Track Warm Intro Requests Across Your Network

1. 1

   Create Google Sheet template: prospect name, mutual connection, request date, status

2. 2

   Set up Zapier to watch Gmail for sent emails containing "intro to"

3. 3

   Parse email body to extract prospect and connection names

4. 4

   Auto-populate Google Sheet row

5. 5

   Set up weekly Zapier reminder for intros pending over 7 days

Template outline

The structure to recreate in your own workspace. Field names and thresholds are starting points.

Google Sheets Columns:
- Prospect Name | Company | Mutual Connection | Date Requested | Status | Notes
Zapier Flow:
1. Gmail trigger: New sent email with subject or body containing "introduction"
2. AI Formatter: Extract prospect and connector names
3. Google Sheets: Append row
4. Schedule: Weekly search for rows where Status = "Pending" AND Date > 7 days ago
5. Gmail: Send reminder email to AE