When
Choose a schedule: daily at 09:00 AM UTC or faster on Pro; then check the setup Google Sheets spreadsheet and tab for rows marked Welcome or Follow up, skipping Sent.
Workflow starter brief
Welcome new contacts from a spreadsheet list
Watches a Google Sheets contact list and sends the welcome or follow-up email the status column asks for.
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Proposed workflow
A starting brief, not a preconfigured workflow or proof of a completed outcome. Review the generated steps and test with your accounts before publishing.
Then
- Send the matching Gmail email using the person's name and company.
- Set the row's status to Sent with today's date to prevent repeats.
Before you publish
Connect the accounts and credentials it needs first. Optional AI steps use AI at runtime and their output can vary, so review the workflow and test it before publishing.
Apps it connects
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Send outreach from your lead spreadsheet
Sweeps a Google Sheets lead list and sends the tailored outreach email for every row you mark ready.
Email the team a daily sales summary
Reads the day's sales from your sheet and emails the team totals and top performers.
Agents should build your automations, not be them
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