Smarter Week

How to automate it

How to automate “prepare QBRs and business 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.

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

Fix 1 of 2

AIBest fix

Have AI draft the business review from usage data

Give AI the usage export, goals and support history; it drafts the narrative and recommendations, and Copilot or Gemini can lay out the slides.

Typically saves about 45% of the time10 min to set up
  1. 1Export usage and outcome data, support tickets and the goals agreed at kickoff.
  2. 2Paste with the prompt below.
  3. 3Build the slides in Copilot in PowerPoint, Gemini in Slides or Gamma from the outline.
  4. 4Check every number before you present.
Prompt to copy
Draft a business review for [CUSTOMER]. Goals agreed at kickoff: [GOALS]. Data: [PASTE USAGE, OUTCOMES, TICKETS]. Give me slide-by-slide content: value delivered against each goal with numbers, adoption highlights and gaps, support summary, three recommendations for next quarter, and the decision we need from them. Mark anything unclear with [CHECK].

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

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.

Customer Success Manager

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Other common tasks for Customer Success Managers