recipe-log-deal-update

Append a new deal status row to a Google Sheets sales tracker.

1|Updated Dec 21, 2025
One-click install
npx skills add https://github.com/cdrguru/portable-agent-kit --skill recipe-log-deal-update-cdrguru
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: recipe-log-deal-update
Source: https://github.com/cdrguru/portable-agent-kit/tree/main/.agent/skills/recipe-log-deal-update
Command: npx skills add https://github.com/cdrguru/portable-agent-kit --skill recipe-log-deal-update-cdrguru

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

Automate the repetitive task of updating a sales tracker in Google Sheets when a deal status changes, ensuring data accuracy and timely updates.

Core Features & Use Cases

  • Automates appending a new deal row to the Sales Pipeline sheet.
  • Integrates with gws-sheets and gws-drive to read the sheet, compute data, and persist updates.
  • Supports common deal stages (Proposal, Negotiation, Closed-Won) across multiple accounts.

Quick Start

Run the recipe to append a new deal update to the Sales Pipeline sheet.

Frequently Asked Questions about recipe-log-deal-update

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate appending deal status updates to a Google Sheets sales tracker?

To automate appending deal status updates to a Google Sheets sales tracker, this Skill locates the target sheet by name, reads the current data range, and appends a new row with your date, company, status, amount, quarter, and user details.

Can I update multiple accounts in my sales pipeline using Google Sheets automation?

Yes, you can update multiple accounts in your sales pipeline using Google Sheets automation. This Skill handles repetitive deal-tracking tasks across multiple accounts, appending rows for stages like Proposal, Negotiation, or Closed-Won.

What data do I need to log a deal status change in Google Sheets?

To log a deal status change in Google Sheets, you need the target sheet name and specific deal data: date, company, status, amount, quarter, and user. The Skill reads the current data range to append this new row accurately.

Does this Google Sheets deal update automation require Google Drive integration?

Yes, this Google Sheets deal update automation integrates with gws-sheets and gws-drive to read the target sheet, compute the data range, and persist the appended deal status row successfully within your Drive.

What's the best way to track Closed-Won and Negotiation deals in Google Sheets?

The best way to track Closed-Won and Negotiation deals in Google Sheets is using an automated deal log recipe. It locates your Sales Pipeline sheet and appends a new row with the updated stage, ensuring timely and accurate data entry.