig --> s0 s0 -->|"one per each new lead"| s1 s1 --> s2 out[/"leads emailed and marked contacted"/]:::out pay{{"no missed or duplicate outreach"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepRuns once per itemA record or sheetResultPayoff
Build size
Standard

A mid-size build with several tools working together.

Business functions
CRM & Sales PipelineEmail AutomationSpreadsheet & Database OpsScheduling & Calendar
Connects
Google SheetsOutlook
Featured in

The problem it solves

Manually tracking which leads you've already reached out to means either forgetting someone or accidentally emailing them twice. Checking a spreadsheet every day to send follow-up emails one by one is a repetitive chore that's easy to let slip.

Who it fits

Solo founders, consultants, or small sales teams who track leads in a spreadsheet and want outreach handled automatically.

How it works

  1. The system checks the lead spreadsheet on a daily schedule
  2. It filters down to leads that haven't been contacted yet
  3. A templated outreach email is sent to each new lead
  4. The spreadsheet is updated to mark each lead as contacted
What you get

New leads that hear from you first

You get every new lead emailed the same day they land in your spreadsheet, without anyone having to remember to reach out.

What you get

Outreach emails sent to every new lead, with the spreadsheet automatically updated to prevent duplicates.

What you need

A Google Sheets account and a Microsoft Outlook account.

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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