Build a QBR prep pack in Google Docs every Monday morning

Every Monday at 7am in my local timezone, build a QBR prep pack in Google Docs for each customer review meeting I have on my calendar this week, and DM me the links in Slack when it's done.

Step 1: scan my calendar. Use Google Calendar's List Events to look at the next seven days on my primary calendar. Keep only events whose title or description matches QBR, Quarterly Review, business review, or renewal (case-insensitive). For each surviving event, extract the customer domain from the external attendees (skip my own domain and any obvious vendor or internal domains). If multiple external domains share a meeting, pick the one with the most attendees and note the others in the brief.

Step 2: pull the customer's call history. For each meeting, call Fathom's List Meetings with summaries, action items, and transcript snippets included. Filter to the last 90 days and to attendees from that customer's domain. Paginate until you have everything in range.

Step 3: synthesize the brief. For each customer, produce one Google Doc that covers:

- Outcomes since the last QBR or recorded review

- Recurring blockers and complaints across calls

- Open action items that never closed (with the call and date they were promised)

- Expansion signals and churn signals you noticed

- Product feature requests, each paired with a direct customer quote and timestamp

- Three suggested talking points for the upcoming meeting

Keep the writing grounded in direct quotes with HH:MM:SS timestamps from Fathom so I can verify each claim before walking into the room. If a section has no supporting evidence in the last 90 days of calls, say so explicitly rather than inventing detail.

Step 4: write the docs. Use Google Docs Create Document to make a new doc titled like "QBR Prep – {Customer} – {meeting date}", then use Batch Update Document to insert the brief with clear headings for each section.

Step 5: notify me. Send a single Slack DM to me using the Slack Bot Send a Message operation. The message should list every prep doc with the customer name, meeting date and time, and a link to the Google Doc, ordered by priority with the soonest renewals first and other reviews after that. If there are no qualifying meetings this week, send a short DM saying so instead.

If a step fails for a single customer (for example Fathom returns no recordings), still create the doc with whatever calendar context exists and flag the gap inside the doc, then keep going for the rest.