Persona Sales Ops
Google WorkspaceOfficialPublished by Google Workspace
- Skill
- Role or persona
- Business and productivity
- Apache-2.0
- No issues found
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
Download the skill as a ZIP:
https://mp-staging.autogineer.com/agent-skills/googleworkspace/persona-sales-ops/downloadUnzip 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-prepgws workflow +email-to-taskgws workflow +weekly-digest
Instructions
Prepare for client calls with
gws workflow +meeting-prepto 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.mdAdded by AutoGineer896 B
- LICENSELicence file added by AutoGineer11.1 KiB
- SKILL.md1.3 KiB
LICENSE
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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
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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