# QBR Auto-Prep: AI-Generated Quarterly Business Review Decks: n8n workflow

> Started by a clock, and works across Gmail, Google Sheets, Google Slides and HubSpot. It hands the judgement calls to OpenAI.

Source: https://millionrounds.com/workflow/qbr-auto-prep-ai-generated-quarterly-business-review-decks (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [CRM](https://millionrounds.com/workflows?category=CRM#library)

# QBR Auto-Prep: AI-Generated Quarterly Business Review Decks

Started by a clock, and works across Gmail, Google Sheets, Google Slides and HubSpot. It hands the judgement calls to OpenAI. 16 steps: a working afternoon to understand properly.

Medium Calls a model: OpenAI

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fqbr-auto-prep-ai-generated-quarterly-business-review-decks)

**16 steps** Medium: a working afternoon

**0** Branches: places the flow splits

**0** Loops or waits

**4** Services it connects to

## The flow

Starts it 1 Model 3 Logic 5 Service 7

The steps in the order they run, from what starts it.

- 1 **Monthly QBR Schedule** Schedule trigger *Starts it*
- 2 **OpenAI, Generate** Lm Chat Open Ai *Model*
- 3 **QBR Narrative Schema** Output Parser Structured *Model*
- 4 **Set Account Config** Code *Logic*
- 5 **Generate QBR Narrative** Agent *Model*
- 6 **Get HubSpot Account** Hubspot *Service*
- 7 **Create Google Slides** Google Slides *Service*
- 8 **Safe HubSpot Extract** Code *Logic*
- 9 **Log QBR Tracker** Google Sheets *Service*
- 10 **Get Usage Metrics** Http Request *Service*
- 11 **Email Account Manager** Gmail *Service*
- 12 **Get NPS Scores** Http Request *Service*
- 13 **Aggregate NPS** Code *Logic*
- 14 **Get Support Tickets** Http Request *Service*
- 15 **Aggregate Support** Code *Logic*
- 16 **Build QBR Context** Code *Logic*

## How it's built

- **Starts on:** A clock
- **Steps:** 16
- **Size:** Medium: a working afternoon
- **Connects to:** Gmail, Google Sheets, Google Slides, HubSpot
- **Model:** OpenAI

## Questions

What does it need to run?

An n8n account, plus your own Gmail, Google Sheets, Google Slides and HubSpot accounts, and a key for OpenAI. You connect your own accounts after importing it; none are included.

What starts it?

It starts on a clock.

Does it use AI?

Yes. It calls OpenAI. Model calls are billed by the provider, not by n8n.

How long does it take to set up?

Plan an afternoon. 16 steps is enough that you should read each one before running it.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 16 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fqbr-auto-prep-ai-generated-quarterly-business-review-decks)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Gmail](https://millionrounds.com/workflows?service=Gmail#library)[Google Sheets](https://millionrounds.com/workflows?service=Google+Sheets#library)[Google Slides](https://millionrounds.com/workflows?service=Google+Slides#library)[HubSpot](https://millionrounds.com/workflows?service=HubSpot#library)

## Workflows like it

Also crm, with the same services where possible, closest in size first.

- [**Analyze customer sales calls and update CRM with Whisper** 16 steps · calls a model · Email, Google Sheets](https://millionrounds.com/workflow/analyze-customer-sales-calls-and-update-crm-with-whisper)
- [**Analyze lost HubSpot deals and generate revival strategies** 16 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/analyze-lost-hubspot-deals-and-generate-revival-strategies)
- [**Find and add lookalike influencers to HubSpot with OpenAI** 16 steps · calls a model · HubSpot](https://millionrounds.com/workflow/find-and-add-lookalike-influencers-to-hubspot-with-openai)
- [**Forecast sales trends and weekly reports with Stripe** 16 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/forecast-sales-trends-and-weekly-reports-with-stripe)
- [**Generate sales deal follow-up actions from GoHighLevel** 16 steps · calls a model · Gmail, Google Sheets](https://millionrounds.com/workflow/generate-sales-deal-follow-up-actions-from-gohighlevel)
- [**Score Salesforce playbook compliance with Google Sheets** 16 steps · calls a model · Google Sheets, Salesforce](https://millionrounds.com/workflow/score-salesforce-playbook-compliance-with-google-sheets)