What you'll get
This skill turns your AI assistant into a sales ops helper. It connects to Gmail, Calendar, Sheets, and Drive to help you prepare for client meetings, log deal updates, convert emails into follow-up tasks, and get weekly pipeline summaries. Perfect for sales reps, account managers, and founders wearing the sales hat.
Step 1 — Get the skill source URL
The Sales Operations Assistant skill lives at:
Step 2 — Add it to your AI agent
Copy one of these prompts and paste it into your AI tool. The agent will fetch and install the skill for you.
Claude Code
Add the agent skill from https://clawhub.ai/googleworkspace-bot/persona-sales-ops to my project.Cursor
Install this agent skill: https://clawhub.ai/googleworkspace-bot/persona-sales-opsCodex
Add this skill to .codex/skills/: https://clawhub.ai/googleworkspace-bot/persona-sales-opsGemini CLI
Add the skill at https://clawhub.ai/googleworkspace-bot/persona-sales-ops to my .gemini/skills/ directory.OpenCode
Install this agent skill from https://clawhub.ai/googleworkspace-bot/persona-sales-opsWindsurf
Add this skill: https://clawhub.ai/googleworkspace-bot/persona-sales-opsStep 3 — Try these prompts
Once the skill is installed, ask your AI things like:
- Prepping for a client meeting and need context fast
- Log a deal update without opening a spreadsheet
- Turn email follow-ups into tracked tasks
- Juggling multiple deals and need a pipeline overview
What this skill does
- Prepares you for client calls by reviewing attendees and agendas
- Logs deal updates directly into your tracking spreadsheet
- Converts follow-up emails into actionable tasks automatically
- Uploads proposals and shares them via Google Drive
- Delivers a weekly summary of your sales pipeline