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.