QBR (Quarterly Business Review) Automation

Customer Successlow Risk
Complexity 3/5

Compile data, auto-create QBR decks, identify expansion

QBRs take 3-5 hours to prepare and lack consistency. This agentic workflow compiles usage data, calculates ROI, generates QBR decks, highlights outcomes, identifies expansion opportunities, and schedules reviews.

10-15x
Typical ROI
2-3 weeks
Time to Value
Customer Success
Department
Complexity

Agent Architecture

Agent Architecture

Sequential agents build QBR decks.

QBR Builder

Builds QBR presentations

Orchestrator Agent

Data Collector

Collects data

  • •Pull usage
  • •Calculate ROI
  • •Compile results
Data Collector
Collects data

Deck Builder

Builds slides

  • •Create deck
  • •Add charts
  • •Format
Deck Builder
Builds slides

Planner

Plans meeting

  • •Identify expansion
  • •Schedule
  • •Send agenda
Planner
Plans meeting
Simple Flow Architecture

Workflow Steps

1

Collect usage data

2

Calculate ROI

3

Generate slides

4

Identify expansion

5

Schedule review

6

Track outcomes

Required Dependencies

CRMSalesforce, HubSpot, Pipedrive

Key Performance Indicators

Click any KPI to view detailed measurement guidance, formulas, and typical ranges.

Governance Controls

Centralized LoggingVisibility
HIGH
Centralized Logging

Capture all agent interactions (prompts, outputs, data sources accessed) in a central, searchable system

Complexity: medium
Agent RegistryVisibility
HIGH
Agent Registry

Central inventory of all agents with metadata: owner, purpose, data sources, risk level, users

Complexity: low
Prompt Injection TestingRisk
Prompt Injection Testing

Regularly test agents for vulnerabilities (jailbreaks, prompt injection, data exfiltration attempts)

Complexity: medium

These controls help ensure secure, compliant, and auditable AI operations. High-priority controls are critical for production deployment.

Identified AI Risks

Hallucinations
Hallucinations

AI generating false or fabricated information presented as fact

Stale Information
Stale Information

AI using outdated data that no longer reflects current reality

Source Attribution
Source Attribution

Inability to verify or cite the original sources of AI-generated information

Recording Consent
Recording Consent

Lack of proper consent for recording, storing, or processing user interactions

Third-Party Data Processors
Third-Party Data Processors

Risks associated with external vendors processing sensitive data

Prompt Injection
Prompt Injection

Malicious manipulation of AI behavior through crafted input prompts

These risks should be mitigated through proper governance controls and operational procedures.

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Customer Experience

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