Google Workspace AI for Sellers Serving Crypto Projects
If you sell services to token-based crypto projects, audits, PR, growth, dev, listings, liquidity, or tooling, the bottleneck is often writing, not strategy. This guide shows practical Google Workspace AI workflows for drafting outreach emails, proposals, follow-ups, and internal notes, while keeping messaging clear and crypto-safe.
Note: This guide is for agencies and service providers selling services to token-based crypto projects. It is not a guide for token issuers looking for investors or token buyers.
For broader AI strategy and guardrails beyond Google Workspace, read AI in crypto marketing workflows for service providers. For Gmail-specific prompting, see our Gemini in Gmail Web3 cold outreach prompt playbook. For the full outreach protocol (lists, sequencing, deliverability), use the cold email step-by-step guide for selling services. To have an AI agent fetch leads automatically, see connect OpenClaw or an AI agent to LeadGenCrypto.
If you are evaluating Google Workspace, you can explore plans using this Google Workspace link (trial length and AI feature availability vary by plan, needs confirmation).
| Workflow | Workspace app(s) | What to use Workspace AI for | Output you ship |
|---|---|---|---|
| 1 | Docs | Summarize project context and extract outreach angles | 5-bullet research brief |
| 2 | Docs | Draft scope, deliverables, and assumptions from notes | 1-page proposal outline |
| 3 | Gmail or Docs | Draft a first-touch email with strict word and tone limits | 90 to 120 word opener |
| 4 | Gmail | Rewrite follow-ups and objection replies for clarity | Short follow-up replies |
| 5 | Meet + Docs | Turn call notes into CRM-ready fields and next steps | Summary + task list |
Pick one workflow to practice per day. In a week, your drafts will be faster, and your team will sound more consistent across emails and proposals.
Who this is for
This post is designed for teams who sell services to token-based crypto projects and already live inside Google Workspace.
Good fit readers include:
- Agency owners juggling outreach, proposals, and client delivery.
- BD reps who write high volumes of first-touch and follow-up emails.
- Operators who need cleaner call notes, handoffs, and pipeline updates.
Not a fit:
- Token issuers looking for buyers, investors, or exchange hype.
- Retail marketers focused on mass email blasts.
- Founders trying to automate claims they cannot verify.
High-impact workflows
Below are the five workflows that reliably remove busywork without turning your outbound into spam. Each workflow is written to keep you in control, with human review and verifiable inputs.
Research summary in Docs
Use this when you have a new project in your list and you need context quickly.
Inputs to paste at the top of a Doc:
- Project website:
{website} - Token name and symbol:
{tokenName},{tokenSymbol} - Chain and identifiers:
{blockchain},{tokenAddress},{tokenUrl}
Outputs to ask Workspace AI for:
- A 5-bullet summary of what the project does (only from provided inputs).
- Two likely buyer pains that match your service, clearly labeled as hypotheses.
- One outreach angle that avoids hype language.
Proposal scope drafting in Docs
Use this after a discovery call or after an async Q and A, when your notes are messy but you need a clean scope fast.
Practical approach:
- Paste raw notes, then ask Workspace AI to draft headings only first.
- Review the outline, then request a filled version for the sections you approve.
- Keep pricing as a placeholder unless you have a real rate card.
Cold email drafting with guardrails
Use Workspace AI to speed up drafts, then apply crypto-native constraints so the email reads like a real person wrote it.
Recommended constraints:
- Word count cap: 90 to 120 words.
- Proof-first tone: specific, calm, and verifiable.
- One micro-CTA only, no calendar links in the first email.
Template skeleton you can reuse:
- Subject idea: Quick question about
{tokenName} - First line: Noticed
{tokenName}is active on{blockchain}and the team is shipping updates. - Relevance: We help token teams with [your service] when they are preparing for growth or partnerships.
- Proof cue: Short case study or portfolio link, plus your real name and company domain.
- Micro-CTA: Worth a 2-minute reply to confirm if you have an owner for this?
If you want the full sequencing and deliverability setup, use the cold email step-by-step protocol.
Follow-ups and objection replies in Gmail
Most replies in crypto are short and defensive, which is rational given scams and vendor noise. Gmail prompting is useful here because it helps you stay concise.
A simple Gmail workflow:
- Paste the prospect's last message.
- Ask Workspace AI to generate three response options.
- Pick one, then remove any claim you cannot prove.
Examples of objections to practice:
- "Send pricing."
- "We do this in-house."
- "Not now, maybe later."
- "Who are you and why are you emailing us?"
For more Gmail prompt examples, see the Gemini in Gmail Web3 outreach playbook.
Meeting notes and CRM summaries
After a call, your best follow-up is a tight recap plus next steps. Workspace AI can help you convert notes into consistent fields, even if your CRM is just a shared Sheet.
Ask for a summary in this structure:
- Account summary (one sentence, factual).
- Current priority (what they said matters now).
- Risks and blockers (what might stop the deal).
- Next steps (owner + due date, if known).
Prompt pack you can copy and paste
The fastest way to get consistent outputs is to constrain the AI hard. Keep prompts short, add explicit formatting rules, and always review against reality.
Prompt and output constraints
Use these constraints in every prompt you paste into Docs or Gmail:
- Limit length, specify word count or bullet count.
- Require citations to inputs, forbid outside assumptions.
- Ban hype language about price, returns, or guaranteed outcomes.
- Tell the model to write "needs confirmation" when a detail is missing.
Do not paste credentials, private keys, seed phrases, or non-public client documents into AI prompts. Stick to public fields like {website} and {tokenAddress}, or redact sensitive parts before you paste.
| Use case | Copy/paste prompt |
|---|---|
| Research brief | "Summarize this token project using only the inputs below. Output exactly 5 bullets, each starting with a different verb. If a fact is missing, write 'needs confirmation' instead of guessing. Inputs: {website}, {tokenName}, {tokenSymbol}, {blockchain}, {tokenAddress}, {tokenUrl}." |
| ICP-fit angle | "Based on the inputs below, suggest 2 outreach angles for a service provider. Each angle must be 1 sentence and include a reason to believe. Avoid hype words. Inputs: {website}, {tokenName}, {blockchain}." |
| Proposal outline | "Turn these notes into a proposal outline with these headings: Summary, Goals, Scope, Deliverables, Assumptions, Timeline, Next steps. Do not invent pricing or timelines. Notes follow:" |
| Scope rewrite | "Rewrite the Scope section below to be clearer and shorter. Keep it to 7 bullets max. Remove any unverifiable claim. Text:" |
| First-touch email | "Draft a first-touch email to a token project team. Max 120 words. One question as the CTA. Mention {tokenName} and {blockchain} once each. Do not mention token price, ROI, or fundraising. Inputs: {website}, {tokenName}, {tokenSymbol}, {blockchain}." |
| Spam-safe rewrite | "Rewrite this outreach email to reduce spam triggers. Keep the same meaning, cut it by 25%, and remove hype, urgency, and money language. Keep it human and specific. Email text:" |
| Follow-up option set | "Write 3 follow-up emails that reference my previous note. Each one must be under 60 words and end with a micro-CTA question. Avoid pressure. Context:" |
| Objection reply | "Draft a reply to this objection in a calm, scam-aware tone. Keep it under 80 words. Ask one clarifying question. Objection:" |
| CRM update | "Convert these call notes into CRM fields: Stage, Account summary, Main pain, Fit score 1 to 3 (1 low, 3 high), Next steps. Use 'needs confirmation' for anything not stated. Notes:" |
QA guardrails
Google Workspace AI will happily write confident text. In crypto, that can damage trust fast if you send something unverified.
If you cannot verify a claim from the project website, your prior conversation, or another source you trust, delete it. If you must keep it, label it as needs confirmation and confirm before sending.
A lightweight review checklist:
- Check names and chains, especially
{tokenName}and{blockchain}. - Remove any implied promise, guarantee, or performance claim.
- Keep outreach focused on your service, not on token buying or investing.
- Include an opt-out line and respect suppression lists.
Where LeadGenCrypto fits
Workspace AI helps you write and summarize. It does not solve the upstream problem of getting fresh, outreach-ready contacts for new token launches.
LeadGenCrypto can provide verified token-project leads daily. A lead can include:
- Website:
{website} - Token identifiers:
{tokenAddress},{tokenUrl} - Network metadata:
{blockchain} - Project naming:
{tokenName},{tokenSymbol} - Verified email contacts, plus Telegram when available
You can export leads to CSV or pull them via the Public API, then feed those fields into the prompts above to keep AI outputs grounded.
Optional: request a Workspace promo code
If you are buying Google Workspace for your team, this form may provide a promo code for your first year. Availability and discount terms can change, so treat this as needs confirmation.
Conclusion
If your team already runs outreach to token projects, writing and summarizing is a daily tax. Google Workspace AI can reduce that tax by speeding up drafts, standardizing proposal structure, and keeping follow-ups crisp.
To practice these workflows with real token-project contact fields, start with one free lead from the docs: /docs/core-features/leads/.