> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# QBR Auto-Builder

> Transforms manual busywork into consistent, insight-rich presentations, helping identify expansion opportunities and guide account plans.

<Frame>
  <img src="https://mintcdn.com/cassidy/cacUf6ckDT3AhwnO/images/use-cases/qbr-auto-builder-img-0.png?fit=max&auto=format&n=cacUf6ckDT3AhwnO&q=85&s=5652c9fba15d46e341d17faafbd655c4" alt="QBR Auto-Builder" width="1920" height="1080" data-path="images/use-cases/qbr-auto-builder-img-0.png" />
</Frame>

## What does this mean?

Removes the manual busywork from preparing business reviews so customer teams can deliver consistent, insight-rich presentations at scale, surface expansion opportunities, and proactively guide account plans.

Collects product usage, support history, goals, and insights from meetings and CRM notes, then creates ready-to-deliver QBR decks and reports with highlights, risks, outcomes, recommendations, and next-quarter goals—including clear charts and cited evidence.

## Workflow steps

<Steps>
  <Step title="Trigger on schedule or manual request">
    The Workflow activates on a set schedule (e.g., monthly or quarterly) or when a team member manually triggers it for a specific account—ensuring QBRs are always prepared on time.
  </Step>

  <Step title="Pull account data from CRM">
    Cassidy connects to your CRM to gather account details, customer goals, contract information, and historical notes—building the foundation for a complete business review.
  </Step>

  <Step title="Collect product usage and support history">
    The Workflow pulls product usage metrics and support ticket history from connected systems, surfacing adoption trends, recurring issues, and resolution patterns.
  </Step>

  <Step title="Extract insights from meeting notes">
    Using your Knowledge Base, Cassidy reviews recent meeting transcripts and call notes to identify key themes, customer feedback, and commitments made throughout the quarter.
  </Step>

  <Step title="Generate QBR content">
    Cassidy synthesizes all collected data to generate highlights, risks, outcomes achieved, strategic recommendations, and next-quarter goals—complete with cited evidence from your sources.
  </Step>

  <Step title="Build charts and visual summaries">
    The Workflow formats key metrics into clear charts and visual summaries, making it easy for stakeholders to grasp performance at a glance.
  </Step>

  <Step title="Export as a presentation or document">
    Cassidy compiles everything into a ready-to-deliver QBR deck or report, exported as a Microsoft Word document or presentation format of your choice.
  </Step>

  <Step title="Route for review and delivery">
    The completed QBR is sent to the account team for final review via Human-in-the-Loop approval, giving them a polished, insight-rich presentation ready to share with the customer.
  </Step>
</Steps>

## Related

<CardGroup cols={2}>
  <Card title="Build and configure an Agent" icon="robot" href="/agents/build-and-configure">
    Create a custom Agent with tailored instructions and Knowledge Base access.
  </Card>

  <Card title="Set up your Knowledge Base" icon="book" href="/knowledge-base/setup">
    Add your company documents so Agents can reference them.
  </Card>
</CardGroup>