AI AGENTS
QBR and renewal prep recap for the account team
Two business days before a scheduled QBR or renewal call, pulls the account's CRM history and product context into a recap and posts it to the account team's Slack channel.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily look-ahead schedule
- LogicFind QBR/renewal calls 2 days outGoogle Calendar
- ActionPull account, opportunity & case historySalesforce
- ActionAdd recent customer newsExa
- OutputPost recap to account team channelSlack
What it does
For upcoming quarterly business reviews and renewal calls, the agent assembles a backward-looking recap: account health from Salesforce, open and recently closed cases, commitments made last quarter, and fresh news on the customer. It posts the recap to the account team's Slack channel two days ahead so the CSM and AE align before the meeting.
When to use it
You run recurring QBRs or renewals and want the team prepped with account history rather than improvising. Best for customer success and account management motions on a renewal cadence.
How it works
- 1A daily schedule looks ahead for QBR or renewal meetings two business days out.
- 2For each, the agent pulls the Salesforce account, opportunity, and case history.
- 3Exa adds recent public news about the customer's business.
- 4The agent drafts a recap covering health, prior commitments, risks, and a suggested agenda.
- 5It posts the recap to the assigned account team's Slack channel.
Set it up
What you configure once, before turning it on.
- 1Connect Google CalendarEvents, attendees, availability.
- 2Connect SalesforceAccounts, opportunities, cases.
- 3Connect ExaNeural search across the web.
- 4Connect SlackChannels, DMs, threads, mentions.
- 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.
More AI Agents workflows
Custom Metrics Cardinality Spike Pager
A webhook from a Datadog monitor fires when custom-metric cardinality jumps; an agent pinpoints the offending metric and tag, estimates the added cost.
Sentry-to-Confluence Runbook Updater
When a Sentry issue is resolved, the agent finds the matching Confluence runbook page and proposes an inline update with the verified fix.
Stale Doc-PR Chaser for Runbook Gaps
On a daily schedule the agent finds runbook doc PRs that were opened from resolved incidents but never reviewed, summarizes what each one fixes.
Resolved Incident to Public Troubleshooting Doc
For customer-facing errors resolved in Sentry, the agent drafts a sanitized troubleshooting entry and opens a PR to your ReadMe documentation.
On-Call Runbook Gap Closer: Resolved Sentry Issues to Doc PRs
An agent reads each newly resolved Sentry issue, compares the actual fix against your existing runbook, and opens a GitHub PR adding the missing remediation steps.
Weekly On-Call Doc-Gap Digest
Each week the agent reviews every Sentry issue resolved in the last 7 days, ranks the ones whose runbook coverage is missing or thin.
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.