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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.

Best forAgencyB2BSaaSServices
Agents13 required
Duration4-7 minutes

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.

01

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 scanner
02

Compute the quarter's numbers — activity volume vs. prior quarter, ticket load and resolution health, deal movement.

data analyst
02

Frame lifetime value trajectory and expansion headroom.

clv analyst
02

Translate the composite into an account health read with the evidence attached.

health scorer
02

Research the account's public quarter — funding, hiring, product launches, press — each claim with a source URL.

web researcher
02

Merge research across providers into one sourced account-world brief.

knowledge synthesizer
03

Write the QBR narrative — value delivered, adoption read, risks with owners, next-quarter plan the customer would sign.

executive briefing writer
03

Render the deck outline — one section per arc, chart notes included.

presentation builder
03

Render the send-ahead doc version.

document writer
03

Keep customer-facing copy in house voice while evidence stays visible in the internal brief.

brand voice agent
04

Assemble the staged package: narrative brief, deck outline, doc, research citations, data-gap footer.

report formatter
04

Hold the package at a single approval gate; update the existing draft in place on rerun, never fork.

workflow orchestrator
04

On approval, file the doc, log the CRM timeline note, post to the team channel, and return receipts.

distributor

Required 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

exahubspotnotionslack

Optional

notiongoogledriveslack

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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