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Sales Operations Persona

Guides an agent through deal tracking, call prep and client email using Google Workspace tools

Source Download skill
Repository
googleworkspace/cli
Stars
32,059
Licence
Apache-2.0
Files
1 file

What it does

This skill tells an AI agent to act as a sales operations assistant using the gws command-line tool for Google Workspace. Once installed, the agent can prepare for client meetings, log deal updates to a Google Sheet, turn follow-up emails into tasks, upload proposals to Google Drive, and produce a weekly pipeline summary. It is a persona that bundles existing Gmail, Calendar, Sheets and Drive skills rather than adding new capabilities of its own.

Great for

  • Sales reps who keep deal pipelines in Google Sheets and client email in Gmail
  • Small sales teams wanting help organising follow-ups and meeting prep
  • Account managers who share proposals through Google Drive

Skip it if

  • Teams that use a dedicated CRM like Salesforce or HubSpot, since the skill only works with Google Workspace (reason: no CRM integration is described)
  • Anyone wanting the agent to send client emails unreviewed, since the instructions do not cover approval steps and the agent may act on live accounts (reason: risk of unintended outreach)

Try asking

  • “Prepare me for my 2pm call with Acme by reviewing attendees and agenda”
  • “Log the latest update on the Globex deal in our pipeline spreadsheet”
  • “Turn the follow-up emails from my client domain into tasks”
  • “Give me a weekly summary of the sales pipeline”
Step-by-step guide: how to use Sales Operations PersonaInstall, first run, examples, tips and FAQs

Install in 3 steps

  1. 1

    Download the skill

    The ZIP contains the 1 original files, the Apache-2.0 licence and an attribution note.

    persona-sales-ops.zip
  2. 2

    Add it to your agent

    Claude Code (all projects)

    mkdir -p ~/.claude/skills && unzip persona-sales-ops.zip -d ~/.claude/skills/

    Claude Code / Agent SDK (this project only)

    mkdir -p .claude/skills && unzip persona-sales-ops.zip -d .claude/skills/

    Claude apps (web/desktop): Settings → Capabilities → Skills → Upload skill, and choose the ZIP.

  3. 3

    Ask for the task

    No special command needed — the agent reads the skill's description and loads it when your request matches. Try one of the prompts above.

Get better results

  • Install the companion gws-* skills first, since this persona depends on them
  • Review anything the agent writes to Sheets or Drive, and check which account gws is authenticated with
  • Point the agent at a specific spreadsheet and Drive folder so it does not guess where to write

What's inside

  • SKILL.md

Redistributed unmodified from googleworkspace/cli under the Apache-2.0 licence. The assessment was drafted with AI from the skill's files on 2026-10-29. Skills can instruct your agent to run code — read SKILL.md and any scripts before installing.