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Workflow template

Set 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.

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

  1. Summarize the client, scope, rate and deadline.
  2. Append it to the Google Sheets spreadsheet id you choose in setup.
  3. Create a job folder and Google Docs brief in the Google Drive folder id you choose in setup.
  4. Block the deadline week in Google Calendar.
  5. Label the email Intake Done in Gmail to prevent repeats.

Apps it connects

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