QBR Prep Agent

I will prepare a full quarterly business review package, health score, and outreach email for every account you own.

About this agent

Quarterly business review prep takes hours nobody has for every account, so it gets rushed or skipped. This AI agent pulls usage, email, and meeting history, calculates a health score, builds a tailored QBR document, and drafts outreach for your approval.

What you get

QBR document with health score and highlights, delivered every quarter or when you mention the agent.

Draft outreach email with suggested meeting times, delivered every quarter for your review.

Post-QBR follow-up email with action items, delivered seven days after each review is sent.

How this agent works

Gathers a full picture of every account
It pulls usage trends, searches Gmail and monday notetaker for recent history, and checks for open risks before writing a word of the review.
Calculates a health score per account
Usage, engagement trend, renewal proximity, and open issues combine into a single score marking each account green, yellow, or red.
Builds a QBR document tailored to account tier
It produces a structured document covering highlights, risks, opportunities, and goals, then exports it as a PDF ready to share.
Drafts outreach with real meeting times
Using Google Calendar, it suggests actual open slots and writes a tier-appropriate email, from a full personal note for top accounts to a brief summary for lighter-touch ones.
Waits for your approval before sending
Every email is presented in full for review, and nothing goes out until you explicitly confirm it.
Follows up automatically after the QBR
Seven days after a QBR email goes out, it drafts a follow-up summarizing what was discussed and the agreed next steps.

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FAQs

The QBR Prep Agent is an AI agent on monday.com that prepares a full quarterly business review package, health score, and outreach email for every account you own. This AI agent works directly inside your monday.com workspace, so you can create AI agents like this one and put them to work without leaving the tools your team already uses.
Yes — to get started, you'll connect this AI agent to your monday.com board, authorize the tools and integrations it needs, and customize its triggers and actions to match how your team works. The template gives you a ready-made starting point, but you make it yours before it runs.
You control exactly how the QBR Prep Agent behaves. You can configure it to wait for your approval before taking any action, or set it to execute automatically once you're confident in its behavior. Like all AI agents on monday.com, you can update its triggers and actions at any time as your workflow evolves.
AI agents are available on paid monday.com plans. Each AI agent run consumes AI credits, which are included with paid plans and can be topped up as needed. You can explore the platform for free and unlock the ability to create AI agents when you upgrade.
Automations follow fixed if/then rules. AI agents on monday.com can read context, make judgments, draft content, and handle multi-step work that doesn't follow a predictable pattern. You can build an AI agent to handle the work that automations can't — like researching, writing, classifying, or coordinating across multiple inputs.
Yes. monday.com lets you create AI agents from scratch using the no-code agent builder — just describe what you want the agent to do, connect it to your boards and tools, and set its permissions. You can also start from a ready-made template like this one and customize it to fit your exact workflow.
monday.com AI agents work directly inside the platform where your team already operates — with full context across your boards, projects, and workflows. Unlike standalone AI tools, they don't require a separate system. You can create AI agents that act on real work data, respect your permissions, and keep humans in the loop at every step.