QBR Pack Builder

Success Based on this tweet by @ericzakariasson

The prompt

Set up a new bot for me on a 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.

Paste it into Grok Bot, Rakazo or any agent you already use. It asks for what it needs, then saves itself as a bot.

Connect first

SalesforceZendeskGoogle Slides

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

Tired of signing in to each service for every harness? Executor signs you in once — every client shares the credentials. Try Executor → Sponsored

Run QBR Pack Builder yourself

Free to copy, adapt, and edit after setup.

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