Persona Sales Ops

Turns Claude into a sales ops assistant that actually connects to your Google Workspace tools. It'll prep you for client meetings by pulling attendee info and agendas, log deal updates directly into your tracking spreadsheets, and convert follow-up emails into actionable tasks. The workflow integrations are solid - the weekly digest gives you a clean pipeline summary without manual data gathering. Works best when you're juggling multiple deals and need to keep client communications organized. The Gmail filtering by client domain is surprisingly handy for staying on top of inbound requests.

skills.sh installs: 30.6K
GitHub stars: 32.2K
last updated: Aug 21, 2026

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Install

$ npx -y skills add googleworkspace/cli --skill persona-sales-ops --agent claude-code

Installs into .claude/skills of the current project.

Files

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.

SKILL.md on GitHub