Guide · Agent skill
How to use the Log Deal Update to Sheet agent skill
Updated · written with AI from the project's own documentation and checked against our catalogue data
The Log Deal Update to Sheet skill (recipe-log-deal-update) teaches an AI agent to add a new status row for a sales deal to a Google Sheets spreadsheet named Sales Pipeline. It is written for sales teams and account managers who track deals in a shared sheet and want to log a stage change by asking an assistant. After this guide you will know what the skill does, how to install it, how to phrase a request that triggers it, and what to check before letting it write to live data.
Log Deal Update to Sheetgoogleworkspace/cli · Apache-2.0 Download the skill Quick start
- 1Download the ZIP. Download the skill ZIP from this page. It contains SKILL.md.
- 2Unzip into a skills folder. Place the folder in ~/.claude/skills/ or in a project's .claude/skills/ directory.
- 3Install the dependencies. Make sure the gws command-line tool, the gws-sheets skill and the gws-drive skill are available.
- 4Check the sheet layout. Confirm the spreadsheet is named Sales Pipeline and its columns match the expected order.
- 5Make a natural request. Describe the deal update, including date, deal name, stage, value, quarter and owner.
- 6Review the commands. Check the find, read and append commands the agent runs against the sheet.
What an agent skill is and what this one does
An agent skill is a folder containing a SKILL.md file that gives an AI agent a set of instructions for a specific task. When a request matches the skill, the agent follows those instructions instead of working it out from scratch.
This skill covers one repeatable task: recording a deal's status in your sales log. The agent first searches your Google Drive for the spreadsheet named Sales Pipeline, reads the existing rows, then appends a new entry with values such as deal name, stage, value, quarter and owner. It does this with the gws command-line tool rather than manual copy-and-paste.
Install the skill (download ZIP and unzip, or upload in Claude)
Download the ZIP for this skill from this page. It contains SKILL.md. Unzip it into one of these locations: ~/.claude/skills/ to make it available across your projects, or a project's .claude/skills/ folder to limit it to that project.
Alternatively, in the Claude apps open Settings, go to Capabilities, and upload the skill under Skills.
The skill also depends on two other skills, gws-sheets and gws-drive, and on the gws command-line tool. Install those as well before running this recipe.
- Location for all projects: ~/.claude/skills/
- Location for one project: .claude/skills/ inside the project folder
- Or upload via Settings → Capabilities → Skills in the Claude apps
Check the requirements before you start
The skill needs the gws command-line tool (the binary is named gws), the gws-sheets and gws-drive skills, and a Google account that has access to the Sales Pipeline spreadsheet through Google Workspace authorisation. The skill's metadata also states that it runs scripts and uses the network.
- gws command-line tool (bin: gws)
- gws-sheets skill and gws-drive skill loaded
- Google account with access to the Sales Pipeline spreadsheet
Trigger the skill with a natural request
You do not need to type the skill name. Describe the deal update in plain language, and make sure the request mentions logging or appending a deal update to the sales tracking sheet. The agent should match the request to this skill when it involves recording a deal's status.
Include the details the row needs: the date, the company or deal name, the stage, the value, the quarter and the owner. The example row in the source uses those six fields in that order.
- Log a deal update: Acme Corp moved to Proposal Sent, $50,000, Q2, owner jdoe, dated 2024-03-15.
- Add a status row to the Sales Pipeline sheet for the Acme Corp proposal.
Understand what the agent runs
The skill tells the agent to run three gws commands in order. First it searches Drive for the spreadsheet named Sales Pipeline. Then it reads the current data from the Pipeline range. Finally it appends the new row to the Pipeline range.
You can review each command before it runs, and you can compare the existing rows the agent reads with the row it plans to append.
- Step 1: find the sheet with gws drive files list
- Step 2: read current rows with gws sheets +read
- Step 3: add the new row with gws sheets +append
gws drive files list --params '{"q": "name = '\''Sales Pipeline'\'' and mimeType = '\''application/vnd.google-apps.spreadsheet'\''"}'
gws sheets +read --spreadsheet SHEET_ID --range "Pipeline!A1:F"
gws sheets +append --spreadsheet SHEET_ID --range 'Pipeline' --values '["2024-03-15", "Acme Corp", "Proposal Sent", "$50,000", "Q2", "jdoe"]'Safety notes before you let it write
This skill reads and writes live business records. The search and append steps are hard-coded to a sheet named Sales Pipeline and a Pipeline range with a fixed column layout. If your sheet has a different name or different columns, the agent could write to the wrong place. Check the sheet name and column order before the first run.
The skill runs scripts and uses the network. Use it on a Drive you trust, and avoid sensitive deal data on shared or unmanaged Drives.
- Confirm the spreadsheet is named exactly Sales Pipeline
- Confirm the columns match: date, deal, stage, value, quarter, owner
- Test on a copy of the sheet first
- Avoid sensitive deals on shared or unmanaged Drives
What people use it for
- Logging a stage change such as Proposal Sent right after a client call
- Recording a deal's value and quarter in a shared sales log
- Adding an owner's update to a simple team pipeline without opening the sheet
- Keeping a Sales Pipeline sheet current between weekly reviews
Frequently asked questions
What is the recipe-log-deal-update skill?
It is an agent skill that tells an AI agent to append a deal status row to a Google Sheets spreadsheet named Sales Pipeline. The agent finds the sheet in Google Drive, reads the existing rows, and appends the new entry using the gws command-line tool.
Do I need the gws command-line tool to use it?
Yes. The skill lists gws as a required binary, and its steps call gws drive and gws sheets commands. It also requires the gws-sheets and gws-drive skills.
Is this skill free and what licence does it use?
The source lists the licence as Apache-2.0, which is shown on this page. Check the licence file in the upstream repository for the full terms.
Can it write to Salesforce or HubSpot?
No. The skill only writes to Google Sheets. If your pipeline lives in a CRM, this skill is not the right fit.
Why does the skill fail or write to the wrong place?
The search and append steps are hard-coded to a sheet named Sales Pipeline and a Pipeline range with a fixed column layout. If your sheet has a different name or column order, the row may land in the wrong place, so check both before running it.
Does it run scripts and use the network?
Yes, the skill's metadata says it runs scripts and uses the network. Use it only on a Drive you trust, and test on a copy of the sheet first.
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Our verdict
This skill suits sales teams and account managers who keep a deal log in a Google Sheet named Sales Pipeline with a matching column layout. Pick something else if your pipeline lives in a CRM like Salesforce or HubSpot, if your sheet has a different name or structure, or if you need to keep sensitive deal data off shared Drives.
Download the skill