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Persona Sales Ops

Google WorkspaceOfficialPublished by Google Workspace

  • Skill
  • Role or persona
  • Business and productivity
  • Apache-2.0
  • No issues found
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From the author

Manage sales workflows — track deals, schedule calls, client comms.
— the description by Google Workspace

AutoGineer summary

Written by AutoGineer from the skill’s own files, not by the author

The Sales Operations persona acts as an administrative assistant for sales teams, integrating with Google Workspace tools to maintain deal tracking, meeting preparation, and communication workflows. It provides a structured approach to managing the sales pipeline, ensuring that client interactions are documented, follow-ups are scheduled, and documentation is organized.

What it does

  • Prepares for client meetings by reviewing attendees and agendas.
  • Logs and updates deal progress in tracking spreadsheets.
  • Converts email follow-ups into actionable tasks.
  • Manages document sharing and storage via cloud drives.
  • Generates weekly pipeline summaries for performance tracking.

When to use it

  • When you need to organize and track multiple sales deals simultaneously.
  • When preparing for upcoming client calls and meetings.
  • When you need to turn email correspondence into structured tasks.
  • When you require a summary of your weekly sales pipeline.

Advantages

  • Centralizes sales workflow management within familiar workspace tools.
  • Ensures consistent follow-up processes for client engagement.
  • Reduces manual administrative overhead for sales representatives.
  • Maintains organized documentation for all client-facing materials.

Usage examples

“Prepare for my meeting with the client from Acme Corp.”
The agent reviews the calendar event, gathers relevant documents from Drive, and summarizes the agenda for the meeting.
“Create a summary of my current sales pipeline.”
The agent pulls data from your tracking spreadsheet and generates a weekly digest of active deals and pending tasks.

Install

  1. Download the skill as a ZIP:

    https://mp-staging.autogineer.com/agent-skills/googleworkspace/persona-sales-ops/download

  2. Unzip it into the cross-client skills folder of your project:

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

Documentation by Google Workspace

Sales Operations

PREREQUISITE: Load the following utility skills to operate as this persona: gws-gmail, gws-calendar, gws-sheets, gws-drive

Manage sales workflows — track deals, schedule calls, client comms.

Relevant Workflows

  • gws workflow +meeting-prep

  • gws workflow +email-to-task

  • gws workflow +weekly-digest

Instructions

  • Prepare for client calls with gws workflow +meeting-prep to review attendees and agenda.

  • Log deal updates in a tracking spreadsheet with gws sheets +append.

  • Convert follow-up emails into tasks with gws workflow +email-to-task.

  • Share proposals by uploading to Drive with gws drive +upload.

  • Get a weekly sales pipeline summary with gws workflow +weekly-digest.

Tips

  • Use gws gmail +triage --query 'from:client-domain.com' to filter client emails.

  • Schedule follow-up calls immediately after meetings to maintain momentum.

  • Keep all client-facing documents in a dedicated shared Drive folder.

Files

ATTRIBUTION.md

Attribution

This folder is an unmodified copy of the Agent Skill "persona-sales-ops", distributed by AutoGineer (https://autogineer.com/agent-skills).

The skill's own files are unmodified copies. AutoGineer is not affiliated with or endorsed by the author or the publisher.

Files added by AutoGineer

  • ATTRIBUTION.md: this file, written by AutoGineer

  • LICENSE: copied from LICENSE

Requirements and compatibility

Works with: Claude Code, Claude apps, OpenAI Codex, GitHub Copilot, Cursor, Gemini CLI, Kiro, OpenCode, Goose, Amp, Roo Code, JetBrains Junie, Factory Droid, Devin (ex-Windsurf), Mistral Vibe, OpenHands, Letta

“Works with” means the tool reads the open Agent Skills format; a skill written for one tool may use features others lack.

Security

No issues found by our static scan· No issues found

A static scan is not a guarantee. Skills are third-party content: review a skill before you let an agent use it.

Attribution and licence

Published by
Google Workspace
Publisher
Google Workspace (Official)
Source
googleworkspace/cli · skills/persona-sales-ops · commit cd3697e
Licence
Apache License 2.0 (redistribution allowed)
  • LICENSE (added by AutoGineer from LICENSE)
  • ATTRIBUTION.md (written by AutoGineer)
Synced

AutoGineer is not affiliated with or endorsed by Google Workspace.

Download ZIP

The ZIP holds the skill’s files, its licence files and an ATTRIBUTION.md. Download persona-sales-ops.zip