AI AGENTS
On-Demand QBR Deep-Dive from a Slack Command
A CSM drops an account name in Slack and an agent returns a full QBR-ready summary of HubSpot deal history, Intercom support trends.
How it runs
The automated pipeline, trigger to output.
- TriggerSlack message names an accountSlack
- ActionResolve company and fetch deals from HubSpotHubSpot
- ActionRetrieve recent Intercom conversationsIntercom
- LogicClassify account as healthy or at-risk
- ActionDraft briefing tuned to health status (LLM)OpenAI
- OutputReply with summary in Slack threadSlack
What it does
Gives customer success managers an instant, conversational way to prep for any account review. Instead of waiting for a scheduled job, the CSM mentions an account in Slack and the agent pulls together the same account-history briefing on demand, replying inline in seconds.
When to use it
Use this for ad-hoc reviews, escalations, or when an exec asks 'where are we with Acme?' five minutes before a call. It complements scheduled QBR prep by covering the unplanned moments.
How it works
- 1A Slack message in the QBR channel triggers the agent with an account name.
- 2The agent resolves the company in HubSpot and pulls deals, ARR, and renewal date.
- 3It retrieves recent Intercom conversations and computes a support-load and sentiment snapshot.
- 4A decision step checks whether the account is healthy or at-risk based on ticket volume and stalled deals.
- 5An LLM drafts a concise briefing tuned to that health status, with talking points and risks.
- 6The agent replies in the Slack thread with the summary and links back to source records.
Set it up
What you configure once, before turning it on.
- 1Connect SlackChannels, DMs, threads, mentions.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect IntercomConversations, contacts, articles.
- 4Connect OpenAIModels, embeddings, files.
- 5Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 6Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 7Test, 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.
14-day trial. No DevOps. No Sales call. Provisioned in under a minute.