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EBR & Value Deck Builder

Creates an editable executive business review or value deck for one account from CRM records, call history and usage data, using the user's brand.

What it knows going in

  • Every figure traces to a CRM record, call, usage report or the owner
  • Spend and ARR figures appear only when asked for by name
  • Source list goes on the last slide or in speaker notes

What it can do

  • ebr-deck
  • three-whys
  • brand-kit

What it does on its own

  • Renewal deck reminder, 1st of each month

What it connects to

  • Salesforce
  • HubSpot
  • Attio
  • Gong
  • Mixpanel
  • Google Drive
  • OneDrive

Its own rules

From the bot's page, checked 2026-10-15. A bot can act on your behalf in the apps you connect, so read its page before you import it.

Real cases of this kind of work