1.Detect new spreadsheet row
Integrate Google Sheets and spreadsheet workflows to ingest new inquiry rows for follow-up processing.
Create new buyer lead and project board item
Automatically detect new spreadsheet rows across Google Sheets and sales enrichment tools. Create and update when buyer-fit score is computed, contacts and project items are created, and exposé emails are sent—so you can avoid manual follow-up and duplicate processing.
How this automation creates buyer-ready project work
When new spreadsheet rows land in Google Sheets, leads can stall and duplicates can slip through. This automation extracts contact details and creates CRM contacts and project items while it sends exposé emails and updates the sheet—so your team can respond fast.
Google Sheetsor swap with your favorite app
2.Extract and normalize contact data
Integrate ChatGPT (OpenAI), data enrichment tools, and phone formatting services to extract names and E.164 phone output and score buyer fit.
ChatGPT (OpenAI)or swap with your favorite app
3.Search or create CRM contact
Integrate onOffice enterprise and CRM tools to search by email or create a contact record with normalized phone and source tags.
onOffice enterpriseor swap with your favorite app
4.Create project board item
Integrate monday.com and project board tools to create an item with email, phone, buyer-fit score, received date, and assigned owner.
monday.comor swap with your favorite app
5.Send exposé email to prospect
Integrate Microsoft Outlook and email templates to send a templated exposé subject and link using the configured sender account.
Microsoft Outlookor swap with your favorite app
6.Update original sheet row
Integrate Google Sheets and reporting tools to mark the row processed and write back buyer-fit score and CRM reference.
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Simplify contact records with automated lead capture, record updates, and duplicate prevention
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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