use-case

Email Tracking Spreadsheet: Log and Organize Emails in Google Sheets

Leandro Zubrezki··12 min read
Email Tracking Spreadsheet: Log and Organize Emails in Google Sheets
Table of Contents

Managing emails in your inbox is one thing. Tracking them over time is another.

If you're dealing with sales leads, support tickets, receipts, or project communication, you need a system that captures email details and makes them searchable later. An email tracking spreadsheet gives you exactly that — a centralized log where every important email becomes a row you can filter, sort, and reference.

The problem? Most people try to build this manually. They copy email details into a spreadsheet, one by one. That works for a few emails. But as volume increases, manual logging becomes a bottleneck.

This guide shows you how to automatically log emails in Google Sheets — no copy-pasting, no manual data entry. You'll learn what columns to set up, how to automate the process, and how real teams use email tracking spreadsheets to replace expensive tools.

Why Use a Spreadsheet for Email Tracking?

Email tracking spreadsheets solve a simple problem: your inbox is temporary storage, but you need permanent records.

When you track emails in a spreadsheet, you get:

  • Permanent records — Emails don't disappear when you delete them from your inbox
  • Filtering and sorting — Find emails by sender, date, subject, or custom tags
  • Team visibility — Share the spreadsheet so your team can see the same information
  • Custom workflows — Add status columns, priority flags, or assignment fields
  • No software costs — Google Sheets is free, unlike most CRM and helpdesk tools

An email tracking spreadsheet is particularly useful when you need structured data from unstructured email conversations. Instead of scrolling through threads, you see each email as a data point you can analyze.

Save emails in seconds

Forward any email to your Quicktion address and it lands in Notion or Google Sheets automatically.

Who Benefits from Email Tracking Spreadsheets?

This approach works best for individuals and small teams who need email visibility without complex software.

Freelancers and consultants use email tracking to log client communication. When a client asks "Did you get my email about the invoice?", you can search your spreadsheet in seconds instead of digging through folders.

Sales teams track leads and follow-ups. Each inquiry becomes a row with status, priority, and next action date. You can filter by "Needs Follow-Up" or sort by "Last Contact Date" to stay on top of your pipeline.

Support teams log customer issues and track resolution. Even without a ticketing system, you can assign issues, add status updates, and measure response times using spreadsheet formulas.

Operations teams archive receipts, purchase orders, and vendor communication. When you need to find that PDF invoice from three months ago, it's in your spreadsheet with a direct link to the attachment.

If you're currently paying for a CRM, helpdesk, or contact management tool but only using basic features, an email tracking spreadsheet might replace it entirely.

How to Set Up Your Email Tracking Spreadsheet

Start with the columns you actually need. Overcomplicating your spreadsheet makes it harder to maintain.

Here's a basic structure that works for most use cases:

ColumnPurposeExample
SubjectEmail subject line"Question about Pro plan pricing"
Sender NameWho sent it"John Smith"
Sender EmailEmail address"john@example.com"
DateWhen it arrived"2026-02-24 10:30 AM"
BodyEmail content (plain text or first 500 chars)"Hi, I'm interested in your Pro plan..."
AttachmentsLinks to files"invoice.pdf"
StatusCustom workflow status"New", "In Progress", "Resolved"
TagsCategories or labels"Sales", "Support", "Urgent"

You don't need all these columns. Start with Subject, Sender Email, and Date — the minimum to make emails searchable. Add other columns as your workflow demands.

Pro tip: Use Google Sheets data validation to create dropdown menus for Status and Tags columns. This keeps your data consistent and makes filtering easier.

Automating Email Logging with Quicktion

Manual email tracking works for the first five emails. Then it becomes tedious.

Automation solves this. When an email arrives, it should automatically appear as a new row in your spreadsheet — no human intervention required.

Here's how Quicktion makes this happen:

Method 1: Email Forwarding

Set up a destination in Quicktion that points to your Google Sheets tracking spreadsheet. You'll get a unique forwarding address like abc123@in.quicktion.io.

Then create forwarding rules in your email client:

  • Forward all emails from sales@yourcompany.com to your Quicktion address
  • Forward emails with "Receipt" in the subject
  • Forward emails from specific clients or vendors

Every forwarded email appears as a new row in your spreadsheet within 10-30 seconds. Attachments are uploaded to Google Drive and linked automatically.

This works with Gmail, Outlook, Apple Mail, or any email client that supports forwarding rules. Learn more in the email forwarding guide.

Method 2: Gmail Add-on

If you use Gmail, install the Quicktion Gmail add-on from the Google Workspace Marketplace.

Open any email and click the Quicktion sidebar. Select your destination, and the email is saved to your spreadsheet immediately. No forwarding needed.

This is faster when you're manually triaging emails and want to save specific ones. The add-on also works if you're reviewing old emails and want to retroactively log them.

Both methods give you the same result: emails become spreadsheet rows automatically. Choose the method that fits your workflow.

4 Use Cases for Email Tracking Spreadsheets

Let's look at how real teams use email tracking spreadsheets to solve specific problems.

1. Sales Pipeline Tracking

You receive inquiries through your contact form, website email, or social media messages. Instead of letting them pile up in your inbox, you log each one in a spreadsheet.

Columns: Subject, Sender Name, Sender Email, Date Received, Lead Source, Status, Priority, Next Follow-Up Date

Workflow: New inquiries arrive with Status = "New". You respond and change it to "Contacted". If they reply, it becomes "In Discussion". When they buy, it's "Closed Won". If they don't respond after three follow-ups, it's "Closed Lost".

Automation: Forward all emails to sales@yourcompany.com to your Quicktion destination. They appear in your tracking sheet automatically. Add formulas to calculate days since last contact or highlight overdue follow-ups.

This gives you a lightweight CRM without paying for HubSpot or Salesforce. You can see your entire pipeline at a glance and filter by status or priority.

2. Support Ticket Log

Customer support emails come from multiple sources: your support address, social media, replies to marketing emails. You need one place to track them all.

Columns: Subject, Customer Name, Customer Email, Date, Issue Category, Status, Assigned To, Resolution Notes

Workflow: New issues arrive with Status = "Open". Support reps claim issues by adding their name to "Assigned To". When resolved, they change Status to "Closed" and add notes about the solution.

Automation: Forward all support emails to your Quicktion destination. Use Google Sheets filters to show only "Open" tickets. Calculate average resolution time with a formula.

You now have a support ticketing system that costs $0 per month. Team members can collaborate in real-time, and you have historical data for reporting.

3. Receipt and Invoice Archive

You receive receipts from vendors, payment confirmations from clients, and invoices from contractors. You need to find them during tax season or when reconciling expenses.

Columns: Subject, Sender, Date, Amount (manually added), Attachments, Category (Utilities, Software, Travel, etc.)

Workflow: Forward receipts to your Quicktion address as they arrive. Quicktion uploads PDF attachments to Google Drive and links them in your spreadsheet. You manually add the amount and category when reviewing expenses.

Automation: Create a Gmail filter that forwards all emails with "receipt" or "invoice" in the subject. They're logged automatically, and you can find any receipt by searching the spreadsheet.

This beats digging through inbox folders or downloading attachments one by one. Your accountant will thank you.

4. Newsletter and Content Archive

You subscribe to industry newsletters, competitor updates, and research reports. Instead of letting them clutter your inbox, you archive them in a searchable spreadsheet.

Columns: Subject, Sender, Date, Tags, Summary (manually added), Link to Original Email

Workflow: When a valuable newsletter arrives, forward it to your Quicktion destination. Add tags like "Marketing", "SEO", "Product Updates". When you need to reference something later, search your archive instead of your inbox.

Automation: Set up a Gmail label for "Archive-Worthy" and forward all labeled emails to Quicktion. You build a knowledge base over time.

This is how you prevent information loss. Instead of "I read something about this last month but can't find it", you search your spreadsheet and find it immediately.

Spreadsheet Tips for Better Email Tracking

Once your emails are flowing into Google Sheets, use these techniques to make the data more useful.

Use Filters and Filter Views

Google Sheets filters let you show only rows that match specific criteria. Click the filter icon in the toolbar and set conditions like:

  • Status = "Open"
  • Date > Last 7 Days
  • Sender Email contains "@competitor.com"

Filter views are even better. They save filter configurations so you can switch between different views:

  • "Open Support Tickets"
  • "This Week's Sales Leads"
  • "Unresolved High Priority"

Each team member can create their own filter views without affecting others.

Add Conditional Formatting

Highlight important rows automatically. Examples:

  • Overdue follow-ups: If "Next Follow-Up Date" is in the past, turn the row red
  • High priority: If "Priority" = "Urgent", make the row bold
  • New emails: If "Status" = "New", highlight in yellow

Conditional formatting makes your spreadsheet scannable at a glance.

Calculate Metrics with Formulas

Track performance with simple formulas:

  • Average response time: =AVERAGE(D:D) (if column D is "Days to Resolution")
  • Total open tickets: =COUNTIF(G:G, "Open") (if column G is "Status")
  • Emails this month: =COUNTIFS(C:C, ">=2026-02-01", C:C, "<=2026-02-28") (if column C is "Date")

Add a summary section at the top of your spreadsheet to display these metrics. You now have a dashboard without building a dashboard.

Integrate with Other Tools

Google Sheets connects to other services:

  • Zapier or Make: Trigger actions when a new row is added (send a Slack notification, create a calendar event)
  • Google Data Studio: Build visual reports and charts from your spreadsheet data
  • Apps Script: Write custom functions if you need advanced automation

You can also use Quicktion's Google Sheets integration to save emails directly from Gmail with one click, or set up Gmail-to-Sheets workflows for specific use cases.

Email Tracking vs. Traditional Tools

How does an email tracking spreadsheet compare to dedicated software?

FeatureEmail Tracking SpreadsheetTraditional CRM/Helpdesk
CostFree (Google Sheets)$12-$50+ per user/month
Setup time10 minutesHours to days (training required)
CustomizationComplete — add any column you wantLimited to predefined fields
Team accessShare a Google SheetPay per user seat
Learning curveEveryone knows spreadsheetsRequires onboarding
AutomationBasic (via Quicktion + formulas)Advanced (workflows, triggers)
ReportingManual (filters + formulas)Built-in dashboards

Use a spreadsheet when you need simplicity, flexibility, and zero cost. Use traditional tools when you need advanced automation, complex workflows, or manage hundreds of emails per day.

For most freelancers and small teams, the spreadsheet wins. You get 80% of the value for 0% of the cost.

Common Pitfalls to Avoid

Email tracking spreadsheets are simple, but people still make mistakes:

Don't overcomplicate your columns. Start minimal. Add columns only when you have a clear use case. Too many columns make the spreadsheet overwhelming.

Don't rely on manual entry. If you're still copying emails by hand, you're doing it wrong. Set up email forwarding so emails appear automatically.

Don't forget to clean up. Old emails pile up. Archive or delete rows from resolved issues after 6-12 months to keep your sheet fast.

Don't skip data validation. If multiple people update the spreadsheet, use dropdowns for Status, Priority, and Tags. Otherwise you'll end up with inconsistent values like "Complete", "Completed", and "Done" — which breaks your filters.

FAQ

How do I create an email tracking spreadsheet?

Create a Google spreadsheet with columns for Subject, Sender, Date, Body, and Status. Then connect it to Quicktion to automatically log emails — either by forwarding them or using the Gmail add-on.

Can I automatically log emails in Google Sheets?

Yes. With Quicktion, you can set up email forwarding rules that automatically save matching emails to your spreadsheet. No manual copying required.

What columns should an email tracking spreadsheet have?

Common columns include Subject, Sender Name, Sender Email, Date, Body, Attachments, Status, and Tags. Quicktion auto-creates columns based on your mapping configuration.

Is Google Sheets good enough to replace a CRM?

For small teams and freelancers, a Google Sheets email log can replace basic CRM functionality. You get email tracking, filtering, sorting, and sharing — without paying for a CRM subscription.

Can I track emails from multiple sources in one spreadsheet?

Yes. Set up multiple forwarding rules in your email client, all pointing to the same Quicktion destination. Emails from any source are logged in the same sheet.

Get Started

Stop managing emails manually. Build an email tracking spreadsheet that updates itself.

Quicktion connects your email to Google Sheets in minutes. Forward emails from any client, save them from Gmail with one click, and get attachments uploaded to Google Drive automatically.

The free plan includes 25 emails per month and access to the Gmail add-on. Pro plans start at $8/month for unlimited emails and destinations.

Set up your first destination today and see your emails become spreadsheet rows — automatically.

Ready to put your emails where they belong?

Quicktion lets you forward emails or use the Gmail add-on to save messages to Notion or Google Sheets. No code required.

LZ

Leandro Zubrezki

Founder of Quicktion

Building tools to bridge the gap between email and Notion. Leandro created Quicktion to help teams save time by automating their email-to-Notion workflows.

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