Quarterly Business Review Generator

AI-generated QBRs from your Pipedrive data.

Quarterly AI-generated executive business review from your Pipedrive pipeline. 3-agent system (Assembler, Analyst, Formatter) pre-aggregates deal data, generates a 7-section QBR document with strategic recommendations, and delivers to Notion with Slack notification. Single Opus call on pre-aggregated data — $0.155/run.

triggerQuarterly01AssemblerPipedrive API02Analyst7-Section QBR03FormatterNotion BlocksNotionQBR PageSlackNotification

Three Agents. One Quarterly Run. Executive QBR Document.

Assembler

Step 1 — Assembler

HTTP + Code

Quarterly scheduled trigger pulls deal data from Pipedrive: all deals closed in the lookback period, open pipeline, activity history, and rep assignments. Pre-aggregates metrics — win rate, average deal size, stage velocity, pipeline coverage — into a structured data package. All computation happens before the LLM call, minimizing token cost.

Analyst

Step 2 — Analyst

Tier 1 Reasoning

Single Opus 4.6 call receives the pre-aggregated data and generates a 7-section QBR: Executive Summary, Pipeline Health, Win/Loss Analysis, Deal Velocity, Rep Performance, Risk Factors, and Strategic Recommendations. Each section includes period-over-period comparisons, evidence citations from the data, and specific action items. Not a dashboard summary — a reasoned document that explains why and recommends what to do.

Formatter

Step 3 — Formatter

HTTP

Converts the Analyst output into Notion block format and creates a new page in your configured Notion database. Each QBR section becomes a structured Notion heading + content block. Sends a Slack notification with the Notion link and a one-line summary of the top strategic recommendation.

What It Does NOT Do

×

Does not provide real-time dashboards — generates a point-in-time executive document

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Does not forecast future pipeline — for forward-looking forecasts see RevOps Forecast Intelligence Agent

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Does not update or modify Pipedrive data — read-only CRM access

×

Does not work with HubSpot, Salesforce, or other CRMs — Pipedrive only

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Does not send the QBR by email — delivers to Notion with Slack notification

The Complete Customer Success Bundle

9 files — workflow JSON, system prompt, configuration guides, and complete documentation.

quarterly_business_review_generator_v1_0_0.json — The 20-node n8n workflow
README.md — 10-minute setup guide with Pipedrive, Notion, and Slack configuration
system_prompt_analyst.txt — Analyst system prompt (7-section QBR framework, evidence-based reasoning)
lookback_config_guide.md — Lookback period and pipeline filter configuration
notion_setup_guide.md — Notion internal integration and database setup
slack_setup_guide.md — Slack Bot Token setup with chat:write scope
itp_results.md — ITP test results — 8/8 tests, 14/14 milestones
blueprint_dependency_matrix.md — Prerequisites and cost estimates
CHANGELOG.md — Version history

Tested. Measured. Documented.

Every metric is ITP-measured. The Quarterly Business Review Generator pre-aggregates your Pipedrive data and produces a 7-section executive QBR with strategic recommendations at $0.155/run — the lowest cost-per-run in the catalog.

Workflow Nodes

20 n8n nodes

Blueprint Quality Standard

BQS v2 — 12/12 PASS

Agent Architecture

3 (Assembler, Analyst, Formatter)

Bundle Contents

workflow JSON + documentation

Cost per Run

$0.155/run average

ITP Milestones

14/14 PASS (8/8 tests)

n8n Compatibility

v2.7.5

Quarterly Business Review Generator v1.0.0 — Technical Reference━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━Architecture: 20 n8n nodes, 3 agents (Assembler → Analyst → Formatter)Trigger:      Quarterly schedule (configurable)Input:        Pipedrive API — deals, activities, pipeline dataIntelligence: Opus 4.6 — single call on pre-aggregated data, 7-section QBROutput:       Notion page (structured QBR) + Slack notificationCost:         $0.155/run (ITP-measured average)ITP:          8/8 tests, 14/14 milestones PASSBQS:          12/12 PASSTool A:       Pipedrive (input — deals, activities, pipeline metrics)Tool B:       Notion (output — structured QBR page) + Slack (notification)Intelligence: Pre-aggregated data analysis + strategic recommendation generationCost Value:   0.155

What You'll Need

Platform

n8n 2.11.2+

Est. Monthly API Cost

<$1/month (quarterly cadence)

Credentials Required

  • ▪Anthropic API
  • ▪Pipedrive API
  • ▪Notion Internal Integration
  • ▪Slack Bot Token

Services

  • ▪Pipedrive (any plan)
  • ▪Notion workspace
  • ▪Slack workspace

Setup Track

Quick Start

~15 min

All credentials live, n8n running

Full Setup

1–2 hrs

Needs API config + tables

From Scratch

2–4 hrs

No n8n, no credentials

Quarterly Business Review Generator v1.0.0

$299

one-time purchase

What you get:

  • ✓Production-ready 20-node n8n workflow — import and deploy
  • ✓Quarterly automated QBR generation from your Pipedrive pipeline data
  • ✓7-section executive document: Executive Summary, Pipeline Health, Win/Loss Analysis, Deal Velocity, Rep Performance, Risk Factors, Strategic Recommendations
  • ✓Single Opus call on pre-aggregated data — lowest cost-per-run in the catalog ($0.155)
  • ✓Notion delivery with structured headings and content blocks
  • ✓Slack notification with top strategic recommendation
  • ✓Configurable lookback period (default: 90 days)
  • ✓ITP test results with 8/8 tests and 14/14 milestones
  • ✓All sales final after download

Frequently Asked Questions

How does it differ from RevOps Forecast Intelligence Agent?+

Distinct products with different cadences and outputs. RFIA runs weekly against HubSpot, generating a forward-looking pipeline forecast with coverage ratios and 3-scenario projections. QBR runs quarterly against Pipedrive, generating a retrospective executive review with win/loss analysis, rep performance benchmarking, and strategic recommendations. Different CRMs, different cadences, different outputs.

Why is the cost so low at $0.155/run?+

Single LLM call architecture. The Assembler pre-aggregates all Pipedrive data into structured metrics before the Analyst runs — win rates, deal sizes, stage velocities, coverage ratios are all computed in code. The Analyst receives a compact data package, not raw API responses. One Opus call generates all 7 sections.

What does the 7-section QBR include?+

Executive Summary (key metrics, trends, headline insight), Pipeline Health (open value, coverage, stage distribution), Win/Loss Analysis (rates, themes, loss reasons), Deal Velocity (days-to-close by stage, bottlenecks), Rep Performance (per-rep metrics with benchmarking), Risk Factors (at-risk deals, concentration, seasonal), Strategic Recommendations (AI-reasoned action items with evidence).

Can I change the lookback period?+

Yes — the lookback period is configurable in the workflow. Default is 90 days (one quarter). You can set it to 30, 60, 180, or 365 days for monthly, bi-monthly, semi-annual, or annual reviews.

Can I use HubSpot instead of Pipedrive?+

This version is built for Pipedrive. The Assembler uses Pipedrive-specific API endpoints. The Analyst and Formatter are CRM-agnostic — only the Assembler would need rebuilding for HubSpot. For HubSpot weekly forecasting, see RevOps Forecast Intelligence Agent.

Is there a refund policy?+

All sales are final after download. Review the Blueprint Dependency Matrix and prerequisites before purchase. Questions? Contact support@forgeworkflows.com before buying. Full terms at forgeworkflows.com/legal.

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