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oresttokovenko
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recipe-log-deal-update

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

Updated Nov 9, 2023
Search Tags:#crm#spreadsheet#sales pipeline#google sheets#gws#deal tracking#append row
One-click install
npx skills add https://github.com/oresttokovenko/dot-files --skill recipe-log-deal-update-oresttokovenko
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: recipe-log-deal-update
Source: https://github.com/oresttokovenko/dot-files/tree/main/chezmoi/dot_agents/skills/recipe-log-deal-update
Command: npx skills add https://github.com/oresttokovenko/dot-files --skill recipe-log-deal-update-oresttokovenko

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? Sales teams need to keep pipeline spreadsheets current, but manually opening Google Sheets and appending rows for every deal update is repetitive and error-prone. This Skill automates locating the tracking spreadsheet and appending a new deal status row via the gws CLI. ## Core Features & Use Cases - Spreadsheet Discovery: Finds the "Sales Pipeline" Google Sheets file by querying Google Drive with a MIME type filter. - Data Inspection: Reads the current Pipeline sheet range to review existing deal rows before appending. - Row Appending: Adds a structured deal update row (date, company, stage, value, quarter, owner) to the sheet. - Use Case: After a client call, a sales rep logs that Acme Corp moved to "Proposal Sent" with a $50,000 value, and the row appears in the shared pipeline sheet without opening a browser. ## Quick Start Log a deal update for Acme Corp with stage Proposal Sent and value $50,000 to the Sales Pipeline Google 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 append a row to a Google Sheets spreadsheet from the command line?▼

Use the gws sheets +append command with the spreadsheet ID, target range, and a JSON array of values. This Skill appends a six-column row containing date, company, stage, value, quarter, and owner to the Pipeline sheet.

How do I find a Google Sheets file ID using Google Drive?▼

Run gws drive files list with a query filtering by name and the spreadsheet MIME type application/vnd.google-apps.spreadsheet. The result returns the file ID needed for subsequent sheets read and append operations.

What prerequisites are needed to log deal updates to Google Sheets?▼

You need the gws CLI binary installed plus the gws-sheets and gws-drive skills loaded. These provide the Drive file search and Sheets read/append commands used in each step.

Can I read existing spreadsheet data before appending new rows?▼

Yes, use gws sheets +read with the spreadsheet ID and a range like Pipeline!A1:F to inspect current rows. Reading first helps verify column order and avoid duplicate or misaligned entries.

What are the limitations of appending sales data via gws sheets?▼

The append operation adds rows to the end of the specified range without validation of data types or duplicates. It also requires knowing the correct sheet name and column layout, and cannot update existing rows in place.

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