AI AGENTS
QBR Slide Deck Generator into Google Drive
When a QBR is scheduled on the calendar, an agent compiles account metrics from HubSpot and Snowflake usage data into a finished slide deck saved to the customer's Google Drive…
How it runs
The automated pipeline, trigger to output.
- TriggerCalendar QBR event within 3 daysGoogle Calendar
- ActionFetch deals and renewal terms from HubSpotHubSpot
- ActionQuery usage and adoption from SnowflakeSnowflake
- ActionDraft deck narrative (LLM)OpenAI
- ActionRender deck and upload to Google DriveGoogle Drive
- OutputEmail deck link to meeting ownerGmail
What it does
Turns a calendar event into a presentation-ready QBR deck. The agent reads scheduled QBR meetings, pulls commercial data from HubSpot and product-usage metrics from your warehouse, then generates a formatted deck and files it in the right Google Drive folder so the CSM only has to review and tweak.
When to use it
Best for teams that present polished slides to customers and pull usage numbers from a data warehouse. Removes the manual chart-building and data-export grind before every review.
How it works
- 1A calendar trigger fires when an event titled with 'QBR' is within three business days.
- 2The agent identifies the account and fetches deals, ARR, and renewal terms from HubSpot.
- 3It queries Snowflake for the account's usage trend, adoption, and seat utilization.
- 4An LLM drafts the narrative: executive summary, value delivered, expansion opportunities.
- 5The agent renders a slide deck and uploads it to the account's Google Drive folder.
- 6It shares the deck link by email to the meeting owner ahead of the call.
Set it up
What you configure once, before turning it on.
- 1Connect Google CalendarEvents, attendees, availability.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect SnowflakeWarehouses, queries, shares.
- 4Connect Google DriveDocs, sheets, slides, files.
- 5Connect OpenAIModels, embeddings, files.
- 6Connect GmailRead, draft, send, label.
- 7Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 8Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 9Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
More AI Agents workflows
Observability Cost Allocation Report
Monthly, an agent pulls Datadog and Honeycomb usage, allocates spend to teams and services by tags, writes the breakdown to Snowflake, and posts a chargeback summary to Slack.
Vendor Shortlist Matrix from a Buying Brief
An agent reads a buying brief, researches candidate vendors across the live web, and builds a scored comparison matrix in Coda ranking each vendor against your stated criteria.
Split oversized Linear epics into estimated child issues
An agent scans newly created Linear epics, breaks each one above a size threshold into discrete child issues with point estimates and acceptance criteria.
Datadog Bill Spike Attribution Agent
When a daily Datadog cost check detects a spend jump, an agent attributes the increase to the specific services and metric types driving it and posts a ranked breakdown to Slack.
Buying Brief Email to Shortlist Doc in Drive
When a buying brief arrives by email, an agent researches the market and produces a polished narrative shortlist document in Google Drive, then replies to the sender with the link.
Zoom Demo Low-Score Objection Escalation to Manager
Scores how well a rep handled objections in each Zoom demo, and only when the handling score falls below a threshold does it create a coaching task in ClickUp and alert the rep's…
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.