New sheet lead → qualify, email, and track
For every new Google Sheet row, research and qualify the lead, save the enrichment and decision in a Workspace data table, email qualified leads, and mark successful sends. Sends automatically after the qualification filter.
Google Sheets 
Gmail 
Outlook The workflow at a glance
Trigger Action How this workflow works, step by step
- 1 Trigger New sheet row
The workflow starts when Google Sheets signals "new sheet row". Carly is listening continuously, so the run begins within seconds of the event.
- 2 Tool Web search
Carly pulls live data from the connected tool — "Web search." Whatever's needed for the next step is fetched fresh, not cached.
- 3 LLM Qualify
An LLM step does the thinking: qualify. Carly picks the right model for the job and you can swap models per step if you need to.
- 4 Tool Upsert data rows
Carly pulls live data from the connected tool — "Upsert data rows." Whatever's needed for the next step is fetched fresh, not cached.
- 5 Filter Qualified only
Carly drops anything that doesn't match: qualified only. The flow only continues for relevant items.
- 6 Action Send email
Finally Carly takes action in Gmail or Outlook: send email. This is the thing that actually moves the world.
- 7 Tool Update data rows
Carly pulls live data from the connected tool — "Update data rows." Whatever's needed for the next step is fetched fresh, not cached.
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 Gmail, 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 "New sheet lead → qualify, email, and track" 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!
Apps you'll connect
Carly authenticates these for you over OAuth when she sets up the workflow.
Google Sheets Gmail Outlook Questions teams ask before building this
How long does this workflow take to set up?
Most teams have "New sheet lead → qualify, email, and track" 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?
Running the workflow itself — triggers, tool calls, branches, filters, waits — is free with no per-task fees. You only pay for the AI steps in this template (the LLM nodes that classify, write, or decide). Everything around them runs at no cost.
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