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qbr-prep

Generate slot-mapped QBR deck drafts from Salesforce, Gong, and success plan data.

Updated May 2, 2026
Search Tags:#workflow automation#salesforce#customer success#gong#qbr#account review#deck automation
One-click install
npx skills add https://github.com/marius-bughiu/ooligo --skill qbr-prep
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: qbr-prep
Source: https://github.com/marius-bughiu/ooligo/tree/main/apps/web/public/artifacts/qbr-prep-skill
Command: npx skills add https://github.com/marius-bughiu/ooligo --skill qbr-prep

SYSTEM DOCUMENTATION & REQUIREMENTS

💡 This Skill includes references (resource) components.

What problem does it solve?

Customer success managers spend hours manually aggregating data from Salesforce, Gong, and success plan tools to build quarterly business review (QBR) decks, leading to inconsistent content, delayed reviews, and time pulled away from strategic customer engagement.

Core Features & Use Cases

  • Multi-source parallel data aggregation: Pulls Salesforce account history, support cases, Gong call themes from the last 90 days, and active success plan data in a single workflow to eliminate manual data gathering.
  • Three-pass structured content generation: Runs dedicated synthesis, risk/expansion, and tone-match passes to produce slot-mapped slide content aligned to your team's QBR template, plus a one-page executive summary for pre-call review.
  • Built-in accuracy guardrails: Validates data freshness, flags missing or stale inputs (like outdated success plans or insufficient Gong call coverage), and matches output to your CSM team's voice to avoid generic or inaccurate deck content. Use case: A CSM preparing a QBR for a key $500k ARR account can generate a fully populated draft in minutes instead of hours, with all relevant wins, risks, and expansion paths already mapped to their team's slide template.

Quick Start

Provide your Salesforce account ID, current quarter label, path to the prior QBR, and success plan reference to the qbr-prep skill to receive a fully populated, slot-mapped QBR draft ready for CSM review.

Frequently Asked Questions about qbr-prep

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I automate quarterly business review deck creation from Salesforce and Gong data?▼

Automate quarterly business review deck creation by aggregating Salesforce account history, Gong call themes, and success plan data in parallel to generate slot-mapped slide content aligned to your CSM team's template.

Can I generate a QBR executive summary and slide draft without manually pulling account data?▼

Generate a QBR executive summary and slot-mapped slide draft without manual data pulls by running parallel data aggregation across Salesforce, Gong, and success plan repositories to populate your custom template.

What is the best way to populate a custom QBR template with Gong call themes and Salesforce account history?▼

The best way to populate a custom QBR template is using a three-pass synthesis workflow that extracts Gong call themes and Salesforce account history, applying dedicated risk, tone-match, and accuracy passes to map content to your slides.

How does QBR automation handle stale success plans or missing Gong call coverage?▼

QBR automation handles stale success plans or missing Gong call coverage through built-in validation guards that flag outdated inputs and insufficient data streams before generating your deck draft.

Do I need a prior QBR path and Salesforce account ID to generate a new QBR draft?▼

You need a Salesforce account ID, current quarter label, path to the prior QBR, and success plan reference to generate a fully populated, slot-mapped QBR draft ready for CSM review.

Why does my automated QBR draft need a three-pass synthesis process for tone and accuracy?▼

An automated QBR draft needs a three-pass synthesis process to apply dedicated risk/expansion analysis and tone-matching, ensuring your slide content matches your CSM team's voice and avoids generic or inaccurate outputs.

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