EX-AGT-CS-04SHEET 01 / 04
SCALE 1 : 1EX-LABS

IN PRODUCTION
EXHIBIT 01
Customer Success
QBR Deck Builder.
Sarah's CSMs were spending two days a week assembling Quarterly Business Reviews from a half-dozen tools. We embedded for three weeks, mapped the deck patterns, and shipped an agent that pulls live customer data and drafts the deck — talking points, charts, executive narrative — for the CSM to refine.
- 01 →Conversational front-door — CSM picks the customer, the agent runs.
- 02 →Pulls live data from Salesforce, Gainsight, Snowflake, support.
- 03 →Drafts story arc, surfaces insights, builds on-brand slides.
- 04 →Preview and download — CSM owns the final review.
TeamCustomer Success
Build3 weeks · 1 AI Engineer
StackSalesforce · Gainsight · Snowflake · Figma
Outcome8 hrs → 12 min per QBR draft



