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Log won deals to a sheet

Adds a row to a Google Sheet every time a deal is won, so finance and ops keep working in the sheet they already have.

Authored by Trishik Shrestha

Growth Marketer at Intempt

Agentic workflow

Coming soon

1 step Blu runs end to end. It drafts a plan and nothing runs until you approve it.

  1. 1

    Append a row on every win

    Coming soon

    Blu builds workflows

Leaves behind Workflow

About this recipe

When to use it

Finance keeps a sheet. Sales keeps a CRM. Someone reconciles the two on Friday. This writes the row the moment a deal is won, so there's nothing left to reconcile.

What it delivers

Appends a row to a Google Sheet on every closed-won deal, using the fields your finance and ops team already track.

How you prompt this

Describe the outcome in your own words and Blu Agent maps it to this recipe, or run it by name. It drafts a plan first and nothing runs until you approve it.

Tell Blu Agent what you want

“Adds a row to a Google Sheet every time a deal is won, so finance and ops keep working in the sheet they already have.”

recipe.md preview

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Inputs & outputs

What the recipe needs before it runs, and what it leaves in your workspace.

Inputs

  1. 01Event: deal_stage_changedRequired
  2. 02Integration: google_sheetsRequired

Outputs

  1. 01WorkflowWorkflow produced by this recipe.

How the recipe runs

Blu follows the steps in order and shows you each one before anything goes live.

  1. 01Append a row on every winWhen a deal moves to closed won, a row goes into the chosen sheet with the deal, account, amount, close date, owner and source. Columns are matched by header name and never by position, so inserting a column cannot silently misdirect every write after it. A sheet that is momentarily locked does not fail the run: the skipped rows are recorded so they can be recovered.Workflow

Connections required

  • google_sheetsRequired

Install Intempt and run it

  1. 1

    Sign up

    Create a free Intempt workspace.

  2. 2

    Connect your data

    Add the sources this recipe reads from.

  3. 3

    Ask Blu

    Type /google-sheets-deal-won-row in Blu once this recipe is live there.

  4. 4

    Review and approve

    Blu builds each step and waits for your OK before anything goes live.

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