How do you walk into every QBR with the deck already built?
A QBR prep AI Employee that pulls usage trends, account health, support activity, and expansion signals across your systems each week. It assembles a draft deck and companion briefing doc for every account due a review, then stops for the CSM to edit and present.
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A quarterly business review is only as good as its prep, and the material is real but scattered. Product usage trends sit in Postgres. Account health, CSM notes, and the deal history sit in the CRM. Support friction is a quarter's worth of tickets no one has time to reread. Expansion opportunities are pattern matched from all of the above, usually from memory, right before the meeting. Pulling it all into a deck by hand takes an afternoon per account. Templates help with layout but not with assembly. Someone still has to pull every number, read every note, and decide what's worth a slide. Doing that for one account is an afternoon. Doing it for every account due a review, every week, is the part that gets skipped, rushed, or handed to whoever has the least on their plate that week, which is exactly when a CSM walks in underprepared for a renewal conversation.
The QBR prep AI Employee runs once a week inside your own environment, with read only access to Postgres and the CRM. It finds every account whose next QBR falls due in the coming window and, for each, pulls usage trends, value delivered, account health, a support summary, and expansion opportunities. It assembles that into a draft deck in Slides and a companion briefing doc in Docs with the backup detail, then stops. Nothing is shared, presented, or sent. The CSM reviews both and takes it from there.
See exactly how the work gets done.
Runs on a weekly schedule
A scheduled run fires once a week. Each run starts clean. It recomputes who's due and what their numbers look like from the current state of the data every time.
Works to your QBR structure
What goes in a QBR deck, and in what order, travels with the AI Employee as a skill: how you define a usage trend, what 'value delivered' means for your product, how account health rolls up, how to summarize a quarter of support without burying the one issue that matters, and what counts as a credible expansion signal versus a guess.
Connects to your systems, sources read only
It reads usage and adoption over the quarter from Postgres, reads health score, CSM notes, support ticket history, and the deal record from the CRM to find who's due and why, and writes the draft deck to Slides and the backup detail to Docs. Credentials stay in memory, never written to disk, never exposed to the model.
Read only across the sources
Postgres and the CRM are read only. It cannot change a usage record, a health score, a note, or a deal, even though it reads deeply from all of them. Its only writes are the new deck and the new doc it creates.
Lands the draft, stops there
Each due account ends the run with a draft deck and a briefing doc under a shared folder, named for the account and the quarter. It reports where each one landed and stops. The CSM reviews the story, edits the commentary, and is the one who opens the meeting and presents it.
Runs in your environment
Every run is isolated inside your own infrastructure. It can reach only the systems it's scoped to, and only the new deck and doc leave it.
Read only across the source systems
Postgres and the CRM are read only. It cannot change a usage record, a health score, a CSM note, or a deal. It can only draw from them.
Draft only, nothing sent
The deck and briefing doc are drafts. It never shares, presents, or emails either one. The CSM reviews and presents.
Credentials stay contained
The Postgres and CRM credentials connect with the permissions you set, stay in memory, are never written to disk, and are never exposed to the model or the logs.
You own every rule
The deck structure, the skill, and the per system permissions are yours, versioned and changed on your terms, not in a vendor dashboard.
The afternoon of pulling numbers and rereading tickets now happens automatically, every week, for every account that needs it. The CSM opens a draft deck that already has the trend, the health picture, the support summary, and a candidate expansion angle, edits the story into their own words, and presents it themselves. The AI Employee assembles the draft; your people own the room.
Weekly
Every account due a review restaged before the CSM's meeting
Read only
Nothing written back to Postgres or the CRM
2 drafts
One deck and one briefing doc per account, every time
Our free AI audit shows you where AI fits, what your security risks are, and gets your first AI employee working.
How do you turn a new signup into an activated customer?
Checks every new account against its onboarding milestones daily, drafts a nudge when one stalls, and alerts the owning CSM with the exact context. The CSM sends.
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How do you turn NPS comments into themes, not an unread sheet?
Reads NPS and CSAT responses weekly, clusters comments into themes with sentiment and detractor drivers, and posts the score trend with representative quotes to Slack. Read only, one post per week, never contacts a respondent.
×How do AI Employees flag the accounts about to churn each morning?
Reads product usage, support friction, and billing every day, scores each account on leading churn signals, and posts one ranked at risk list with a reason and a next step per account. It writes nothing back.
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