โ† All recipes
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

  1. Decide the columns you need (name, company, request, date, owner).
  2. Forward or paste each inquiry to the AI with instructions to add a row.
  3. 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)

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