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In this tutorial, you will configure the Account Executive (AE) persona, connect it to Google Drive, and walk through three common workflows: accessing sales folders, preparing for meetings, and sending follow-up emails. The AE persona is built for users who own pipeline and revenue. It surfaces deal intelligence, account briefings, competitive context, and relationship insights, reducing research time from 30: 60 minutes to under 5 minutes per account.

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AE use cases

The following table summarises the primary use cases for the AE persona.
Use CaseProblem SolvedKey Output
Account Research and Briefing30–60 min manual research before every engagement.Auto-generated value brief: snapshot, priorities, tech stack, talk tracks.
Deal Coaching and Next StepsDeal risk invisible; missing artefacts undetected until too late.Deal health scorecard, risk flags, next best action, momentum alerts.
Meeting PrepGeneric prep regardless of audience; AE/SE misaligned.Audience-aware brief per attendee role; unified prep sheet.
Proposal and Email DraftingProposals take hours; follow-ups delayed; copy-paste errors.Template auto-population from CRM; post-meeting email drafts.
Competitive IntelligenceBattlecards static and not deal-specific; no pre-call framing.Deal-specific competitive briefs; pre-call positioning notes.
Exec Stakeholder MappingSingle-threaded deals; no visibility into buying committee gaps.Dynamic stakeholder map, buying committee gap analysis.

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Set up the AE persona

1

Open Persona Management

In the Admin Console, click Persona Management and then + Create New Persona.
2

Configure the persona

  • Name: Account Executive
  • Behaviour: “You are an Account Executive. Help manage accounts, track deal health, prepare for meetings, generate proposals, and surface competitive intelligence. Ground all responses in CRM data, data warehouse signals, and internal knowledge.”
  • Enable Memory: ON
3

Set permissions

Enable Access Connections, Access Knowledge Base, and Use Email Tools. Disable Browse Web unless needed.
4

Assign skills

Assign the following skills to the persona:
  • Account Research
  • Deal Analysis
  • Email Drafting
  • Meeting Prep
  • Competitive Intelligence
5

Configure starter prompts

Add starter prompts tailored to the AE role:
  • “Show me my current pipeline”
  • “Which deals are at risk of slipping?”
  • “Prep me for my QBR with [account name]”
  • “Draft a follow-up email for [account name]”
  • “How do we compare to competitors?”
  • “Am I on track to hit my quota?”
  • “Show me my top accounts by revenue”
6

Assign users and go live

Assign your AE team members to this persona. They will see the AE-specific home screen on their next login.

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Walkthrough: accessing your sales folders

This walkthrough demonstrates how the AE persona connects to Google Drive to access your account folders.
1

Connect Google Drive

Before the Co-pilot can access your files, Google Drive must be connected to the current session. If you ask a Drive-related question without a connection, then the Co-pilot prompts you to connect.Co-pilot prompting to connect Google Drive from the Connections panel.Open the Connectors panel from the bottom-left of the Co-pilot and toggle Google Drive on. The connector must be enabled for the session before the Co-pilot can search, list, or read files from your Drive.Connectors panel with Google Drive toggled on for the current session.If the folder you need is in a Shared drive, then let the Co-pilot know so it can locate it correctly. To learn more about setting up and managing connectors, see Connectors overview.
2

List your account folders

Once Google Drive is connected, type:“List the folders inside my Google Drive folder called ‘Sales Co-Pilot (AE-01)’”The Co-pilot searches your Drive, locates the folder, and returns a list of all subfolders with direct links.Co-pilot listing all account subfolders inside the Sales Co-Pilot folder with direct links.
3

Open an account folder

Click any subfolder name or link to open it directly in Google Drive. You can also ask the Co-pilot to list the files inside a specific account folder.

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Walkthrough: meeting prep

This walkthrough shows how the AE persona prepares you for an upcoming meeting. The Co-pilot pulls from your Drive files, runs web research, and generates a tailored briefing.
1

Send the prompt

Type a prompt that includes the account name, meeting context, and any relevant details:“Prep me for my first meeting with Meridian Health Systems next Tuesday. Healthcare company, $200K opportunity, Stage 1. I’ve never engaged with them before.”
2

Review the multi-source briefing

The Co-pilot automatically:
  • Searches Google Drive for relevant files in your account folders, such as case studies and benchmark decks.
  • Retrieves file content from matched documents to extract key talking points.
  • Runs a web search on the account to surface recent news, company profile, industry context, and key contacts.
Co-pilot pulling case studies from Google Drive and running a web search to build a meeting brief.The response includes:
  • Company overview: Industry, key roles, and business context.
  • Internal assets: Relevant case studies, benchmark decks, and collateral from your Drive.
  • Suggested talk track: An opening approach and top questions tailored to the account’s industry and deal stage.
3

Take action

Use the suggested talk track directly or ask follow-up questions such as “What objections should I expect?” or “Draft the follow-up email.” The Co-pilot retains the full meeting context.

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Walkthrough: email follow-up

This walkthrough shows how to draft and send a follow-up email directly from the Co-pilot after a meeting prep or account interaction.
1

Send the prompt

After completing a meeting prep or account research, type:“Draft the follow-up email to [contact name]. Send the email to [email address].”
2

Review the email draft

The Co-pilot generates a follow-up email and opens the Email Composer. The draft includes:
  • To: Pre-filled with the contact’s email address.
  • Subject line: A clear subject referencing the account and proposed next step.
  • Body: A professional follow-up grounded in the meeting context, including action items and next steps.
Email Composer showing a draft follow-up email ready for review before sending.
3

Edit and send

Review the draft in the Email Composer. Click Edit draft to make changes, Cancel to discard, or Send Email to deliver it directly from the Co-pilot.
Drafting an email in the same conversation as a meeting prep lets the Co-pilot use the full account briefing to personalise the message. This produces better results than drafting in a fresh conversation.

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Next steps

Now that the AE persona is configured, explore related tutorials to expand your setup.

Using the Persona AI

Learn how to send prompts, hold multi-turn conversations, and generate documents.

Sales Engineer persona

Configure the SE persona for technical discovery, demo prep, and POC planning.

Sales Development Rep persona

Set up the SDR persona for prospect research and outreach generation.

Connectors overview

Learn how to set up and manage data source connectors for your workspace.