sheets-automation

steps:

1. read_tasks:

filter: |

Status != "Done" AND

Due Date <= TODAY() + 1

2. categorize_urgency:

overdue: Due Date < TODAY()

due_today: Due Date == TODAY()

due_tomorrow: Due Date == TODAY() + 1

3. send_reminders:

for_each: task

overdue:

slack_dm:

to: "{assignee_slack_id}"

message: |

🚨 *OVERDUE*: {task_name}

Due: {due_date} ({days_overdue} days ago)

Priority: {priority}

due_today:

slack_dm:

to: "{assignee_slack_id}"

message: |

⏰ *Due Today*: {task_name}

Priority: {priority}

4. daily_recap:

schedule: "6:00 PM"

slack_channel: "#team"

message: |

📋 *Daily Task Recap*

✅ Completed: {completed_count}

⏳ In Progress: {in_progress_count}

🚨 Overdue: {overdue_count}

Top priorities for tomorrow:

{tomorrow_tasks}

---

### 3. Automated Report Generation

workflow: "Weekly Report Generator"

schedule: "Friday 5:00 PM"

steps:

1. collect_data:

sheets:

• "Sales Data"
• "Marketing Metrics"
• "Support Tickets"

2. calculate_metrics:

sales:

• total_revenue: SUM(revenue_column)
• deals_closed: COUNT(won_deals)
• avg_deal_size: AVG(deal_value)
• win_rate: won / (won + lost)

marketing:

• leads_generated: COUNT(new_leads)
• cost_per_lead: spend / leads
• conversion_rate: conversions / visitors

support:

• tickets_resolved: COUNT(resolved)
• avg_response_time: AVG(first_response)
• csat_score: AVG(satisfaction)

3. generate_report:

format: google_doc

template: "Weekly Report Template"

sections:

• executive_summary
• sales_performance
• marketing_metrics
• customer_support
• next_week_priorities

4. create_charts:

google_sheets:

• revenue_trend: line_chart
• deal_funnel: bar_chart
• lead_sources: pie_chart

5. distribute:

email:

to: leadership_team

subject: "Weekly Business Report - Week {week_number}"

attach: [report_doc, charts_pdf]

slack:

channel: "#leadership"

message: "📊 Weekly report ready: {doc_link}"

---

### 4. Inventory/Stock Tracker

workflow: "Inventory Alert System"

trigger:

type: sheets_change

sheet: "Inventory"

sheet_structure:

columns:

• Product
• SKU
• Current Stock
• Reorder Level
• Supplier
• Lead Time (days)

steps:

1. check_stock_levels:

condition: Current Stock <= Reorder Level

2. generate_alerts:

for_each: low_stock_item

actions:

• update_cell:

column: "Status"

value: "REORDER NEEDED"

format: red_background

• slack_alert:

channel: "#inventory"

message: |

⚠️ *Low Stock Alert*

Product: {product_name}

SKU: {sku}

Current: {current_stock}

Reorder Level: {reorder_level}

Supplier: {supplier}

• email_supplier:

if: auto_reorder == true

template: "reorder_request"

3. daily_summary:

schedule: "9:00 AM"

report:

• total_skus: count
• low_stock_items: count
• out_of_stock: count
• pending_orders: list

---

### 5. Form Responses → CRM + Slack

workflow: "Google Form Lead Capture"

trigger:

type: google_forms

form: "Contact Us Form"

steps:

1. capture_response:

fields: [name, email, company, message, source]

2. append_to_sheet:

spreadsheet: "Lead Tracker"

data:

• timestamp: NOW()
• name: "{name}"
• email: "{email}"
• company: "{company}"
• message: "{message}"
• status: "New"

3. enrich_lead:

clearbit:

lookup_by: email

append: [company_size, industry, linkedin]

4. create_in_crm:

hubspot:

object: contact

properties:

email: "{email}"

firstname: "{name}"

company: "{company}"

lead_source: "Website Form"

5. notify_sales:

slack:

channel: "#new-leads"

message: |

🎉 *New Lead!*

👤 {name}

🏢 {company} ({company_size} employees)

📧 {email}

💬 "{message}"

View in HubSpot ({hubspot_link})

6. auto_respond:

email:

to: "{email}"

template: "thank_you_for_contacting"

---

## Sheet Templates

### Sales Dashboard

┌────────────────────────────────────────────────────────────────┐

│ SALES DASHBOARD - {Month} │

├────────────────────────────────────────────────────────────────┤

│ │

│ ┌─────────┐ ┌─────────┐ ┌─────────┐ ┌─────────┐ │

│ │ Revenue │ │ Deals │ │ Avg Deal│ │ Win Rate│ │

│ │ $125