Why it belongs
Connector skills and project workflows both use sheet-based operations.
Watch-out
Sheets need owners and field rules before they become a shadow CRM.
Automation
Google Sheets
Use it for simple reports, lead lists, QA sheets, and shared operating views.
Use when
Put the tool to work in a clear lane.
- A team needs a lightweight shared table.
- A workflow needs a simple export.
- A report needs to be reviewed by non-technical users.
Related skills
Run these checks before the tool gets more weight.
Follow-up
Lead Follow-Up Gap Check
Trace one new lead from form or call to CRM, task, reply, and booked next step.
CRM
CRM Cleanup Sprint
Clean the fields, stages, and next steps that make lead follow-up hard to trust.