Case study: From a Google Sheet row to a personal email journey, automatically | tinyEmail MCP
Case study Home retail · Lead onboarding

A new row in the sheet becomes a personal email journey. Nobody copies a thing.

A home furniture retailer collects design requests in a Google Sheet. With tinyEmail's MCP Server and Claude Code, every new lead is checked, added, tagged, placed in the right workflow, and sent a first email written just for them. Then the sheet is updated with what happened.

Design requests · Google Sheet Status column updated by Claude Code · 9:05 AM
NameEmailInterestCityStatus
2 Maya Chen maya.chen@gmail.com Dining Austin Email sent · Dining room welcome
3 Daniel Ortiz dortiz@brightlane.co Home office Denver Email sent · Home office welcome
4 Priya Nair priya.nair@outlook.com Living room Chicago Email sent · Design consult journey
5 Sam Lee sam.lee@gmial.com Bedroom Seattle Needs review · check email address
6 Jordan Blake jordan.blake@yahoo.com Dining Austin Already in audience · tags updated
4 min from new row to first email, down from the next business day
24 hrs a week of copy-and-paste handed back to the team
0 duplicate contacts or mistyped emails added to the audience
Every row marked with its result, so sales always knows where a lead stands

Example scenario. Brand, leads, and figures are illustrative.

01 The challenge

240 leads a week, each one copied by hand

Design requests come in from the website, Instagram ads, and the showroom floor. They all land in one Google Sheet. From there, someone on the marketing team moved each lead into tinyEmail, one row at a time.

The work was done in a batch once a day. That meant a shopper who asked about dining tables on Monday morning heard back on Tuesday, often after they'd already found a table somewhere else.

What one lead took, by hand
Copy the row out of the sheet1 min Check the email and look for duplicates1 min Add the contact, tags, budget, and city1.5 min Pick the right workflow0.5 min Edit the first email so it doesn't feel generic1.5 min Go back and mark the row as done0.5 min 6 min × 240 leads a week24 hrs
02 What changed

One instruction replaced six manual steps

With the MCP Server connected, Claude Code works directly inside the retailer's tinyEmail account. The team wrote the onboarding rules once, in plain English. Now Claude Code reads the new rows and handles every lead the same way, every time.

See how to set it up →
Claude Code · tinyEmail connected

> Check the Design requests sheet for rows with no status. For each new lead: check the email, add them to tinyEmail with tags and their budget and city, enroll them in the workflow that fits their interest and budget, write a personal first email, start the automation, and write the result back to the sheet.

Found 5 new leads ✓ Maya Chen · added · Dining room welcome · email sent ✓ Daniel Ortiz · added · Home office welcome · email sent ✓ Priya Nair · added · Design consult journey · email sent ! Sam Lee · email looks mistyped · held for review – Jordan Blake · already in audience · tags updated Sheet updated · 5 rows
03 Follow one lead

What happens to each lead, step by step

Pick a lead to see how Claude Code handled them. Each one gets a different path, and a lead with a bad email address never reaches your audience.

The first email, written by Claude Code
04 The rules behind it

Every lead lands in the right place

The team wrote four rules. Claude Code applies them to every row, and the tags and custom fields it saves mean each workflow knows exactly who it's talking to.

If the lead picked a room Matching welcome series

Dining, living room, bedroom, or home office. Three emails over seven days, all about that room.

If the budget is $5,000 or more Design consult journey

An invitation to a free one-hour session with a designer at the nearest showroom.

If they're already in the audience Update, don't duplicate

New tags are added to the existing contact. No second copy, no repeat welcome email.

If the email looks wrong Hold for review

Nothing is added or sent. The row is flagged so a person can fix it.

05 The result

Leads hear back while they're still shopping

The first email now arrives minutes after someone asks for help, and it talks about the room, budget, and showroom they mentioned. The marketing team spends its time on the workflows themselves, not on moving rows between tools.

Time from new lead to first email
Before ~26 hours
With tinyEmail MCP ~4 minutes
Manual steps per lead 6 → 0
Rows left without a status 0

Set it up in three steps

About five minutes, one time.

1

Get your API key

In tinyEmail, go to Account Settings → API Keys. It's the secure pass your assistant uses, and it's never stored.

2

Connect Claude Code

Add tinyEmail to Claude Code with your API key. It works the same way in Claude Desktop and ChatGPT.

3

Write your onboarding rules

Tell Claude Code which sheet to watch and how to route each lead. Start from the instruction in this story.

View the instruction ↑
Read the full setup guide →

More ways teams use it

“Every morning, onboard new leads from the Design requests sheet using our usual rules.
“Which leads from last week haven’t opened their first email yet?
“Move anyone who booked a design session out of the welcome series.
“Show me how many leads came from Instagram versus the showroom this month.
“List every row in the sheet marked Needs review.
“Write a second email for Dining room welcome leads who clicked but didn’t buy.

Common questions

Do I need to write code?+

No. Claude Code takes instructions in plain English. You describe the rules, and it does the work inside your tinyEmail account.

Can I check the first email before it sends?+

Yes. Add “show me each email before you start the automation” to your instruction, and Claude Code will wait for your go-ahead.

What if a lead is already in my audience?+

That's up to your rules. In this story, existing contacts get new tags and no repeat welcome email, so nobody is added twice.

Is my account secure?+

Yes. Your API key goes straight from your assistant to tinyEmail. The MCP Server never stores or logs it.

Who can use the MCP Server?+

It's available to tinyEmail Enterprise customers. Contact your account team or support through in-app chat to get started.

Let your next lead get a reply before they close the tab.

If you have not set up the tinyEmail MCP yet, watch this tutorial to connect it to ChatGPT or Claude Code and start using it today.