AI AGENTS
QBR Briefing Deck Builder from Account History
On a schedule before each renewal, an agent pulls a customer's HubSpot deals, Intercom conversations, and product notes.
How it runs
The automated pipeline, trigger to output.
- TriggerWeekly schedule: renewals within 45 days
- ActionFetch deals and lifecycle stage from HubSpotHubSpot
- ActionPull last 90 days of Intercom conversationsIntercom
- ActionSynthesize wins, risks, and talking points (LLM)OpenAI
- ActionCreate structured QBR page in NotionNotion
- OutputPost deck link to CSM in SlackSlack
What it does
Automatically prepares a quarterly business review (QBR) briefing for accounts approaching their renewal date. The agent gathers the account's commercial and support history from across your stack and writes a clean, sectioned briefing page in Notion so the customer success manager walks into the meeting prepared instead of scrambling.
When to use it
Run this when your CSMs spend hours manually copy-pasting deal stages, ticket counts, and meeting notes into a deck before every QBR. Ideal for teams with more than a handful of renewals per quarter where prep is inconsistent.
How it works
- 1A weekly schedule looks for HubSpot accounts with a renewal date inside the next 45 days.
- 2For each match, the agent fetches the company's open and closed deals and lifecycle stage from HubSpot.
- 3It pulls the last 90 days of Intercom conversations to summarize support themes and sentiment.
- 4An LLM synthesizes wins, risks, open issues, and recommended talking points.
- 5The agent creates a structured Notion page (health summary, usage, risks, asks) under the QBR database.
- 6It posts a link to the CSM in Slack with the meeting date.
Set it up
What you configure once, before turning it on.
- 1Connect HubSpotCRM, deals, marketing, support.
- 2Connect IntercomConversations, contacts, articles.
- 3Connect NotionPages, databases, comments.
- 4Connect SlackChannels, DMs, threads, mentions.
- 5Connect OpenAIModels, embeddings, files.
- 6Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 7Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 8Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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