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Workflow template

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.

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 check the setup Google Sheets spreadsheet and tab for rows marked Welcome or Follow up, skipping Sent.

Then

  1. Send the matching Gmail email using the person's name and company.
  2. Set the row's status to Sent with today's date to prevent repeats.

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