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persona-sales-ops skill

safe

/skills/googleworkspace-bot/persona-sales-ops

This skill helps manage sales workflows by tracking deals, scheduling calls, and automating client communications across Gmail, Calendar, Sheets, and Drive.

npx playbooks add skill openclaw/skills --skill persona-sales-ops

Review the files below or copy the command above to add this skill to your agents.

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SKILL.md

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---
name: persona-sales-ops
version: 1.0.0
description: "Manage sales workflows — track deals, schedule calls, client comms."
metadata:
  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.

Overview

This skill manages sales operations by tracking deals, scheduling calls, and coordinating client communications. It integrates with Gmail, Calendar, Sheets, and Drive to centralize deal data and automate routine tasks. Use it to keep your pipeline current and ensure consistent follow-up.

How this skill works

The skill inspects email and calendar events to prepare meeting agendas and extract follow-up items. It appends deal updates to a tracking spreadsheet, converts emails into actionable tasks, uploads client documents to Drive, and generates weekly pipeline summaries. It relies on integrated Gmail, Calendar, Sheets, and Drive utilities for execution.

When to use it

Before client calls to review attendees, agenda, and recent correspondence.
After meetings to log outcomes and schedule follow-up calls immediately.
When a proposal or contract needs to be shared and archived in Drive.
To convert important client emails into tracked follow-up tasks.
Weekly to generate a pipeline digest for forecasting and team syncs.

Best practices

Load and authorize Gmail, Calendar, Sheets, and Drive connectors before use.
Keep a single shared Drive folder for all client-facing documents.
Append every deal update to the central tracking sheet to maintain one source of truth.
Use targeted email queries (e.g., from:client-domain.com) to triage client threads.
Schedule follow-ups immediately after meetings to preserve momentum.

Example use cases

Run meeting prep to surface attendees, agenda items, and relevant emails before a sales call.
Append a new stage change or amount update to the pipeline spreadsheet after a negotiation.
Convert a client’s commitment email into a task with due date and calendar reminder.
Upload a signed proposal to the shared Drive folder and share the link with stakeholders.
Generate a weekly digest summarizing open deals, new leads, and upcoming meetings for the sales team.

FAQ

What integrations does this skill require?

It integrates with Gmail, Calendar, Sheets, and Drive to access emails, events, spreadsheets, and files.

How do I capture meeting outcomes?

Run the meeting-prep workflow before the call, then append outcomes to the tracking sheet and create follow-up tasks from email threads.