QBR Prep Agent

I will prepare a full quarterly business review package, health score, and outreach email for every account you own.

About this agent

Quarterly business review prep takes hours nobody has for every account, so it gets rushed or skipped. This agent pulls usage, email, and meeting history, calculates a health score, builds a tailored QBR document, and drafts outreach for your approval.

What you get

QBR document with health score and highlights, delivered every quarter or when you mention the agent.

Draft outreach email with suggested meeting times, delivered every quarter for your review.

Post-QBR follow-up email with action items, delivered seven days after each review is sent.

What this agent does

Gathers a full picture of every account

It pulls usage trends, searches Gmail and monday notetaker for recent history, and checks for open risks before writing a word of the review.

Calculates a health score per account

Usage, engagement trend, renewal proximity, and open issues combine into a single score marking each account green, yellow, or red.

Builds a QBR document tailored to account tier

It produces a structured document covering highlights, risks, opportunities, and goals, then exports it as a PDF ready to share.

Drafts outreach with real meeting times

Using Google Calendar, it suggests actual open slots and writes a tier-appropriate email, from a full personal note for top accounts to a brief summary for lighter-touch ones.

Waits for your approval before sending

Every email is presented in full for review, and nothing goes out until you explicitly confirm it.