SALES
Assemble a Save-Deal Brief Before Every QBR
Two weeks before each scheduled QBR, pulls account usage, support, and CRM signals and drafts a one-page save-deal brief in Coda so the account team walks in prepared.
How it runs
The automated pipeline, trigger to output.
- TriggerQBR calendar event lands 14 days outGoogle Calendar
- ActionFetch company usage, ARR, and renewal dateHubSpot
- ActionPull last 90 days of support ticketsZendesk
- ActionDraft risk summary and talking pointsOpenAI
- ActionWrite save-deal brief pageCoda
- OutputPost brief link to account ownerSlack
What it does
For any account with a Quarterly Business Review coming up, this workflow gathers the signals that predict churn and turns them into a single, skimmable save-deal brief. It joins product usage trends from HubSpot, open and recent support tickets from Zendesk, and the renewal date and contract value, then writes a structured brief into Coda for the account owner to review.
When to use it
Run this on every account heading into a QBR, especially mid-market and enterprise renewals where the AM needs context they don't have time to assemble by hand. It removes the night-before scramble of pulling reports from three systems.
How it works
- 1A calendar event tagged as a QBR fires the workflow 14 days out.
- 2It looks up the matching HubSpot company and reads usage, renewal date, and ARR.
- 3It pulls the account's Zendesk tickets from the last 90 days and counts escalations.
- 4An LLM step weighs the signals and writes a risk summary with talking points.
- 5The brief is created as a new Coda doc page and a link is posted to the AM in Slack.
Set it up
What you configure once, before turning it on.
- 1Connect Google CalendarEvents, attendees, availability.
- 2Connect HubSpotCRM, deals, marketing, support.
- 3Connect ZendeskTickets, queues, knowledge base.
- 4Connect OpenAIModels, embeddings, files.
- 5Connect CodaDocs, packs, automations.
- 6Connect SlackChannels, DMs, threads, mentions.
- 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.
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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.