Smarter Week

How to automate it

How to automate “prepare QBRs and account review decks”

Here are 2 ways to spend less time on this, best first. Each comes with steps you can follow today and, for AI fixes, a prompt to copy.

90 min
typically, once a month
50%
of the time can be automated
Some setup
to set up

Fix 1 of 2

AIBest fix

Have AI draft the account review from usage data and notes

Give AI the usage export, support history and your notes; it drafts the story, wins and recommendations for the deck so you only tidy it up.

Typically saves about 45% of the time10 min to set up
  1. 1Export the account's usage, tickets and contract data.
  2. 2Paste or upload them with your notes and the prompt below.
  3. 3Paste the output into your QBR template, or use Copilot in PowerPoint or Gemini in Slides to build the slides.
  4. 4Check every number against the source.
Prompt to copy
Draft a quarterly business review for [CUSTOMER]. Their goals this year: [GOALS]. Attached: [USAGE DATA, SUPPORT TICKETS, CONTRACT DETAILS]. Give me slide-by-slide content: 1) results against their goals with numbers, 2) what went well, 3) issues and what we did, 4) three recommendations for next quarter, 5) renewal or expansion talking points. Use only the data provided; mark anything you are unsure of with [CHECK].

Tools: ChatGPT, Claude, Gemini or Microsoft Copilot · Copilot in PowerPoint · Gemini in Google Slides

Fix 2 of 2

Automation

Build the report once so it refreshes itself

Connect the spreadsheet or dashboard straight to the source so next week's report is already done.

Typically saves about 80% of the time4 h to set up
  1. 1List where each number comes from.
  2. 2Use Power Query (Excel), a connected sheet, or a Google Data Studio or Power BI dashboard pulling from the source.
  3. 3Schedule the refresh and send the link instead of an attachment.

Tools: Excel Power Query · Power BI · Google Data Studio (formerly Looker Studio) · Google Sheets connectors

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Account Manager

HourLeak · the 8-minute work audit

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Other common tasks for Account Managers