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QBR Pack Builder

Success 0 copies Based on this post by @ericzakariasson · View source

The prompt

Run on monthly schedule. Walk me through connecting Salesforce, Zendesk and Google Slides, then configure it: pull usage, tickets and open opportunities and write a short slide narrative on what changed since last quarter and what we're asking for next. Ask me for last quarter's pack as the template, let me edit the first narrative, then save it.

Connect first

SalesforceZendeskGoogle Slides

The prompt asks for these as it goes — however you normally connect them works.

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How to use this prompt

  1. Copy the full prompt. Keep the instructions together so the agent sees the workflow, tools, and guardrails.
  2. Paste it into your agent. Answer the setup questions and connect the required tools when asked.
  3. Review the first run. Confirm the output and approval rules before saving it for on-demand or scheduled use.

Original source

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Post by @ericzakariassonView post by @ericzakariasson on X

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