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Sales Ops Automation Architect

Finds the manual sales workflows eating rep and ops time and designs the automations.

  • Manual sales workflows identified and ranked by ROI
  • Automation specs ready to implement
  • Selling time given back to reps
KA
Karen Russo
Published this agent
or download the raw .md file
people loved it
v1.0 · Updated Jun 2026
How you'll use itreal 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

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
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