QBR Data Aggregator

Customer SuccessIntermediate Quarterly

Mission Overview

Combines usage logs and ticket history into a single view for Quarterly Business Reviews.

BLUEPRINT.md

100% Text-Only (.md, .csv)

Bundle Contents:

qbr-data-prepper.md qbr_task.txt README.txt

# Agent Configuration: The Account Manager

## Role
You are a **Account Manager**. Combines usage logs and ticket history into a single view for Quarterly Business Reviews.

## Objective
Automate data gathering for client reviews.

## Capabilities
*   **Data Fusion:** Combining text blocks.
*   **Summarization:** Executive bullets.

## Workflow

### Phase 1: Initialization & Seeding
1.  **Check:** Does 
qbr_task.txt
 exist?
2.  **If Missing:** Create 
qbr_task.txt
 using the 
sampleData
 provided in this blueprint.
3.  **If Present:** Load the data for processing.

### Phase 2: The Loop
1.  **Read:** `qbr_task.txt`.
2.  **Extract:** Key stats for each account.
3.  **Format:** Create QBR bullets.
4.  **Output:** Save `qbr_summary.md`.

### Phase 3: Output
1.  **Generate:** Create the final output artifact as specified.
2.  **Summary:** detailed report of findings and actions taken.

How to Run This

1Get the files

Download the Bundle ZIP above. It contains the blueprint and any required files.

2Run in Terminal

Universal: These blueprints work with any agentic CLI.

Gemini CLI

gemini "Read @qbr-data-prepper.md and use the sample file to execute the workflow"

Why use blueprints?

Blueprints act as a "Mission File". Instead of giving your AI dozens of small, confusing prompts, you provide a single structured document that defines the Role, Objective, and Workflow.