Quarterly Business Review Builder
Name an account, get a full QBR — value delivered, adoption, risks, next-quarter plan — built from CRM history plus the customer's own public quarter, with sources.
Given an account name, the recipe resolves it in the CRM and pulls the quarter's full record — deals, tickets, meetings, notes, renewal posture — then computes the numbers: activity movement, ticket health, value trajectory, and a composite health read with evidence. It researches the customer's public quarter (funding, hiring, launches) with every claim carrying a source URL, so the review opens in their world. The executive-briefing writer turns it into a QBR narrative with a next-quarter plan grounded in real adoption data, rendered as a deck outline and a send-ahead doc. Data gaps are stated findings, never padding; a rerun for the same account + quarter updates the draft in place.
How it runs
Multi-agent orchestration — here's the flow, step by step.
Resolve the named account (halt with a disambiguation list on ambiguity) and pull the quarter's full record; name thin sections as data gaps.
crm scannerCompute the quarter's numbers — activity volume vs. prior quarter, ticket load and resolution health, deal movement.
data analystFrame lifetime value trajectory and expansion headroom.
clv analystTranslate the composite into an account health read with the evidence attached.
health scorerResearch the account's public quarter — funding, hiring, product launches, press — each claim with a source URL.
web researcherMerge research across providers into one sourced account-world brief.
knowledge synthesizerWrite the QBR narrative — value delivered, adoption read, risks with owners, next-quarter plan the customer would sign.
executive briefing writerRender the deck outline — one section per arc, chart notes included.
presentation builderRender the send-ahead doc version.
document writerKeep customer-facing copy in house voice while evidence stays visible in the internal brief.
brand voice agentAssemble the staged package: narrative brief, deck outline, doc, research citations, data-gap footer.
report formatterHold the package at a single approval gate; update the existing draft in place on rerun, never fork.
workflow orchestratorOn approval, file the doc, log the CRM timeline note, post to the team channel, and return receipts.
distributorRequired Agents
13- crm-scanner
- data-analyst
- clv-analyst
- health-scorer
- web-researcher
- knowledge-synthesizer
- executive-briefing-writer
- presentation-builder
- document-writer
- brand-voice-agent
- report-formatter
- workflow-orchestrator
- distributor
Connections
Required
Optional
What it does
- Resolves the named account in the CRM and pulls the quarter's full record
- Computes activity movement, ticket health, and value trajectory vs. prior quarter
- Composite account health read with evidence attached
- Researches the customer's public quarter — funding, hiring, launches — every claim sourced
- QBR narrative: value delivered, adoption, risks with owners, next-quarter plan
- Deck outline plus send-ahead doc, both staged
- Data gaps stated as findings — no padding
- Idempotent by account + quarter — rerun updates, never forks
Example prompt
Build the QBR for Acme Corp covering last quarter — pull everything from HubSpot, check what's been in the news with them, and get me a deck outline and a send-ahead doc ready to review.
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