Gmail + Google Sheets scenarios

Ready-made scenarios where Gmail and Google Sheets work together: pick one — a copy appears in your account and runs on its own.

71 scenarios

Updated tasks in Salesforce — Records in Google Sheets
New leads in Salesforce — Sending emails in Gmail
Orders from WooCommerce — a document in Salesforce and an email via Gmail
A form request into a tracker issue
Invoice data from email — straight into a sheet
Customer emails become support tickets with a spreadsheet log
Unpaid-invoice control: task and email — on their own
Urgent tasks that don't stall
Lead scoring and routing: hot leads straight to sales
Fresh jobs by your keywords — emailed every day
Candidate shortlisting, emails and screening tasks
Enriching leads with contacts — drop a sheet, get a filled CRM
Leads scored and routed to a rep — straight from the form
Win back abandoned Shopify carts by email and in CRM
A personalized sales proposal from a table row, ready and sent
Track construction progress from site photos
A proposal and payment link right after the meeting
Support emails become tickets with a priority attached
New-lead handling: CRM entry, team alert and reminder
Meeting notes — into tasks, participant emails and a summary
Tickets prioritized by importance, tasks created for you
LinkedIn leads and cold-email drafts
Reviews from maps and review sites in one sheet, with a summary email
Instant reply to a property inquiry with matched listings
Stuck tickets, followed up automatically
Data-load failure monitoring with tasks and alerts
Team-capacity tracking with over-allocation alerts
Polite candidate rejections sent by email, with the task closed
New-issue triage: task, notification, reply to the author, and a logged row
Instant email reply to leads from ads
Capture and route leads from every channel
Client renewal reminders — ahead of time
Collect client reviews and summarize them to chat automatically
A daily numbers summary — to chat and email
Personal post-webinar follow-ups, written from the recording itself
Reports from diagnosis emails — as PDF, straight to the recipients
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Alerts for customers losing interest: to the rep, into a task, and by email
CRM deals synced to a sheet, with a daily email summary
Deal close-date forecasting from your own history, auto-updated in the CRM
Automatic follow-ups for prospects who went quiet
Re-engaging quiet clients — weekly, without manual tracking
Content ideas from your audience's real pain points
Support metrics from two systems — in one weekly report
Support ticket replies drawn from your own FAQ list
Invoices from email into accounting, with approval
Change request routing: tickets, audit trail and notifications
Route change requests by the rules — no manual triage
A morning traffic summary for your site — in plain words
Reorder recommendations from your stock table — automatically
Tell customers their bug is fixed — the moment the issue closes
Daily task summaries and a weekly report by email
Customer churn prediction from deals and tickets
Payment issue handling: a reply to the customer, an escalation to the team
Customer feedback sorted into themes, tasks and a weekly report
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads
A full new-client welcome after the form
Lead verification, enrichment and sorting — automatically
Feedback from every channel into a prioritized queue
Automated cold outreach — with research on every lead
Tester feedback triage: tickets, knowledge base and a reply to the author
Meeting recording → tasks, a client email and an updated CRM record
Sort email leads and file them into the CRM — by importance
Leads from target companies' job posts — with the email ready
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot
An AI assistant over your CRM in any messenger
AI support across every channel, grounded in your docs
A personal assistant in your messenger: email, calendar, tasks, expenses

Any scenario from this collection can be launched in Scriptera: describe the task in plain words — it is built, launched and monitored for you.