Quarterly QBR decks in Gamma from HubSpot, emailed to the owner

Build me an agent workflow that runs on a cron schedule on the first business day of every calendar quarter (use my local time zone) and auto-generates a Quarterly Business Review deck for each of my top HubSpot accounts, then emails the deck link to the deal owner before their customer meeting.

Trigger: cron, first business day of each quarter (January, April, July, October), in my local time zone, around 7am.

Step 1. Identify top accounts in HubSpot. Use HubSpot's List Deals to pull closed-won deals from the quarter just ended, plus open deals attributed to those same accounts. Use Get Deal for any extra properties needed (amount, close date, pipeline stage, associated company). Roll up by company, then apply judgement on which accounts qualify as a top account: total recognized revenue across closed-won deals above a threshold I set (default: $25,000 in the last quarter, or $100,000 lifetime), OR the customer has more than one deal in HubSpot. Do not blast a deck for every record. Cap the run at the top 25 accounts per quarter and prefer accounts with a renewal or expansion opportunity in the next 90 days.

Step 2. Gather context for each qualifying account. For each company, call HubSpot's Get Company to pull industry, size, owner, and any custom health or segment properties. Use List Contacts (filtered to that company) to get the main customer-side contacts, especially the economic buyer and primary champion. Use Get Owner to resolve the HubSpot deal owner's name and email.

Step 3. Draft a QBR narrative per account. Write a structured outline covering: a one-line account summary, renewal health (deal stages, recent activity, risk signals), expansion opportunities (open pipeline, cross-sell or upsell signals from deal properties), key wins from last quarter (closed-won deals and amounts), support themes if there are any signals in the data, and three concrete asks for next quarter. Keep it grounded in real HubSpot data, never fabricate metrics.

Step 4. Generate the deck. Feed the narrative to Gamma's Generate a Gamma operation with format set to presentation and a corporate theme (let me configure the exact themeId; if I have not set one, use Gamma's default professional theme). Title the deck "<Account Name> QBR — <Quarter> <Year>". Wait for the generation to finish and capture the shareable deck URL.

Step 5. Email the deck. Use Gmail's Send a Message to email the HubSpot deal owner (resolved in step 2). Subject: "<Quarter> <Year> QBR draft for <Account Name>". Body: a short, friendly note with the deck link, a one-paragraph summary of the account's quarter, and three bullet points on what to highlight on the call (the strongest win, the biggest expansion opportunity, the most important ask). Sign it from the internal team.

Other requirements: process accounts sequentially so we do not exhaust Gamma credits or hit HubSpot rate limits. If Gamma generation fails for an account, skip it and continue with the rest, then summarize any failures in a final run log. Never email the customer directly; the deck always goes to the internal owner first so they can review and personalize before the QBR meeting.

Additional information

What does this prompt do?

Picks out your top HubSpot accounts at the start of each quarter using a revenue threshold and a multi-deal rule, so reps only get decks for customers that matter.
Pulls the prior quarter's closed-won deals plus current open pipeline for each account, along with the company profile and key contacts, to build a real narrative.
Drafts a QBR storyline covering renewal health, expansion opportunities, key wins, support themes, and asks for next quarter, then generates a polished Gamma presentation.
Emails the deck link to the HubSpot deal owner through Gmail with a short note recommending exactly what to highlight on the call.

What do I need to use this?

A HubSpot account with access to your deals, companies, contacts, and owners.
A Gamma Pro, Ultra, Teams, or Business plan so Geni can generate presentations on your behalf.
A Gmail inbox Geni can send from so the deal owner receives the deck link.
Your own working definitions of a top account, for example a minimum revenue threshold and whether the customer has more than one deal.

How can I customize it?

Change the schedule (for example, first Monday of the quarter, or a week before each quarterly business review cycle).
Tune the top-account rule by raising or lowering the revenue threshold, adding a tier or segment property, or requiring a renewal in the next 90 days.
Adjust the QBR narrative sections, the Gamma theme, or the tone of the email note that goes to the deal owner.

Frequently asked questions

Will this email a QBR deck for every single HubSpot customer?

No. Geni applies the rules you give it (for example, a revenue threshold or a multi-deal requirement) and only builds decks for accounts that qualify, so reps are not flooded with low-value decks.

Who receives the email with the QBR deck?

The deal owner listed on the HubSpot account. You can change this to the customer success manager, a shared team alias, or a specific person if you prefer.

Can I change the look of the Gamma presentation?

Yes. You can pick a corporate theme from your Gamma workspace, adjust the slide structure (for example, more on expansion and less on support), and tweak the tone of the narrative.

What if a top account has no closed-won deals last quarter?

Geni still builds a deck if the account qualifies under your other rules, and the narrative leans on the open pipeline, recent activity, and company context instead of last quarter's wins.

Does the customer get the deck directly?

No. The deck link goes to the internal deal owner so they can review and personalize it before sharing with the customer on the QBR call.