QBR Builder
Quarterly business review preparation
Assembles the quarterly business review from your systems of record. It opens with progress against the goals the customer set last time, because that's their question — decks that open with your feature releases lose the room. Adoption is shown honestly, including where it stalled, with a proposal attached to every weak area.
Add to your Oasis
Published by Oasis Platform · Free to add
Connects with
Connect these once. Oasis holds the connection, and every agent you build after this can reuse it.
SalesforceRequired
HubSpotRequired
PostHogRequired
Google SlidesRequired
Skills it ships with
How it runs
- Foundation
Claude Managed Agent
- Model
- Claude Sonnet 4.6
- Reasoning
- Medium effort
- Per run
- Up to 35 turns
- Memory
- Learns across runs
- Browsing
- Off
- Category
- Operations
- Customer Success
- Qbr
- Reporting
What happens when you add it
- 1
It lands in your Oasis
QBR Builder is created in your workspace with its instructions and settings already filled in.
- 2
You connect its apps
Sign in to Salesforce and HubSpot once and it has everything it needs.
- 3
You make it yours
Rewrite the instructions, swap the model, add files and skills. It is a starting point, not a lock-in.
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Assembles the same operational numbers on the same schedule, using the same definitions every period so the trend actually means something. Anything outside its normal range gets investigated one level down, so the digest says what moved and what drove it. When a source fails it says the metric is unavailable rather than silently omitting the line.
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Put QBR Builder to work today
Add it to your Oasis, connect its apps, and hand it the first task. Everything about it stays editable.