How to use the Sales Operations Persona agent skill

What does the Sales Operations skill make the agent do?

The skill is a persona: it sets the agent up to behave as a sales operations assistant. It does not add new abilities of its own. Instead it relies on four companion skills (gws-gmail, gws-calendar, gws-sheets and gws-drive) that do the actual Google Workspace work.

Once installed, the agent can prepare for client calls, log deal updates in a tracking spreadsheet, turn follow-up emails into tasks, upload proposals to Drive and produce a weekly pipeline summary.

• Prepare for client calls by reviewing attendees and agenda
• Log deal updates in a tracking spreadsheet
• Convert follow-up emails into tasks
• Share proposals by uploading them to Google Drive
• Get a weekly sales pipeline summary

How do you install the persona-sales-ops skill?

Download the skill ZIP from the skill's page on this site. The download contains a SKILL.md file. Unzip it into one of these locations, depending on how you want to use it.

For a personal setup, unzip it into ~/.claude/skills/. For a single project, unzip it into the .claude/skills/ folder inside that project. If you use the Claude apps, you can instead upload the ZIP under Settings → Capabilities → Skills.

The skill also needs the gws command-line tool and the four companion skills. The source does not describe how to install gws, so check its own project documentation before you start.

How do you trigger the skill with natural requests?

You do not need to type a command to use the skill. Ask the agent for a sales task in plain language, and it should use the matching workflow. The skill's instructions map common requests to these workflows.

Be specific about the client, the deal or the meeting. The clearer your request, the easier it is for the agent to find the right emails, events or spreadsheet rows.

• "Prepare me for my call with Acme tomorrow." (meeting prep)
• "Log that Acme moved to the proposal stage in our deals sheet." (sheet append)
• "Turn the follow-up email from Jo at Beta into a task." (email to task)
• "Upload the Q3 proposal to our client folder in Drive." (Drive upload)
• "Give me this week's pipeline summary." (weekly digest)

Which commands does the skill use?

The instructions name the following commands. The agent runs them through the gws tool. You can read them to understand what will happen.

• gws workflow +meeting-prep reviews attendees and agenda for client calls
• gws sheets +append logs deal updates in a tracking spreadsheet
• gws workflow +email-to-task converts follow-up emails into tasks
• gws drive +upload uploads proposals to Google Drive
• gws workflow +weekly-digest produces the weekly sales pipeline summary
• gws gmail +triage --query 'from:client-domain.com' filters client emails

What does the skill need before it works?

You need three things: the gws command-line tool, a Google Workspace account with access to Gmail, Calendar, Sheets and Drive, and the four companion skills listed above. Without the companion skills, the persona has no way to reach those services.

The skill is a good fit for reps who keep their pipeline in Google Sheets and client email in Gmail. It is not a fit for teams that run a dedicated CRM such as Salesforce or HubSpot, because the skill describes no CRM integration.

• gws command-line tool installed
• Google Workspace account with Gmail, Calendar, Sheets and Drive access
• Companion skills: gws-gmail, gws-calendar, gws-sheets, gws-drive

What safety points should you check?

The skill runs scripts and uses the network, so it can read and change data in your Google Workspace account. The instructions do not describe any approval step before the agent acts. Treat it as a tool that can act on live accounts.

Review requests before you confirm them, especially anything that sends email or writes to a shared sheet or folder. Do not ask the agent to send client emails unreviewed.

• The skill runs scripts and uses the network
• Its instructions include no approval step before actions
• Check drafts and writes to shared sheets and Drive folders
• Do not use it to send client emails without reviewing them first

What tips help the skill work well?

The source gives a few practical habits. Filter client email with a sender query so the agent looks at the right messages. Book follow-up calls soon after meetings. Keep client-facing documents in one shared Drive folder so uploads and proposals are easy to find.

• Filter client mail with a sender query such as from:client-domain.com
• Schedule follow-up calls immediately after meetings
• Keep all client-facing documents in a dedicated shared Drive folder