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QBR prep, escalation calls
What did we promise this customer that never shipped? Every commitment made to an account, with delivery status - the exact thing the CSM gets asked on the QBR call.
Side by side: token usage, with and without Paperbase
~109k tokens saved · 78% less work for the agentWithout Paperbase
~140k tokens
- Search email and Slack for promises made to the account.
- Skim meeting notes from the last six months.
- Ask internal teams what they committed to and whether it shipped.
- Reconstruct the promise list from memory and fragments.
- Get ambushed by the one promise nobody tracked.
With Paperbase
~31k tokens
- Pull every Commitment made to the account, across all channels.
- Ask Paperbase for delivery status on each: shipped, in progress, or never started.
- Attach provenance: who promised, when, and on what call.
- Rank the unfulfilled promises by age and customer impact.
Agent prompt
You are preparing for a QBR or escalation call with {{account_name}}.
Using Paperbase:
1. Pull every Commitment where {{account_name}} is on the receiving side.
2. For each, return delivery status: shipped, in progress, or not started.
3. Attach provenance: who promised it, when, and in which interaction.
4. Pull open escalations and any recent sentiment movement.
Output:
- Every commitment we owe, with owner, due date, and status.
- Unfulfilled promises, ranked by age and likely customer impact.
- What to own on the call before the customer raises it.Placeholders in {double_braces} are inputs the agent will ask for at runtime. Give the prompt to any agent connected to Paperbase, and the rest grounds in your own memory graph.