Skip to content
Workflow starter brief

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.

Build this workflowNo credit card requiredAI building has weekly usage limits.

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.

When

Choose a schedule: 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.

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.

Runtime limits, account access and AI usage

Apps it connects

Related templates

All templates

Agents should build your automations, not be them

Describe your first workflow in plain words. One stays live for free, no credit card.

No credit card required