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Recipe 10 min
Salesforce weekly review: data into Google Sheets on a schedule, then a review pack
No API project needed. Pull opportunities into Google Sheets with the Salesforce connector, refresh it on a schedule, and turn it into a weekly review pack.
The prompt · ChatGPT
Build my weekly Salesforce review pack. If my data from this tool is available to you in this chat through a connected app, use it and tell me which records you used; if not, work only from the export or text I've pasted below. Opportunities sheet: [attach it or point to it in Drive: name, owner, stage, amount, close date, last modified] Last week's sheet: [attach, if you want week-on-week movement] Stalled means: [e.g. no change in 21 days] Ask me up to 3 short questions first if anything important is missing. Wait for my answers. Then: 1. Movement since last week: new, moved forward, moved back, won, lost. 2. Stalled opportunities by owner. 3. Forecast risk: deals closing this month that look unlikely, and why. 4. One action per owner for the meeting. Use only what I've given you, leave blanks for any price or fact I haven't given, and don't invent anything. UK English. Stay in this ChatGPT chat. Do not turn on apps or connectors, and do not use memory from another chat.
What you get (sample answer)
Movement vs last week: +3 new, 2 forward, 1 back, 1 won, 1 lost. Stalled by owner: Sam 2 deals (Hartley, Brookside); Alex 1 (Moss). Forecast risk: Hartley close 30 Sep still in Proposal with no stage change in 28 days. Actions: Sam — programme + start week ask; Alex — price call; close Brookside or push date.
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