Persona Sales Ops

by googleworkspacea3768d0e82adNo license31K starsListed Oct 8, 2026Updated Oct 8, 2026Repository updated yesterday

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

AI-generated overview

Manages sales operations workflows: deal tracking, client call prep, follow-up tasks and pipeline summaries.

What it does: This persona skill defines a sales operations workflow built on the gws command-line tool and its Gmail, Calendar, Sheets and Drive skills. It prepares client calls with meeting prep, logs deal updates into a tracking spreadsheet, converts follow-up emails into tasks, uploads proposals to Drive, and produces a weekly pipeline summary. It also suggests filtering client email by domain and scheduling follow-up calls after meetings.
When to use it: Use it when acting as a sales operations persona that needs to coordinate deals, client meetings and follow-up communication. It fits recurring sales routines such as call preparation, pipeline reporting and proposal sharing.
Requirements: Requires the gws binary and the gws-gmail, gws-calendar, gws-sheets and gws-drive skills, which imply access to Gmail, Calendar, Sheets and Drive. Instructions only; no scripts are shipped.

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.

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.

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.

License: No license

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