recipe-log-deal-update

googleworkspace/cli

Append deal status updates to a Google Sheets sales tracking spreadsheet.

What is recipe-log-deal-update?

This recipe logs deal progress to a Google Sheets sales pipeline tracker. Use it to automatically record deal status changes, amounts, and ownership in a centralized spreadsheet for sales team visibility.

Finds your Sales Pipeline spreadsheet in Google Drive
Reads current deal data from the tracking sheet
Appends new deal status rows with date, company, stage, amount, quarter, and owner

How to install recipe-log-deal-update

npx skills add null --skill recipe-log-deal-update

Prerequisites

gws-sheets skill installed
gws-drive skill installed
Google Workspace account with Sheets and Drive access
Existing 'Sales Pipeline' spreadsheet in Google Drive

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How to use recipe-log-deal-update

1.Ensure the gws-sheets and gws-drive skills are loaded
2.Run the drive list command to locate your Sales Pipeline spreadsheet and note its SHEET_ID
3.Prepare your deal update data: date, company name, deal stage, amount, quarter, and owner
4.Execute the append command with your SHEET_ID and the new deal values in the correct order
5.Verify the new row appears in your Google Sheets spreadsheet

Use cases

Good for

Log a deal moving from Proposal Sent to Negotiation stage
Record a new deal entry with initial contact information
Update deal amounts when terms change
Track deal ownership changes across the sales team
Maintain a historical record of deal progression

Who it's for

Sales managers
Sales representatives
Revenue operations teams
Anyone managing a shared sales pipeline

recipe-log-deal-update FAQ

What if I don't have a 'Sales Pipeline' spreadsheet yet?

Create a new Google Sheet named 'Sales Pipeline' with columns for Date, Company, Stage, Amount, Quarter, and Owner. The recipe will then find and append to it.

Can I customize the column order or add more fields?

Yes, but you must adjust the range parameter (e.g., A1:G instead of A1:F) and provide values in the matching column order.

What deal stages should I use?

Common stages are: Lead, Contact Made, Proposal Sent, Negotiation, Closed Won, Closed Lost. Use whatever stages match your sales process.

Can this run automatically on a schedule?

This recipe executes on-demand. To automate it, integrate with a workflow tool that can trigger the gws commands at set intervals.

What happens if the spreadsheet name changes?

Update the search query in step 1 to match your new spreadsheet name, or modify the recipe to accept the SHEET_ID as a parameter.

Full instructions (SKILL.md)

Source of truth, from googleworkspace/cli.

name: recipe-log-deal-update description: "Append a deal status update to a Google Sheets sales tracking spreadsheet." metadata: version: 0.22.5 openclaw: category: "recipe" domain: "sales" requires: bins: - gws skills: - gws-sheets - gws-drive

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"]'