persona-sales-ops

The persona-sales-ops skill acts as an intelligent sales operations assistant designed to bridge the gap between complex CRM activities and the Google Workspace ecosystem. It provides AI agents with the ability to orchestrate tasks across Gmail, Calendar, Sheets, and Drive, effectively turning a standard CLI into a dedicated sales productivity powerhouse. This skill is ideal for sales representatives, account managers, and operations teams who need to maintain pipeline velocity without toggling between multiple browser tabs.

• Streamlines client interaction by triaging incoming emails specifically from client domains to ensure prompt follow-up.

• Automates meeting preparation by scanning calendars and aggregating relevant agenda items and attendee details.

• Simplifies data entry for deal tracking by automatically appending updates to centralized Google Sheets pipelines.

• Manages content and document lifecycles, including uploading proposals and sales collateral to shared Google Drive folders.

• Facilitates transition from communication to execution by converting email threads into actionable tasks.

• Provides high-level visibility into performance through periodic summaries like weekly digests.

• Ensure the prerequisite skills (gws-gmail, gws-calendar, gws-sheets, gws-drive) are loaded to enable full cross-service functionality.

• Use the provided workflows like +meeting-prep and +email-to-task to reduce manual overhead during high-volume sales cycles.

• Maintain momentum by scheduling follow-up calls immediately using the integration with Google Calendar.

• When filtering client-specific communications, use the +triage utility to refine query parameters against client-domain.com patterns.

• Keep all client-facing documentation organized within designated Drive folder structures to ensure consistency and auditability for the entire sales team.

• The skill outputs structured JSON responses, allowing for programmatic consumption by custom dashboards or reporting tools to visualize pipeline health and velocity.