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Setup guide

Lead Intake Agent for Gemini - without the spreadsheet cleanup

The free Lead Intake Agent runs on Gemini as three plain-text files: set it up once in a Gemini Gem, approve a sample-data test, then trigger each run with the usage prompt and this run's inputs.

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What the Lead Intake Agent does

If your team's files live in Google Workspace, Gemini is the shortest path for this agent. It cleans and deduplicates new leads into a single sheet - lead, company, source, duplicate status, owner - so reps start on selling, not spreadsheet hygiene.

Every uncleaned lead list costs selling hours. This assistant merges the sources, flags duplicates and conflicts for your decision, and fills owner and source per lead. Reps start on calls the same morning the list lands, and nobody discovers a duplicate after two reps called the same person.

Where the Included files go in Gemini

Create a Gem whose instructions are the skill.md contents plus the setup prompt, then run the setup. Gems keep their instructions between sessions, so the agent's rules persist. For Sheets work, Gemini's Workspace integration makes it the natural home for these agents.

What a run looks like on Gemini

A run looks like this: you open the Gem, give it this run's inputs from the usage prompt, and Gemini works through lead-intake. The output - it cleans and deduplicates new leads into a single sheet - lead, company, source, duplicate status, owner - so reps start on selling, not spreadsheet hygiene - can move straight into Sheets and Docs through the Workspace integration. You approve, adjust or discard first.

Setup, step by step

  1. Create a Gem in Gemini and name it after the job (for example: lead intake).
  2. Make the Gem's instructions the contents of skill.md plus setup-prompt.txt.
  3. Run the setup conversation; the agent runs lead-intake on fictional sample data first - approve that test before real work.
  4. Start each real run with that Gem and paste usage-prompt.txt with this run's inputs. Gems keep instructions between sessions, and Gemini's Workspace integration sits close to your Sheets and Docs.

Honest limits on Gemini

Gems are created and edited on the web, and some Workspace features depend on your plan. As with any assistant, approve the sample-data run before real data.

Questions people ask

Does the Lead Intake Agent work on Gemini?

Yes - the agent is three plain-text files, and on Gemini they live in a Gemini Gem. The four setup steps below are the whole job: Create a Gem in Gemini and name it after the job (for example: lead intake). Then make the gem's instructions the contents of skill.md plus setup-prompt.txt.

What does the Lead Intake Agent produce on Gemini?

It cleans and deduplicates new leads into a single sheet - lead, company, source, duplicate status, owner - so reps start on selling, not spreadsheet hygiene.. Gemini can hand it straight to Sheets and Docs through the Workspace integration. Every run waits for your approval before anything is sent, spent, published or scheduled.

Is this affiliated with Gemini?

No. AI Agent Skills is an independent store. We are not affiliated with, endorsed by, or sponsored by Gemini or its makers. Platform names belong to their owners; capabilities change, so check Gemini's current documentation.

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AI Agent Skills is an independent store, not affiliated with Gemini or its makers. Platform names belong to their owners.