Business Operations · By ClawHub Community

Sales Operations Assistant

Manage your sales pipeline—track deals, prep for calls, and keep client comms organized.

What it is

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.

What it 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

Use it when

  • You're prepping for a client meeting and need context fast
  • You need to log a deal update without opening a spreadsheet
  • You want to turn email follow-ups into tracked tasks
  • You're juggling multiple deals and need a pipeline overview

Add this skill to your AI

Copy the source URL and ask your AI to add it. Most coding agents — Claude Code, Cursor, Codex, Gemini CLI, OpenCode, Windsurf — will fetch and install it for you.

Try this prompt:

Add this skill to my project: https://clawhub.ai/googleworkspace-bot/persona-sales-ops
Made byClawHub Community
CategoryBusiness Operations