Lead capture · Workflow template

Sheet row → personalized cold email

Each new prospect row gets a 1:1 opener written from their profile — Carly drafts, you approve, she sends.

Google Sheets Gmail Outlook

The workflow at a glance

Trigger
Row added
LLM
Research + draft
Wait
Wait for approval
Action
Send

How this workflow works, step by step

  1. 1 Trigger Row added

    The workflow starts when Google Sheets signals "row added". Carly is listening continuously, so the run begins within seconds of the event.

  2. 2 LLM Research + draft

    An LLM step does the thinking: research + draft. Carly picks the right model for the job and you can swap models per step if you need to.

  3. 3 Wait Wait for approval

    Carly pauses here. Wait for approval. The workflow resumes the moment the wait condition is met — a reply, a timer, an external signal.

  4. 4 Action Send

    Finally Carly takes action in Gmail or Outlook: send. This is the thing that actually moves the world.

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 — please build me this workflow.

Name: Sheet row → personalized cold email

What it should do:
Each new prospect row gets a 1:1 opener written from their profile — Carly drafts, you approve, she sends.

Steps:
1. Trigger: Row added
2. LLM: Research + draft
3. Wait: Wait for approval
4. Action: Send

Tools to wire up: Google Sheets, Gmail, Outlook

Set it live once you've got it working. 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 "Sheet row → personalized cold email" 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.

Ready to run Sheet row → personalized cold email?

Carly will build it for you and you'll be up and running in 10 minutes.

Build it in Carly