Put your business on autopilot
Get every new inquiry logged in your tracker with its own folder
Months later, every lead you ever got sits in one sheet, with a folder ready the moment they say yes.
A sketch of what you'll get back.
Your prompt
Fill in your details. Skip any you like.
This AI can't be filled in from a link, so the button copies your prompt: paste it into the new chat.
The prompt that gets copied
Each time a new client inquiry arrives in my Gmail (emails from [WHERE INQUIRIES COME FROM, e.g. my website contact form]), do this: 1. Read the email and pull out the person's name, email, phone if given, what they're asking for, any dates they mention and how they found me. 2. Add one row to my Google Sheet [TRACKER NAME, e.g. Client Tracker] with those details, today's date and the status 'New'. If they're already in the sheet, update their row instead of adding a new one. 3. Create a Google Drive folder named after them inside my folder [PARENT FOLDER, e.g. Clients] and put its link in the row. 4. Rate the fit against my ideal client, [YOUR IDEAL CLIENT, e.g. busy practice owners], as strong, maybe or poor, with one line on why. If anything is unclear, write 'check' instead of guessing. Don't reply to anyone, share the folder or delete any email.
Set a Gemini task that watches Gmail for new inquiries. Each one gets a row in your client sheet with their name, need and dates, plus its own Drive folder, so your tracker builds itself.
Step by step
- Create a Google Sheet called Client Tracker with name, email, need, date, source and status columns.
- Open Gemini, click Task below the text box, and paste the prompt with your details.
- Approve the Gmail, Sheets and Drive access it asks for, then test it on one past inquiry.
- Tell Gemini to run it each time an email from your contact form or booking page arrives.
- Check new rows each week and fix anything marked 'check' before you reach out.
What you'll get
A client tracker that fills itself as inquiries arrive, with a fit rating and a ready Drive folder for each person, and nothing sent without you.
Needs Google AI Pro or Ultra on a personal Google account, with Personal Intelligence on. Not in every country yet.
- Made for
- Coaches, Consultants, Creators, Small business owners
- Works in
- Gemini, Gmail