4 use cases that work with Google Sheets, a spreadsheets and bi system.
Agents use Google Sheets as a simple store for scorecards, heartbeat logs, reports and review lists that people can edit.
4 use cases in this library work with Google Sheets, across Sales-Agent Fleet Ops, Deal Review / Forecasting, RevOps Reporting, Content and Collateral. The first ones to look at: Catch silent agent failures with a heartbeat watchdog and weekly scorecard; Stamp each deal with a structured profile and backtest the scoring blind; Test whether an ROI walkthrough should be a required deal stage. 3 of them are vendor-neutral reference setups, where Google Sheets is one of several interchangeable options. 4 of them include a copy-paste prompt.
Each entry explains what triggers the agent, which systems it reads from and writes to, the steps it follows, what it costs to run and the gotchas people hit. Every entry links to its original source, so you can read the full write-up before you copy a setup into your own Google Sheets account.
Browse by category: Sales-Agent Fleet Ops, Deal Review / Forecasting, RevOps Reporting, Content and Collateral.
This watchdog checks that your scheduled sales agents actually ran and produced something, and alerts the owner when one fails or goes quiet. A weekly scorecard shows which agents are unreliable.
Works with any of SlackMicrosoft TeamsGoogle Sheets +2
This agent builds a consistent profile of each open deal from calls and CRM data, and first tests whether that profile actually separates past wins from losses. Leaders get a deal score they have checked before trusting it.
Works with any of SalesforceHubSpotGong +6
This analysis checks whether deals that include an ROI or business-case conversation actually win more often, comparing like with like. Leaders can decide on a required sales step with evidence instead of instinct.
Works with any of SalesforceHubSpotGong +6
A Slack bot connected to call recordings and the CRM finds the stories that keep coming up in won deals, then the team maps which ones lack a one-pager, slide or page. Reps get content built from what buyers said.
Works with FathomHubSpotSlack +1
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