Monthly customer research insights deck in Google Slides

By General Input

On the first business day of each month, turn the last 30 days of customer interviews from Granola into a themed Google Slides insights deck and share it in Slack.

Integrations

  • Granola
  • Google Slides
  • Slack Bot

Type

Agentic Task

Categories

  • Product
  • Marketing

Build me an agent workflow that runs on a cron, on the first business day of every month at 9am in my local timezone, and produces a synthesized customer research insights deck in Google Slides from my Granola interview notes over the previous 30 days.

Step 1: Pull the candidate meetings. Call Granola List Notes with a date range covering the last 30 days. Page through results until done. Filter the list down to customer or user research interviews only. The agent should accept a configurable filter, defaulting to either a title prefix match (for example titles that start with "User Interview", "Customer Call", "Research Call", or "Discovery") OR an external attendee domain match against a list of customer domains I provide. If neither config is set, ask me once during setup.

Step 2: Guardrail. If fewer than three qualifying interviews are found, skip the deck entirely and post a short note in my Slack research channel via Slack Bot Send a Message: something like "Only N customer interviews in the last 30 days, skipping this month's insights deck." Then end the run.

Step 3: For each qualifying meeting, call Granola Get Note with include=transcript to pull the summary, attendees, and full transcript.

Step 4: Cluster the findings across all interviews into 4 to 6 recurring themes. Good default buckets: top feature requests, common objections or pushback, surprising or quotable customer moments, and churn or risk signals. For each theme, capture: a short theme name, the number of meetings it showed up in, three bullet takeaways in plain language, and one verbatim pull quote with the customer's first name or company (whichever I have).

Step 5: Build the deck in Google Slides. Use Create a Presentation to spin up a new deck titled "Customer Insights, [Month Year]" (for example "Customer Insights, June 2026"). Then use batchUpdate with CreateSlide and InsertText to add: (a) a title slide with the month, the date range, and the number of interviews synthesized, (b) one slide per theme with the theme name as the title, the meeting count as a subtitle (e.g. "Heard in 7 of 12 interviews"), the three bullet takeaways as a bulleted list, and the pull quote in a styled text box below, and (c) a final "Top 3 actions for the product team" slide with three concrete, opinionated recommendations the agent infers from the themes.

Step 6: Post the deck link to my Slack research channel using Slack Bot Send a Message. The message should be a two-sentence TL;DR that names the biggest theme and the top recommended action, followed by the Google Slides link. Keep it tight, no walls of text.

Things to ask me once during setup and remember: my Slack research channel name, my preferred filter (title prefix vs. customer email domains), my timezone, and whether I want pull quotes anonymized or attributed. Default the cron to first business day of month at 9am, but let me change it.

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