Office admin / OperationsCustomer communicationClaude (Cowork)
Log a flood of inquiries into a spreadsheet automatically
Who did it: Reddit user u/ELB_CnC
When cold inquiries jumped to 5-7 a day with no CRM, they set up Claude to put every incoming inquiry into a spreadsheet it maintains, so the team could follow up.
Time saved: not stated in the source.
Steps
- Decide the columns you need (name, company, request, date, owner).
- Forward or paste each inquiry to the AI with instructions to add a row.
- Have a teammate follow up from the sheet.
The prompt
Example prompt written by FirstAIWin to match the documented task โ not the original user's words. Replace the [brackets].
Add this inquiry as a new row in my tracking spreadsheet with columns: Date, Name, Company, Email, What they want, Urgency (high/medium/low), Suggested next step. Inquiry: [paste email]
Source: Reddit r/smallbusiness (Reddit)