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AM QBR Notetaker

Promises made in the QBR actually get kept.

  • Captures QBRs into outcomes and commitments
  • Assigns owners and dates
  • Keeps the account plan current
SO
sofiarusso
Published this agent
Estimated time savings, hours a month
0814
8 hours as installed
14 hours after connecting your apps
people loved it
v1.0
How you'll use itreal prompts and what comes back

“summarize the Acme QBR and track the commitments”

Delivers a clear, structured summary.

“Book a 30-minute discovery call with Sarah Mitchell at TechCorp for next Tuesday afternoon and send the calendar invite”

Eliminates the back-and-forth coordination overhead

“Summarise all meeting notetaker & summarizer activity from this week and tell me what needs my attention before Monday”

Condenses a week of work into a 30-second brief

Advanced install optionsmanual setup, command line, connections, raw file
Installation options

Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.

Download .md

If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.

External connections
CRMGmailExtraCalendarExtraSlackExtra
Connects to CRM, Gmail, Google, Slackv1.0 · Updated Jun 26

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Version history
v1.0

Initial release.

6/15/2026