AI AGENTS
Post-QBR Recap and Action-Item Router
After a QBR call, an agent turns the Zoom transcript plus account context into a customer-ready recap email and routes the agreed action items into HubSpot and Linear.
How it runs
The automated pipeline, trigger to output.
- TriggerZoom QBR transcript readyZoom
- ActionMatch meeting to HubSpot company and contextHubSpot
- ActionExtract decisions and action items (LLM)OpenAI
- LogicSplit customer-facing vs internal items
- ActionCreate tasks in Linear and log on HubSpot dealLinear
- OutputSend recap email to customer via GmailGmail
What it does
Closes the loop after the QBR happens. The agent takes the meeting transcript, blends it with account history, and produces a polished recap to send the customer while automatically creating follow-up tasks in the right systems so commitments do not slip.
When to use it
Use this when QBR follow-through is inconsistent: notes live in someone's head, recap emails go out late, and action items never make it into a tracker. This makes the wrap-up automatic and accountable.
How it works
- 1A Zoom trigger fires when a QBR recording's transcript is ready.
- 2The agent matches the meeting to its HubSpot company and pulls deal and renewal context.
- 3An LLM extracts decisions, risks, and concrete action items with owners from the transcript.
- 4A logic step splits items into customer-facing recap content versus internal follow-ups.
- 5The agent creates internal tasks in Linear and logs commitments and next steps on the HubSpot deal.
- 6It drafts and sends a branded recap email to the customer via Gmail and notifies the CSM.
Set it up
What you configure once, before turning it on.
- 1Connect ZoomMeetings, recordings, transcripts.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect LinearIssues, projects, cycles, triage.
- 4Connect GmailRead, draft, send, label.
- 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.
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