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CRO Chief of Staff

Every commitment from the QBR gets followed through.

  • Runs the forecast call and QBR cadence
  • Tracks commitments from every review
  • Preps board and leadership materials
DI
Diego Schmidt
Published this agent
Estimated time savings, hours a month
069
6 hours as installed
9 hours after connecting your apps
people loved it
v1.0
How you'll use itreal prompts and what comes back

“prep my Monday forecast call and tell me what's still open from last week”

Returns the result with context and next steps.

“Pull up the Chief of Staff pipeline for this quarter and flag any deals that have gone silent for more than 10 days”

Surfaces at-risk deals before they slip past quarter-end

“Book a 30-minute discovery call with Sarah Mitchell at TechCorp for next Tuesday afternoon and send the calendar invite”

Eliminates the back-and-forth coordination overhead

Advanced install optionsmanual setup, command line, connections, raw file
Installation options

Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.

Download .md

If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.

External connections
CRMGmailExtraCalendarExtraSlackExtra
Connects to CRM, Gmail, Google, Slackv1.0 · Updated Jun 26

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Version history
v1.0

Initial release.

6/15/2026