E-commerce

Agency Client QBR Autopilot

Monday 9am: one narrative per client, reconciled to store cash, not Ads Manager.

Replaces 40–80 hours/month of reporting and stops retainers dying on inflated platform ROAS.

Best forB2BB2b2cB2C

Agents6 required

Duration5-8 minutes

Monday 9am: one narrative per client, reconciled to store cash, not Ads Manager. Replaces 40–80 hours/month of reporting and stops retainers dying on inflated platform ROAS.

How it runs

Multi-agent orchestration — here's the flow, step by step.

Identify the client from the prompt + verslay_recall (contacts/sales). Map to shop_domain. If multiple shops and no domain, list shops and stop. Do not require HubSpot.

executive briefing writer

Pull the store P&L window (default 30 days vs prior 30) with the same formulas as store-pnl-blended-mer.

ecommerce scanner

If ads connected, pull spend/ROAS for the same windows. Skip if not.

ads scanner

What moved vs last QBR in memory or vs the prior window. No invented incrementality.

data analyst

Draft the client-facing email. Subject: {Client} — {Month} in one page. Do not send to the client.

email writer

Package the one-pager + email draft. Deliver internally. Memorize the QBR event. Client send only on explicit send_to_client.

distributor

Required Agents

executive-briefing-writer
ecommerce-scanner
ads-scanner
data-analyst
email-writer
distributor

Connections

Required

EmailAdvertisingE-Commerce

Optional

Calendar & SchedulingCRMSocial Media

What it does

Per-client narrative reconciled to Shopify GMV
Same MER math as Store P&L — numbers must not drift
Memory is the client list; HubSpot not required
Internal delivery default; client send is a second confirm
Three recommendations, testable next month

Example prompt

Write this month's QBR for {client} from Shopify cash, not Ads Manager.

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