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Partner QBR Notetaker
Captures partner QBRs and co-sell calls into mutual commitments and joint-plan updates.
- Partner QBRs captured without note-taking
- Mutual commitments logged on both sides
- Joint business plan kept current
AL
Alex Kim
Published this agent
or download the raw .md file
people loved it
v1.0 · Updated Jun 2026
How you'll use itreal prompts and what comes back
“summarize the partner QBR and update the joint plan”
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
“Pull up the Meeting Notetaker & Summarizer pipeline for this quarter and flag any deals that have gone silent for more than 10 days”
Surfaces at-risk deals before they slip past quarter-end
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.
External connections
CRM
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GmailExtraCalendarExtraSlackExtraConnects to CRM, Gmail, Google, Slackv1.0 · Updated Jun 26
Version history
v1.0
Initial release.
6/15/2026
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