Why deals were won and lost — analysed from the actual correspondence

The scenario reads deal notes and correspondence from Google Sheets, has AI find the real reasons behind each outcome, writes the analysis back and emails a digest of recent deals to Microsoft Outlook.

  • Real reasons instead of a one-word «too expensive»
  • The analysis of each deal is saved into Google Sheets
  • A digest of recent deals arrives by email at Microsoft Outlook
  • You see patterns, not isolated anecdotes
Set it up for yourselfScriptera

How it works

To move data from Google Sheets to Microsoft Outlook automatically, use a ready-made scenario — no manual exports.

  1. Starts when: When clicking ‘Execute workflow’
  2. Then: Get row(s) in sheet
  3. Then: Extract Notes/Emails
  4. Check: Loop Over Items
  5. Then: Fetch Google Sheet Data
  6. Then: AI Agent1
  7. Then: Filter Recent Data
  8. Then: Send Email Digest
  9. Then: AI Agent
  10. Then: Edit Fields
  11. Then: Parse AI Response
  12. Then: Save to Google Sheets
  13. Then: Azure OpenAI Chat Model
  14. Then: Azure OpenAI Chat Model1

You can launch this Google Sheets + Microsoft Outlook integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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