persona-sales-ops

Automate sales workflow tasks by running predefined processes for deal tracking, meeting preparation, and client communications. The system applies guardrails to ensure user approvals before modifying any data or sending emails.

Yes, you can convert follow-up emails into tasks automatically. The email-to-task workflow processes client communications and generates follow-up tasks, applying guardrails to require your approval before updating data.

Yes, meeting preparation requires Google utility skills including gws-gmail and gws-calendar. These dependencies provide the attendee details and agenda information needed to review and prepare for upcoming client calls.

Generate a weekly sales pipeline digest by running the weekly-digest workflow. It summarizes deal tracking updates and client communications across integrated tools, providing a consolidated overview of your pipeline status.

Share proposals by uploading files to Google Drive using the gws-drive upload function. This approach maintains local data control by keeping documents within your Drive environment while applying user approval guardrails before sharing.

The primary limitation is that workflows cannot execute data changes or send communications autonomously. Guardrails enforce manual user approvals before any action, meaning throughput depends on prompt human confirmation for each task.