Mock case study

Fulfilled rows should leave the active list

A sample orders tab confirms the customer, stamps the row, and moves it to Fulfilled when Status is Paid.

Job: Light order-to-cash: confirm, file, keep the working tab short.

Recipe

  • WHEN Status is updated to Paid
  • IF Order ID is not empty
  • THEN Send confirmation Gmail; stamp Filed at; move the row to the Fulfilled tab

Outcome

Active orders stay scannable. The log shows each move. Dry-run names the destination tab before Live.

Related: templates · how it works · gallery help

Try this recipe in a dry-run

Install Sheet Engine and start from the matching gallery card. No send until you enable Live.

Marketplace listing URL is a placeholder until the add-on is public.