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Persona: sales operations in Workspace v1.0.0

Use this resource to track deals and client exchanges in Workspace

New

  • 433 downloads
  • 146 likes
  • 209 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install sales-operations-persona

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent loads Gmail, Calendar, Sheets and Drive, then prepares client meetings, logs updates in a tracking sheet and turns follow-ups into tasks. You get a ready-to-use sales routine.

Mostly picked by

Updated November 2, 2026

Card for the “Persona: sales operations in Workspace” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: meeting-prep, email-to-task and weekly-digest workflows
  • SKILL.md: instructions for deal tracking in Sheets

Good fit for

  • You keep a sales pipeline in a shared spreadsheet
  • You prepare client meetings every week

Not for

    Tags

    • sales
    • pipeline
    • client follow-up
    • workspace

    About

    You say

    “Prepare my call with Acme tomorrow and log the follow-up in the deal tracker.”

    Card for the “Persona: sales operations in Workspace” skill

    Skill published by googleworkspace under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to track deals and client exchanges in Workspace
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.3 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md1.3 KB

    Origin and licence

    Listed unmodified

    Author
    googleworkspace
    Source
    github.com/googleworkspace/cli/tree/a3768d0e82ad83cca2da97724e46bea4ff0e6dbd/skills/persona-sales-ops
    Licence
    Apache-2.0

    Notice

    « persona-sales-ops » (googleworkspace, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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