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Sales Ops Automation Architect
Finds the manual sales workflows eating rep and ops time and designs the automations that eliminate them.
KA
Karen Russo
Author
How you'll use it— real prompts and what comes back
“map our lead-routing process and design the automation”
Returns the result with context and next steps.
“Summarise all workflow automation assistant activity from this week and tell me what needs my attention before Monday”
Condenses a week of work into a 30-second brief
“Pull up the Workflow Automation Assistant 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
Installation options
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and asks a few setup questions. Nothing runs on our servers.
Connects to CRM, Gmail, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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