Generate Automated QBR Reports Ai Agent Workflow Blueprint

Retention Stage Customer Success Agent
Compiles customer usage data, generates AI-powered business review summaries, and creates visually engaging QBR reports with minimal manual effort.

Who this Ai Workfow Is For

Go-To-Market Pros

You care about improving the entire lifecycle of buyer and customer journeys. And you want inspiration for areas where Ai may help.

Ai Builders

You want inspiration for real-world ways to help people as you're building your Ai product.

Pros Focused on the Retention Stage

You're focused on the Retention stage in your daily job and want to find ways for Ai to help you do more with less.

How this Ai Workflow Helps

This workflow is designed for customer success teams who need to prepare comprehensive quarterly business reviews (QBRs) for their customers. By automating the data gathering and report generation process, CSMs can focus more on strategic conversations and less on manual reporting tasks.

The workflow begins before scheduled QBR meetings by aggregating all relevant customer data from multiple sources. This includes product usage statistics, key performance indicators, support history, business outcomes, and benchmarks against similar customers. All this information is then fed into an AI that transforms raw data into an insightful narrative with clear trends, achievements, and areas for improvement.

With the narrative in place, the workflow automatically identifies growth opportunities and next steps, then compiles everything into a professionally designed report using pre-built templates. The draft report is sent to the Customer Success Manager for review, who can make any necessary adjustments before sharing it with the customer ahead of the QBR meeting. This automation saves significant preparation time while still delivering high-quality, data-driven QBR materials.

Ai Workflow Example as Inspiration for More

Does this AI agent workflow rely too much on AI and not enough on human know-how? Or the reverse? Is it missing steps or tools?

Note that this Ai workflow is presented as inspiration for what's possible. Adjust the amount, type and quality of the data inputs. Adjust how much or how little your human team mates (or you), AI and fully autonomous agents contribute.

And test it! Learn what works and what doesn't.

Don't forget! In the end, it's not just about efficiency. It's about delivering great experiences for your customers and customers-to-be.

1. Trigger: Upcoming QBR Meeting
Trigger. Initiate the QBR report generation workflow when a QBR meeting is scheduled or a specific time before renewal.
2. Gather Usage Data
Tool Call. Before a QBR or renewal meeting, gather all pertinent usage and performance data for the customer's account.
Data
Data Aggregation Salesforce HubSpot Google Analytics
3. Generate Review Summary
LLM Call. Feed the data into GPT-4 with a prompt to generate a business review summary.
Report
LLM OpenAI Anthropic Google Gemini
4. Highlight Opportunities
Tool Call. Have the AI highlight areas of opportunity and compile the results into a PDF or slide deck using a pre-designed template.
Presentation
Data Visualization Tableau Power BI Google Data Studio
5. Dispatch Draft Report
Tool Call. Send the draft report to the CSM for review and then share it with the customer ahead of the QBR call.
Email
Email Automation SendGrid Mailchimp HubSpot

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