Inputs
The systems and standard your team chooses
- Runbook, source material, and definition of done
- Records from Salesforce, Snowflake, Box
Client QBR prep
Quarterly reviews in minutes
What it does
- Builds client QBR decks from performance data
- Surfaces the wins, misses, and actions
- Ties every metric to source
How it works
- 1Aggregates client and SLA data
- 2Builds the QBR narrative and deck
- 3Flags anything off-target
Works with
Deployment contract
What goes in, what comes out, and where people review.
Outputs
A finished artifact with its work attached
- Builds client QBR decks from performance data
- Surfaces the wins, misses, and actions
Approvals
Human control at the steps that matter
Choose which steps run automatically and which stop for a named reviewer before deployment.
Evals
Quality measured against your rubric
Score completed runs against accepted examples and task-specific criteria. Review failures with the source trace before changing the runbook or model.
Example result
The result is reviewable, not a black box.
A completed run keeps the task, sources, actions, approvals, and eval result together. Open any step to inspect what happened or send it back with a correction.
RUN
Client QBR prep
- Aggregates client and SLA dataSource trace saved
- Builds the QBR narrative and deckSource trace saved
- Flags anything off-targetOutput prepared
Rubric score, sources, and action log travel with the result
Related agents
Deploy in days, not months.
Request demo