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skill Claude Code CX Codex Cursor GitHub Copilot official · Google

persona-sales-ops — Claude skill: deals, calls, client email

A skill that runs sales workflows from the command line: meeting prep, deal tracking in a spreadsheet, emails turned into tasks.

Install into Claude Code · Skills CLI (Vercel) All methods and platforms ↓ 
npx skills add googleworkspace/cli --skill persona-sales-ops -a claude-code
Open on GitHub

What persona-sales-ops does

persona-sales-ops is a persona skill for sales work. It leans on the gws binary plus four utility skills: gws-gmail, gws-calendar, gws-sheets, gws-drive. Load those first or the persona has nothing to stand on.

Inside are ready-made workflows. gws workflow +meeting-prep pulls together attendee and agenda details before a call. gws sheets +append writes a deal update into your tracking sheet. gws workflow +email-to-task turns a follow-up email into a task, gws drive +upload pushes a proposal to Drive, and gws workflow +weekly-digest gives you a pipeline summary. There is also a triage trick for filtering client mail: gws gmail +triage --query 'from:client-domain.com'.

Worth installing if your sales already live in Gmail, Calendar, Sheets and Drive and you want to drive them from an agent. On a different CRM it does nothing for you.

What it helps with

  • prep for a client call with an agenda and attendee list
  • log a deal update into a tracking spreadsheet
  • turn a follow-up email into a task
  • share a proposal through Drive
  • get a weekly pipeline summary

Example prompts for the agent

  • Prep me for tomorrow's client call
  • Append to the deal sheet: client replied, amount increased
  • Give me the weekly sales digest

How to install persona-sales-ops

1Skills CLI (Vercel)

npx skills add googleworkspace/cli --skill persona-sales-ops -a claude-code

2Manually: put the files in place

~/.claude/skills/persona-sales-ops/SKILL.md

Copy the whole skill folder; for one project use .claude/skills/persona-sales-ops/

From the same set95

The whole set →
gws-gmail official googleworkspace This skill hands your agent Gmail: send mail, read the inbox, reply in a thread. Useful when email work already runs through the gws CLI. Claude Code CX Codex Cursor +1 81,900installs gws-gmail-send official googleworkspace A skill that teaches your agent to send Gmail from the terminal: recipients, subject, body, attachments and drafts. Claude Code CX Codex Cursor +1 74,700installs gws-drive official googleworkspace This skill hands your agent Google Drive through the gws CLI: files, folders, shared drives, comments and access requests. Useful when docs move through code. Claude Code CX Codex Cursor +1 74,500installs gws-shared official googleworkspace This skill gives agents shared rules for gws CLI authentication, flags, and output formats. Use it when working with gws commands. Claude Code CX Codex Cursor +1 66,000installs gws-calendar official googleworkspace Manage Google Calendar events, access rules, and schedules through the gws CLI tool. Claude Code CX Codex Cursor +1 61,100installs gws-sheets official googleworkspace This skill lets an agent read and edit Google Sheets through the CLI. Use it when a coding workflow needs spreadsheet data or table updates. Claude Code CX Codex Cursor +1 58,800installs gws-docs official googleworkspace This skill lets an agent read and update Google Docs through gws. Use it when document changes should happen from an agent chat. Claude Code CX Codex Cursor +1 58,300installs gws-sheets-read official googleworkspace Reads cell values and sheets from Google Spreadsheets via CLI. Useful when an agent needs spreadsheet data without risk of altering it. Claude Code CX Codex Cursor +1 50,600installs

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Questions about persona-sales-ops

How do I install persona-sales-ops in Claude?

Run npx skills add googleworkspace/cli --skill persona-sales-ops -a claude-code. The skill file lands at ~/.claude/skills/persona-sales-ops/SKILL.md.

What does persona-sales-ops do?

It handles sales workflows: meeting prep, deal tracking in a sheet, tasks from email, Drive uploads and a weekly digest.

What does persona-sales-ops need to run?

The gws binary and four skills: gws-gmail, gws-calendar, gws-sheets, gws-drive. Load them beforehand.

Source text

SKILL.md · Apache-2.0 
---
name: persona-sales-ops
description: "Manage sales workflows — track deals, schedule calls, client comms."
metadata:
  version: 0.22.5
  openclaw:
    category: "persona"
    requires:
      bins:
        - gws
      skills:
        - gws-gmail
        - gws-calendar
        - gws-sheets
        - gws-drive
---

# 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.

© googleworkspace · Apache-2.0 · googleworkspace/cli

See also

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