Workflow templateSet up every new freelance inquiry
Summarizes each new project inquiry in Gmail, logs it, and prepares the folder, brief and calendar hold for the work.
Workflow illustration
01Trigger
ScheduleAsk me to choose daily at 09:00 AM UTC or faster on Pro; then fetch unread Gmail project inquiries.
02
Custom stepSummarize the client, scope, rate and deadline.
03Go
Google SheetsAppend it to the Google Sheets spreadsheet id you choose in setup.
04Go
Google DriveCreate a job folder and Google Docs brief in the Google Drive folder id you choose in setup.
05Go
Google CalendarBlock the deadline week in Google Calendar.
06Gm
GmailLabel the email Intake Done in Gmail to prevent repeats.
07
OutputFinish
How it runs
This is the brief Whenever builds from. Change any of it in plain words before you publish.
When
Ask me to choose daily at 09:00 AM UTC or faster on Pro; then fetch unread Gmail project inquiries.
Then
- Summarize the client, scope, rate and deadline.
- Append it to the Google Sheets spreadsheet id you choose in setup.
- Create a job folder and Google Docs brief in the Google Drive folder id you choose in setup.
- Block the deadline week in Google Calendar.
- Label the email Intake Done in Gmail to prevent repeats.