Route affiliate leads to the right Google Sheet automatically

Every new affiliate form submission is filed into the correct spreadsheet and posted to Slack instantly.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"affiliate form submitted"]:::trig s0["find matching spreadsheet"]:::task s1["add lead as new row"]:::task s2["send Slack notification"]:::svc trig --> s0 s1 --> s2 gx{"× spreadsheet already exists"}:::gate s0 --> gx p00["use existing spreadsheet"]:::task gx -->|"exists"| p00 p10["create new spreadsheet"]:::task gx -->|"not found"| p10 jn{"○ add lead row"}:::gate p00 --> jn p10 --> jn jn --> s1 out[/"lead filed and team notified"/]:::out pay{{"organized leads without manual sorting"}}:::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 stepAn outside serviceOne path onlyPaths rejoinResultPayoff
Build size
Advanced

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

Business functions
Messaging & NotificationsSpreadsheet & Database OpsFile & Cloud Storage
Connects
TallyGoogle SheetsGoogle DriveSlack

The problem it solves

When leads come in from multiple affiliates, sorting them into the right spreadsheet by hand is tedious and mistakes are easy to make. Setting up a new spreadsheet every time you add an affiliate adds even more manual work.

Who it fits

Affiliate managers and partner programs collecting leads through a shared form.

How it works

  1. A lead submits your form with an affiliate code
  2. The system finds the spreadsheet matching that code
  3. If none exists, a new spreadsheet is created automatically
  4. The lead details are added as a new row
  5. A Slack message notifies your team with the full details
What you get

Affiliate leads filed under the right code every time

Every affiliate lead lands in the correct spreadsheet automatically and your team gets notified right away.

What you get

An organized, per-affiliate spreadsheet row and a Slack alert with the lead's details.

What you need

A Tally account, a Google account, and a Slack workspace.

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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