┌─────────────┐   ┌─────────────┐   ┌─────────────┐
│ HubSpot     │   │ Stripe      │   │ Google      │
│ (CRM)       │   │ (Payments)  │   │ Analytics   │
└──────┬──────┘   └──────┬──────┘   └──────┬──────┘
       │                 │                 │
       └─────────────────┼─────────────────┘
                         │
                         ▼
              ┌──────────────────┐
              │ Google Sheets    │
              │ (Master Dashboard)│
              └──────────────────┘
                         │
                         ▼
              ┌──────────────────┐
              │ Slack/Email      │
              │ (Daily Report)   │
              └──────────────────┘

workflow: "Daily Business Metrics Sync"

schedule: "6:00 AM daily"

steps:
  1. fetch_crm_data:
      source: hubspot
      data:
        - new_leads_today
        - deals_closed
        - pipeline_value
        
  2. fetch_revenue_data:
      source: stripe
      data:
        - mrr
        - new_subscriptions
        - churn
        
  3. fetch_traffic_data:
      source: google_analytics
      data:
        - sessions
        - conversions
        - bounce_rate
        
  4. update_sheets:
      spreadsheet: "Business Dashboard"
      sheet: "Daily Metrics"
      action: append_row
      data:
        - date: today
        - leads: "{hubspot.new_leads}"
        - deals: "{hubspot.deals_closed}"
        - mrr: "{stripe.mrr}"
        - sessions: "{ga.sessions}"
        
  5. update_charts:
      refresh: automatic (Sheets built-in)
      
  6. send_summary:
      slack:
        channel: "#daily-metrics"
        message: |
          📊 Daily Metrics - {date}
          
          💰 Revenue: ${mrr} MRR
          👥 New Leads: {leads}
          🎯 Deals Closed: {deals}
          📈 Website Sessions: {sessions}

workflow: "Sheets Task Tracker"

trigger:
  type: schedule
  frequency: every_15_minutes

sheet_structure:
  columns:
    - A: Task
    - B: Assignee
    - C: Due Date
    - D: Priority (High/Medium/Low)
    - E: Status (Todo/In Progress/Done)
    - F: Slack ID

steps:
  1. read_tasks:
      filter: |
        Status != "Done" AND
        Due Date <= TODAY() + 1
        
  2. categorize_urgency:
      overdue: Due Date < TODAY()
      due_today: Due Date == TODAY()
      due_tomorrow: Due Date == TODAY() + 1
      
  3. send_reminders:
      for_each: task
      
      overdue:
        slack_dm:
          to: "{assignee_slack_id}"
          message: |
            🚨 *OVERDUE*: {task_name}
            Due: {due_date} ({days_overdue} days ago)
            Priority: {priority}
            
      due_today:
        slack_dm:
          to: "{assignee_slack_id}"
          message: |
            ⏰ *Due Today*: {task_name}
            Priority: {priority}
            
  4. daily_recap:
      schedule: "6:00 PM"
      slack_channel: "#team"
      message: |
        📋 *Daily Task Recap*
        
        ✅ Completed: {completed_count}
        ⏳ In Progress: {in_progress_count}
        🚨 Overdue: {overdue_count}
        
        Top priorities for tomorrow:
        {tomorrow_tasks}

workflow: "Weekly Report Generator"

schedule: "Friday 5:00 PM"

steps:
  1. collect_data:
      sheets:
        - "Sales Data"
        - "Marketing Metrics"
        - "Support Tickets"
        
  2. calculate_metrics:
      sales:
        - total_revenue: SUM(revenue_column)
        - deals_closed: COUNT(won_deals)
        - avg_deal_size: AVG(deal_value)
        - win_rate: won / (won + lost)
        
      marketing:
        - leads_generated: COUNT(new_leads)
        - cost_per_lead: spend / leads
        - conversion_rate: conversions / visitors
        
      support:
        - tickets_resolved: COUNT(resolved)
        - avg_response_time: AVG(first_response)
        - csat_score: AVG(satisfaction)
        
  3. generate_report:
      format: google_doc
      template: "Weekly Report Template"
      sections:
        - executive_summary
        - sales_performance
        - marketing_metrics
        - customer_support
        - next_week_priorities
        
  4. create_charts:
      google_sheets:
        - revenue_trend: line_chart
        - deal_funnel: bar_chart
        - lead_sources: pie_chart
        
  5. distribute:
      email:
        to: leadership_team
        subject: "Weekly Business Report - Week {week_number}"
        attach: [report_doc, charts_pdf]
        
      slack:
        channel: "#leadership"
        message: "📊 Weekly report ready: {doc_link}"

workflow: "Inventory Alert System"

trigger:
  type: sheets_change
  sheet: "Inventory"
  
sheet_structure:
  columns:
    - Product
    - SKU
    - Current Stock
    - Reorder Level
    - Supplier
    - Lead Time (days)

steps:
  1. check_stock_levels:
      condition: Current Stock <= Reorder Level
      
  2. generate_alerts:
      for_each: low_stock_item
      actions:
        - update_cell:
            column: "Status"
            value: "REORDER NEEDED"
            format: red_background
            
        - slack_alert:
            channel: "#inventory"
            message: |
              ⚠️ *Low Stock Alert*
              
              Product: {product_name}
              SKU: {sku}
              Current: {current_stock}
              Reorder Level: {reorder_level}
              Supplier: {supplier}
              
        - email_supplier:
            if: auto_reorder == true
            template: "reorder_request"
            
  3. daily_summary:
      schedule: "9:00 AM"
      report:
        - total_skus: count
        - low_stock_items: count
        - out_of_stock: count
        - pending_orders: list

workflow: "Google Form Lead Capture"

trigger:
  type: google_forms
  form: "Contact Us Form"
  
steps:
  1. capture_response:
      fields: [name, email, company, message, source]
      
  2. append_to_sheet:
      spreadsheet: "Lead Tracker"
      data:
        - timestamp: NOW()
        - name: "{name}"
        - email: "{email}"
        - company: "{company}"
        - message: "{message}"
        - status: "New"
        
  3. enrich_lead:
      clearbit:
        lookup_by: email
        append: [company_size, industry, linkedin]
        
  4. create_in_crm:
      hubspot:
        object: contact
        properties:
          email: "{email}"
          firstname: "{name}"
          company: "{company}"
          lead_source: "Website Form"
          
  5. notify_sales:
      slack:
        channel: "#new-leads"
        message: |
          🎉 *New Lead!*
          
          👤 {name}
          🏢 {company} ({company_size} employees)
          📧 {email}
          💬 "{message}"
          
          [View in HubSpot]({hubspot_link})
          
  6. auto_respond:
      email:
        to: "{email}"
        template: "thank_you_for_contacting"

┌────────────────────────────────────────────────────────────────┐
│                    SALES DASHBOARD - {Month}                   │
├────────────────────────────────────────────────────────────────┤
│                                                                │
│  ┌─────────┐  ┌─────────┐  ┌─────────┐  ┌─────────┐          │
│  │ Revenue │  │ Deals   │  │ Avg Deal│  │ Win Rate│          │
│  │ $125K   │  │ 23      │  │ $5,400  │  │ 34%     │          │
│  │ ▲ 15%   │  │ ▲ 8%    │  │ ▲ 12%   │  │ ▼ 2%   │          │
│  └─────────┘  └─────────┘  └─────────┘  └─────────┘          │
│                                                                │
│  [Revenue Trend Chart - Line]                                  │
│  [Pipeline by Stage - Funnel]                                  │
│  [Top Sales Reps - Bar]                                        │
│                                                                │
├────────────────────────────────────────────────────────────────┤
│ Date    │ Deal      │ Value   │ Rep    │ Stage    │ Prob     │
│ 1/30    │ Acme Corp │ $15,000 │ Alice  │ Proposal │ 60%      │
│ 1/29    │ Tech Inc  │ $8,500  │ Bob    │ Demo     │ 40%      │
│ ...     │ ...       │ ...     │ ...    │ ...      │ ...      │
└────────────────────────────────────────────────────────────────┘

┌────────────────────────────────────────────────────────────────┐
│                   MARKETING METRICS                            │
├────────────────────────────────────────────────────────────────┤
│ Channel     │ Spend    │ Leads │ CPL    │ Conv % │ Revenue   │
├─────────────┼──────────┼───────┼────────┼────────┼───────────┤
│ Google Ads  │ $5,000   │ 150   │ $33    │ 3.2%   │ $45,000   │
│ Facebook    │ $3,000   │ 200   │ $15    │ 1.8%   │ $28,000   │
│ LinkedIn    │ $2,500   │ 50    │ $50    │ 5.5%   │ $35,000   │
│ Organic     │ $0       │ 300   │ $0     │ 2.1%   │ $52,000   │
├─────────────┼──────────┼───────┼────────┼────────┼───────────┤
│ TOTAL       │ $10,500  │ 700   │ $15    │ 2.8%   │ $160,000  │
└────────────────────────────────────────────────────────────────┘

ROAS: 15.2x
Best Channel: LinkedIn (highest conversion)
Action: Increase LinkedIn budget by 20%

# Auto-status based on date
=IF(C2<TODAY(), "OVERDUE", IF(C2=TODAY(), "DUE TODAY", "UPCOMING"))

# Days until due
=DATEDIF(TODAY(), C2, "D")

# Auto-assign based on criteria
=IFS(B2="Enterprise", "Alice", B2="Mid-Market", "Bob", TRUE, "Carol")

# Calculate conversion rate
=IFERROR(D2/C2, 0)

# Running total
=SUMIF($A$2:A2, "<="&A2, $B$2:B2)

# Conditional formatting trigger
=AND($E2="High", $F2<TODAY())

# VLOOKUP from another sheet
=VLOOKUP(A2, 'Reference Data'!$A:$C, 3, FALSE)

# Query for dashboard
=QUERY(Data!A:F, "SELECT A, SUM(C) WHERE B='Closed Won' GROUP BY A")

# Task Reminder System Setup

## Sheet Structure

Create a sheet named "Tasks" with these columns:

| A | B | C | D | E | F |
|---|---|---|---|---|---|
| Task | Assignee | Due Date | Priority | Status | Slack ID |
| Review proposal | Alice | 2026-01-31 | High | In Progress | U12345 |
| Update docs | Bob | 2026-02-01 | Medium | Todo | U67890 |

## Automation Workflow

```yaml
trigger: Every 15 minutes
actions:
  1. Check for tasks due within 24 hours
  2. Send Slack DM to assignee
  3. Post daily summary at 6pm

🚨 *OVERDUE*: Review proposal
Due: Jan 29 (1 day ago)
Priority: High

Please update status or mark complete.

⏰ *Due Today*: Update documentation
Priority: Medium

You've got this! 💪

📋 *Daily Task Recap*

✅ Completed today: 5
⏳ In Progress: 3
🚨 Overdue: 1

Tomorrow's priorities:
• Review proposal (High) - Alice
• Client call prep (High) - Bob

---

*Sheets Automation Skill - Part of Claude Office Skills*