AI QBR Report Agent

How Cassidy automates QBRs using AI

Step 1: Trigger on QBR schedule or request

The Workflow activates automatically on a recurring quarterly cadence or when a team member initiates a QBR build for a specific client account.

Step 2: Ingest client profile and goals

Cassidy pulls the client's account structure, target KPIs (MER, ROAS, CAC, LTV), budget parameters, and channel mix from your Knowledge Base to establish the QBR framework.

Step 3: Aggregate and normalize performance data

Cassidy connects to GA4, ad platforms, CRM, and eCommerce sources, then harmonizes metrics across inconsistent taxonomies, currencies, and time zones into blended KPI models.

Step 4: Analyze performance and generate insights

Using agentic reasoning, Cassidy computes goal vs. actual scorecards, runs QoQ/YoY comparisons, flags anomalies, and writes executive-ready narratives explaining what happened and why it matters.

Step 5: Build recommendations and roadmap

Cassidy auto-generates Keep/Stop/Start frameworks, proposes budget reallocations, and drafts next-quarter OKRs with experiment hypotheses and success criteria.

Step 6: Assemble and deliver the QBR deck

Cassidy renders branded slides—executive summary, KPI scorecards, attribution views, forecast projections, and methodology appendix—then exports to PDF or scheduled delivery with Human-in-the-Loop approval before client send.