persona-sales-ops
Lets your agent manage the sales process. It tracks deals, schedules meetings, and handles client communication.
What it does
This tool helps you organize and manage your entire sales process. It allows you to track deals, schedule meetings, and communicate with clients.
When to use it
- ✓When you need to prepare for a client meeting.
- ✓When you want to log deal progress.
- ✓When you need to send proposals or sales summaries.
Example of what to ask your AI
“Help me organize my sales.”
Want more? Open the sections below.
How to use
The easiest way: copy the message below and paste it into Claude, ChatGPT, Cursor or any AI. It reads the skill and follows the instructions.
Skill link
Ready-to-paste message
How it works
It works by connecting to other tools you already use, like your email and calendar. This way, it can fetch information, schedule appointments, and organize your sales data automatically.
Installation
Easiest way: copy the skill link and paste it into Claude, ChatGPT or Cursor asking it to follow the instructions.
In the terminal (Claude Code, Codex, Cursor), in your project folder:
npx skills add googleworkspace/cli --skill persona-sales-opsOr download just the file:
curl -L https://raw.githubusercontent.com/googleworkspace/cli/main/skills/persona-sales-ops/SKILL.md -o SKILL.mdTechnical content (original SKILL.md)
Original text by the author, straight from GitHub.
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.
FAQ
Do I need to install anything extra?
Yes, you need to have other organizational tools (like Gmail, Calendar, Sheets, and Drive) connected for this tool to work.
How do I log an update for a deal?
You can use the command to add information to a deal tracking spreadsheet.
How can I prepare for a client meeting?
Use the meeting prep command to review attendees and the agenda.
Details
Original description by the author
Manage sales workflows — track deals, schedule calls, client comms.
repo: googleworkspace/cli
Popularity
- GitHub stars
- 32k
- Ranking position
- #6302
- License
- Apache-2.0
- Updated
- 10/6/2026
Comments
- …
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