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Create Custom Short Links

Create and verify custom short links for ready sales kits

Use this Agent instantly or customize it - no programming needed

Create and check custom links for a Ready sales kit
Reads
  • Ready sales kit
  • Kit link rows
  • Short domain
Shared spreadsheet
Are there no complete, conflict-free URL and name pairs?YesNo
Write an empty link list and review gaps; mark Needs review.
Writes
  • Copyable link list
  • Review gaps
  • Kit status
Set aside rows with missing fields or conflicting names.
Create or reuse named short links for complete pairs.
Link shortener
Read saved destinations and compare full tracking URLs.
Does any link row still need review?YesNo
Write verified links and review gaps; mark Needs review.
Writes
  • Verified short links
  • Copyable link list
  • Review gaps
  • Kit status
Write verified links and the copyable list; mark Complete.
Writes
  • Verified short links
  • Copyable link list
  • Kit status

This Agent starts when you mark a sales kit Ready. It checks the names and tracking URLs, then creates and verifies short links. Your kit gets a copyable list, and your coordinator sees any gaps.

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Google Sheets
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Airtable
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Microsoft Excel
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Microsoft Office 365
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Smartsheet
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Bitly
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Kintone
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Made for your industry

Create Custom Short Links is made for businesses in these industries.

Made for your role

Create Custom Short Links is made for people in these roles.

Made for your department

Create Custom Short Links is made for people in these departments.

How Create Custom Short Links works

4 steps, in order, on every run.

  1. Read the kit's link rowsMatch the Ready kit to its tracking URLs and custom names in the shared spreadsheet.
  2. Check names and URLsSet aside rows missing a tracking URL or custom name. Flag names claimed by different URLs.
  3. Create and verify short linksCreate named links on your chosen short domain, or reuse matching links. Compare saved destinations with full tracking URLs.
  4. Fill the sales kit listWrite verified links and a copyable list to the kit. Mark the kit Complete or Needs review, with exact gaps listed.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Sheets, Airtable or Microsoft Excel.

7 tools
Set your rules
  • Choose a sales kit spreadsheet with a Kits tab containing kit ID, owner, status, and result list, plus a Links tab containing one completed tracking URL and approved custom back-half per row under the same kit ID.
  • Choose the short domain and connect a link-shortening account that permits custom back-halves on that domain.
  • Use Ready as the kit status that starts the work; reserve Complete and Needs review for results so writing results does not start another run.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Create Custom Short Links:

What do I need to set up before creating links?

Choose your shared sales kit spreadsheet and short domain. Provide completed tracking URLs and approved custom names before marking a kit Ready.

Can I reuse a custom name that's already taken?

You can reuse it when its saved destination matches your tracking URL. If it points elsewhere, your coordinator sees the conflict and can choose another name.

Does verification mean the destination page works?

No. Verification compares the saved destination with your supplied tracking URL, including its query string. It does not test whether the page loads.

What happens when a link cannot be created?

Your kit lists the failed row and its reason for review. Your sales team only gets verified links in the copyable list.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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