Update Google Sheets / Backup Capture

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Setup — Format Google Sheet for data entry
Columns: Deal Amount · Value · Date Closed · Deal Owner · Source / UTM · Enrolled timestamp

👤 Enrollment trigger

Enroll when Deal Stage = Closed Won

Also runs as a catch-all capture branch on key workflows — logs every enrollment for audit & recovery

⚙ 1. Format dataActions ▾

Normalize amount, date, owner fields before export

📊 2. Create Google Sheet rowActions ▾

Append row with Deal Amount, Value, Date Closed, Deal Owner, Source

Via Google Sheets integration / webhook

✅ 3. Confirm loggedActions ▾

Set property: backup_logged = true

Enables reconciliation if a downstream step fails silently

END

Built by Ethan Touch — backup-capture practice. Beyond pushing Closed-Won data to Sheets for reporting, this pattern logs every workflow enrollment to a backup file, giving an audit trail and a recovery path when workflow logic fails silently — the discipline most admins skip.