AI AGENTS
Weekly CSM Portfolio QBR Digest
Every Monday an agent reviews all of a CSM's accounts, flags which ones have QBRs due and gathers their history into a single Notion digest ranked by priority.
How it runs
The automated pipeline, trigger to output.
- TriggerMonday schedule per active CSM
- ActionList owned companies and dates in HubSpotHubSpot
- LogicFilter to QBRs due in 30 days, rank by ARR and risk
- ActionPull Intercom and deal snapshot per accountIntercom
- ActionSummarize each account into prep notes (LLM)OpenAI
- OutputWrite Notion digest and send Slack summaryNotion
What it does
Gives each CSM a single Monday-morning view of their whole book of business through a QBR lens. The agent scans every owned account, finds the ones with reviews coming up, and compiles a prioritized digest so the CSM knows exactly which prep work to do this week.
When to use it
Use this when CSMs juggle many accounts and lose track of which QBRs are approaching. It replaces the manual spreadsheet audit with an automatic weekly briefing.
How it works
- 1A Monday schedule kicks off for each active CSM.
- 2The agent lists the CSM's owned companies in HubSpot and their renewal and last-QBR dates.
- 3A logic step filters to accounts with a QBR due in the next 30 days and ranks them by ARR and risk.
- 4For each, the agent pulls a quick Intercom support snapshot and deal status.
- 5An LLM summarizes each account into a one-paragraph prep note with priority order.
- 6The agent writes a consolidated digest page in Notion and sends the CSM a Slack summary with counts and the top three to tackle first.
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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