Developed CRM and Google Sheets Automation Systems

• Day: 2025-01-23
• Time: 18:55 to 20:25
• Project: CRM
• Workspace: WP 2: Operational
• Status: Completed
• Priority: MEDIUM
• Assignee: Matías Nehuen Iglesias
• Tags: CRM, Google Sheets, Automation, Networking, Contact Management

Description

Session Goal

The session aimed to enhance CRM management and spreadsheet automation by developing structured workflows and templates.

Key Activities

• Daily Checklist and Action System: Created a structured approach for managing contacts using a daily checklist in spreadsheets, detailing necessary columns and automated workflows.
• Relationship Management Actions: Outlined 20 actionable prompts for managing various types of relationships.
• Networking Actions for Social Innovators: Developed a list of tailored actions for networking and strategic alliances.
• Communication Actions: Categorized communication actions with specific templates for different contexts.
• Google Sheets Automation: Implemented dependent and dynamic dropdowns, text splitting, error handling, and tracking last edit dates using Apps Script.
• CRM Checklist: Packaged a comprehensive guide for daily CRM activities.

Achievements

• Developed comprehensive templates and guides for CRM and contact management.
• Enhanced Google Sheets functionality with advanced formulas and automation scripts.

Pending Tasks

• Further refine the automation scripts for better efficiency and error handling.
• Expand the relationship management prompts to include more specific scenarios.

Evidence

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• event_ids: []