Why We Are Moving

The automation tools connect directly to Gmail. Everything — inbound triage, outbound outreach, and the shared log — runs through Google.

One account, full automation. Gmail via Google Workspace connects to Zapier via OAuth with no extra configuration. Google Sheets and Google Drive are included in the same account, so the log spreadsheet is always accessible in the same place.

Gmail

Two inboxes — support and outreach — both connected to Zapier. All automated sending and receiving runs through here.

Google Sheets

The shared automation log. Every email processed — inbound or outbound — gets a row added automatically.

Google Drive

Stores the log spreadsheet and any supporting documents. Accessible by the whole team from any device.


How to Set It Up

Follow these steps in order. Steps 1 to 4 are one-time setup. Steps 5 and 6 take a few minutes each.


The Shared Spreadsheet

One spreadsheet with two sheets — each automation writes to its own sheet.

Sheet 1 — Inbound Triage

Every support email processed by the inbound automation gets a row here, regardless of whether it was auto-replied or escalated.

ColumnValue
Date & TimeAuto-timestamp
Sender NameFrom email header
Sender EmailFrom email header
SubjectEmail subject line
Email BodyFull plain text body
Response SentFirst 300 chars of reply, or N/A
StatusResolved Automatically / Escalated to Human

Sheet 2 — Outbound Outreach

Every business the outbound automation processes is logged here — sent, skipped, or no email found.

ColumnValue
Date & TimeAuto-timestamp
Business NameFrom SerpAPI
IndustryFrom SerpAPI
Contact NameFrom Hunter
Contact EmailFrom Hunter
Email SentYes / No
StatusContacted / No Email Found / Skipped