Sales & pipeline · Workflow template

Cold-email every lead in your sheet

Read your existing lead sheet top to bottom, research each lead on the web, and send each one a personalized opener. Run it whenever you’ve added leads.

Google Sheets

Build this in Carly Or copy the prompt ↓

The workflow at a glance

Trigger

Run on demand

manual

Tool

Query table

Foreach

Sweep

How this workflow works, step by step

1 Trigger Run on demand

The flow begins on run on demand. Carly is listening for this event and kicks off the rest of the steps automatically.
2 Tool Query table

Carly pulls live data from Google Sheets — "Query table." Whatever's needed for the next step is fetched fresh, not cached.
3 Foreach Sweep

Carly loops over a list — sweep — and runs the next steps once per item. Works for leads, attendees, rows, files, anything iterable.

When to use this template

You want this work to happen consistently without anyone remembering to do it.
You're already using Google Sheets, and the manual version of this is eating real minutes a week.
You want a visible canvas you can audit and edit — not a black-box agent doing things you can't see.

When not to use it

This task only happens once or twice a month — the setup cost won't pay back.
The decision in the middle of the flow needs human judgment every single time, not just on edge cases.
Your stack doesn't include any of the apps above and you don't want to wire a generic HTTP step.

Build it in 10 minutes — copy this prompt

Paste this in an email to and Carly will build the workflow for you.

Hey Carly — set up the "Cold-email every lead in your sheet" template for me and turn it on once it's working. If you need any details from me (like which sender, folder, or channel), just ask. Thanks!

Or open the dashboard →

Apps you'll connect

Carly authenticates these for you over OAuth when she sets up the workflow.

Google Sheets

Questions teams ask before building this

How long does this workflow take to set up?

Most teams have "Cold-email every lead in your sheet" running in under 10 minutes. Copy the prompt on this page into an email to carly@usecarly.com and Carly wires the workflow together for you, including authenticating Google Sheets.

Can I edit this template after Carly builds it?

Yes. Every workflow lives on the Carly canvas where you can rename steps, change conditions, swap LLM models, add filters, and re-route branches. Templates are starting points, not locked recipes.

What if I use a different tool than the ones in this template?

Carly connects to 200+ tools, plus a generic HTTP node for any API that doesn't have a native integration. Tell Carly your stack when you send the prompt and she'll pick the right connectors.

Does this run automatically once it's built?

Yes. The trigger at the start of the workflow fires automatically — on a schedule, on an inbound email, on a webhook, on a calendar event, whatever this template specifies. Carly handles the listening; you only step in when a step is gated on you.

Does this workflow cost anything to run?

This template has no AI step, so it runs free — no subscription required. Carly only charges when a workflow step calls an AI model, and this one doesn't. Build it, set it on whatever trigger you like, and it keeps running at no cost.