recipe-log-deal-update - SKILL.md Agent Skill

name: recipe-log-deal-update description: "Append a deal status update to a Google Sheets sales tracking spreadsheet."

Log Deal Update to Sheet

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

When to Use

Use this workflow when the user wants to log a deal status change, update a sales pipeline tracker, or record a customer interaction.

Workflow

1. Find the tracking sheet

gws drive files list \
  --params '{"q": "name contains 'SHEET_NAME' and mimeType = 'application/vnd.google-apps.spreadsheet'"}' \
  --fields "files(id,name)" --format table

2. Review current data

gws sheets +read --spreadsheet SHEET_ID --range "SHEET_TAB!A1:F" --format table

Show the user the current state of the pipeline.

3. Append the update

Gather the update details from the user and append:

gws sheets +append --spreadsheet SHEET_ID --range 'SHEET_TAB' \
  --values '["DATE", "COMPANY", "STATUS", "AMOUNT", "QUARTER", "OWNER"]'

4. Confirm

Show the user the updated row.

Tips

Use today's date in ISO format for consistency
Match the column order to the existing sheet headers
If the sheet has formulas in certain columns, skip those in the append