persona-sales-ops

What This Skill Does

The persona-sales-ops skill acts as an intelligent sales operations assistant designed to streamline the lifecycle of a sales representative. By integrating with core Google Workspace tools, it transforms the OpenClaw agent into a hub for managing deal pipelines, client communications, and meeting logistics. The skill manages the administrative burden of sales by automating data entry in sheets, organizing client documentation in Drive, and converting email threads into actionable tasks. It acts as the connective tissue between disparate sales activities, ensuring that no lead is forgotten and every client interaction is documented with precision.

Installation

To integrate this persona into your workspace, run the following command in your terminal: clawhub install openclaw/skills/skills/googleworkspace-bot/persona-sales-ops

Prerequisites: You must have the gws-gmail, gws-calendar, gws-sheets, and gws-drive utility skills installed. Ensure your OpenClaw agent has the necessary API permissions to read and write to your Google account resources.

Use Cases

• Deal Tracking: Automatically append deal statuses to your master tracking spreadsheet after every client interaction.
• Meeting Readiness: Quickly gather context from email threads and calendar invites to generate a meeting brief before you hop on a call.
• Follow-up Automation: Efficiently convert post-meeting email requests into formal tasks to ensure accountability.
• Sales Pipeline Analysis: Receive automated weekly summaries to track progress toward quotas.

Example Prompts

1. "Prepare a meeting brief for my call with Acme Corp at 2 PM today by reviewing the recent email thread in Gmail and the invite details."
2. "Extract the key takeaways from my latest email with the client and update the 'Prospecting' sheet in row 45."
3. "Generate a weekly sales pipeline summary and email it to my manager with a link to the shared Drive folder containing our current proposals."

Tips & Limitations

• Tips: Use the gws gmail +triage command combined with domain-specific queries to isolate high-value client communication from general inbox clutter. Always maintain a standardized file structure in your Drive folder to ensure the agent can reliably locate and upload new proposals. Schedule follow-ups immediately within the agent interface to keep the momentum high.
• Limitations: The agent currently relies on the user to provide context when multiple similar deals exist. Ensure your spreadsheet headers are clearly defined, as the agent functions best with structured, predictable document layouts. This skill does not support native CRM integration (e.g., Salesforce/HubSpot) and is optimized specifically for Google Workspace environments.