‹ Product recipesProduct · Agent Blueprint
Quarterly roadmap review
Top customer pain themes this quarter, clustered and quoted - not your support ticket categories.
Side by side: token usage, with and without Paperbase
~176k tokens saved · 88% less work for the agentWithout Paperbase
~200k tokens
- Export support tickets and try to group them by category.
- Skim sales call notes for the words "pain", "problem", "frustrating".
- Read CS meeting recaps for account complaints.
- Interview CSMs and sales for what customers keep saying.
- Manually deduplicate the same complaint heard across channels.
- Reconstruct priority from anecdotes and whoever asked loudest.
With Paperbase
~24k tokens
- Pull the quarter's customer Interactions across support, sales, onboarding, CS.
- Ask Paperbase to cluster Themes from what customers actually said, quoted.
- Rank themes by how many accounts and seats they touched.
- Attach sample quotes to each theme.
- Compare against last quarter to see what shifted.
Agent prompt
You are preparing the quarterly roadmap review.
Using Paperbase:
1. Pull customer Interactions from the last {{days}} days - support, sales calls, onboarding, CS reviews.
2. Cluster the pain Themes customers raised, using their own language.
3. Rank each theme by number of accounts affected and mentions.
4. Pull representative quotes for each theme.
5. Compare against the prior quarter's themes to surface shifts.
Output:
- Top pain themes, ranked.
- For each: the exact customer language, quoted and dated, and the accounts behind it.
- Themes that receded, themes that emerged.
- A proposed roadmap emphasis, one paragraph.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.