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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 Sid Chaudhary

Founder & CEO 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 a step

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. Nothing declared beyond an Intempt workspace. Blu asks for anything else it needs as it goes.

Outputs

    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 winCreate a workflow triggered on deal stage changing to Closed Won. One step: append a row to the chosen Google Sheet with deal name, account, amount, close date, owner and source. Map columns by header name, never by position, so someone inserting a column in the sheet does not silently redirect every write after it. Failure policy is skip-and-record: a sheet that is momentarily locked should not fail the run, and the skipped rows need to be recoverable.

    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.

    More recipes by Sid Chaudhary

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