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Manage sales work across Gmail, Calendar, Sheets, and Drive. Prepare for client calls, record deal updates, turn follow-up emails into tasks, share proposals, and get a weekly summary of the sales pipeline.

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• Prepare for client calls by reviewing attendees and agendas
• Record deal updates in a tracking spreadsheet
• Turn follow-up emails into tasks

Prepare a new month of tracking in Google Sheets by copying a template tab within the same spreadsheet and renaming the copy for the month you want to record.

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• Preparing a tracking tab for a new month
• Reusing the same template each month
• Copying a template and naming it for the target month

Create an expense tracker in Google Sheets with columns for date, category, description, and amount. Add an initial expense entry, then give a manager read-only access to the spreadsheet.

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• Creating a new expense tracking spreadsheet
• Adding column headers and an initial expense entry
• Sharing expense records with a manager for viewing

Coordinate project work across Google services by recording progress in Sheets, scheduling recurring meetings, sharing files through Drive, and emailing status updates. A weekly overview helps check upcoming meetings and unread items.

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• Reviewing meetings and unread items at the start of the week
• Recording project progress in Sheets
• Scheduling recurring team standups

Support team leadership with daily progress reports, meeting preparation, weekly summaries, and tasks drawn from email. Share updates in Google Chat and track team objectives and measurable results in a shared spreadsheet.

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• Share daily team progress in Google Chat
• Prepare for one-on-one meetings
• Review weekly team summaries

Read selected data ranges from two tabs in the same Google Sheets spreadsheet, then compare their contents to identify differences. Use it to review changes between tables stored on separate tabs, such as monthly records.

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• Comparing tables on two monthly tabs
• Checking changes between two versions of a table
• Comparing selected ranges across tabs

Find Gmail messages with a chosen label, retrieve their contents, and send them to another address. Use it to pass messages for review by composing an email with the original subject and body.

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• Forward labeled messages to a manager for review
• Find emails marked with a review label
• Send a message body to another address

Set up a new Google Tasks list and populate it with initial tasks. Add task titles, supporting notes, and due dates where needed, then list the tasks to review what was registered.

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• Create a task list for quarterly goals
• Add a task with notes and a due date
• Register several initial tasks

Organize Google Drive files by creating a project folder and subfolders, moving existing files into their intended locations, and listing folder contents to check the resulting structure.

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• Set up folders for a new project
• Create a Documents subfolder
• Move existing files into the intended folders

Create a Google Slides presentation with a chosen title and share it with a teammate as an editor. This recipe provides the commands for setting up a presentation before collaborative work begins.

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• Setting up a quarterly review presentation
• Sharing a new presentation with an editor
• Preparing a presentation for team collaboration

Read event details from rows in Google Sheets and create corresponding Google Calendar entries. Use a spreadsheet as the starting point for registering multiple meetings or events, including their times and attendees.

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• Transfer a spreadsheet of events to Google Calendar
• Register meeting times and attendees from a sheet
• Create calendar entries for multiple planned events

Create a Google Meet meeting space and email its join link using Gmail. This skill connects meeting creation with sending an invitation message, providing a concrete sequence for preparing and sharing a meeting.

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• Creating a meeting space for an impromptu discussion
• Emailing a meeting link to a team
• Preparing a meeting space and its invitation together

List the files in a Google Drive folder and download them individually. The workflow also covers exporting Google Docs as PDF files for a local copy of the documents.

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• Download files from a shared folder
• Export Google Docs as PDFs
• List folder contents before downloading

Set up a Google Classroom course, invite students by email address, and list enrolled students. The workflow covers course details such as name, section, and room, helping teachers handle the initial setup and enrollment checks.

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• Create a course for a new class
• Set the course name, section, and room
• Invite students by email address

Find Gmail messages that match a search condition, apply a chosen label, and archive them by removing the inbox label. Use this workflow to organize messages such as notifications from a specific sender.

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• Organize notification emails from a specific sender
• Apply a chosen label to matching messages
• Archive labeled messages to clear the inbox

Review unfinished work in Google Tasks by listing task lists and checking task due dates. Identify overdue items that need attention and prioritize them to decide which outstanding tasks to address first.

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• Find unfinished tasks that are past due
• Review due dates in a task list
• Prioritize overdue work

Retrieve responses from a Google Form and review them in a table. The workflow covers listing forms when the form ID is unknown, checking form details, and fetching the submitted responses.

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• Reviewing survey responses in a table
• Checking a form when its ID is unknown
• Reviewing form details alongside submitted responses

Find a Gmail message and save its body in a Google Doc, together with the sender and subject. Use it to archive important correspondence or keep an email available as a reference document.

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• Archiving important emails as documents
• Saving messages with sender and subject details
• Keeping email content for later reference

Organize research papers and notes in Drive, write summaries in Docs, and log data in Sheets. Share findings with collaborators and send peer review requests through Gmail to support research teamwork.

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• Organizing research papers and notes in Drive
• Writing research notes and summaries in Docs
• Logging experiments and findings in Sheets

Find a sales tracking spreadsheet in Google Sheets, review its current entries, and append a deal update with the date, company, status, amount, quarter, and owner.

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• Record a deal update after sending a proposal
• Add a deal's amount, quarter, and owner
• Review existing entries before logging an update

Share a Google Drive folder and its contents with collaborators. Find the folder by name, assign editing or viewing permissions to individual people, and check the resulting permissions after sharing.

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• Share project materials with team members
• Give stakeholders viewing access to a folder
• Check folder permissions after sharing

Set up change notifications for Google Drive files or folders, with update events delivered to a Pub/Sub topic, a message destination. The workflow also covers listing subscriptions and renewing them before they expire.

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• Setting up notifications for Drive changes
• Checking registered notification subscriptions
• Renewing subscriptions before they expire

Read data from Google Sheets and turn it into a Google Docs report. The workflow covers creating the document, writing report sections, and granting a stakeholder permission to read the finished file.

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• Create a sales report from spreadsheet data
• Write a report with a summary and key deals
• Grant stakeholders read access to a report

Create a Google Docs document from an existing template, add content, and share it with collaborators. The workflow connects template copying in Google Drive with document writing and granting a named user editing access.

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• Create a project brief from a template
• Add project objectives to a copied document
• Give collaborators editing access to a new document