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Exercise 4

Build Your Inbox-to-Tracker Workflow

About 30 min

Your task

You'll use Gemini inside Gmail, Docs and Sheets to build three working assets: a lead tracker with AI-labeled inquiries, a set of reply drafts, and a client welcome guide. At the end, customer messages flow from your inbox into a sheet you can act on.

Time
30 minutes
You'll need
Gmail, Docs and Sheets with Gemini (Workspace business plan or Google AI Plus/Pro), your Customer FAQ from Exercise 3
Builds on
Lesson 4

Warm-up

Check yourself

Gemini drafts a perfect-looking reply that includes a price. What do you do before sending?

Coaching clients

This course comes with private coaching.

Private coaching with David opens every course here, with a syllabus built around your business. Already a client? Sign in with the email you paid with.