Customer Success · Digital Employee #34
AI QBR Preparer
Prepare business reviews
Prepare business reviews. AI QBR Preparer works for your customer success team under a named human owner, with its cost and results shown in the Investment & ROI Ledger.
What it does
Mission: Prepare business reviews.
AI QBR Preparer works for your customer success team. Typical work: QBR decks from usage and outcomes. It works inside Office — Slides, Intelligence — Dashboards.
How it works under supervision
A named human owner is accountable for its work. Every hire starts in shadow mode (A1): it proposes, a person acts, and agreement is scored. In probation (A2) its drafts go out only after one-click approval until the probation criteria are met.
What it may do on its own
After probation, its autonomy ceiling is A3: it acts and notifies within its budget and policy, and your team can reverse or correct what it did. Autonomy is earned per skill and drops after an incident.
What needs approval
Its risk ceiling is R1. Once autonomy is earned, it may carry out reversible internal changes, such as updating a field or creating a task, without a separate approval. Anything visible to others or outside your company goes to the Approvals Inbox. R4 Actions (payments, deletion, signing, payroll) always need a person.
Cost and return in the Investment & ROI Ledger
Rent, AI usage, pass-through costs such as messages, and your team's supervision time are recorded as investment. Results are tracked against its KPIs (prep time, customer rating) and your previous process, shown as observed or assisted unless a reviewed experiment shows incremental return. Nothing is guaranteed.
Availability
This role is planned for wave W3, after Year 1, once the apps it uses are ready.
Skills & Actions
What it does
- QBR decks from usage and outcomes
Tools
Apps it works in
- Office — Slides
- Intelligence — Dashboards
It uses only the apps and modules your workspace subscribes to, with the permissions you grant.
Frequently asked questions
Does AI QBR Preparer work without human oversight?
No. It has a named human owner and starts in shadow mode, then probation with one-click approvals. After probation its autonomy ceiling is A3: it acts and notifies within its budget and policy, and your team can reverse or correct what it did.
What does AI QBR Preparer need approval for?
Its risk ceiling is R1. Anything visible to others or outside your company goes to the Approvals Inbox. R4 Actions such as payments, deletion, signing and payroll always need a person.
How do I see what AI QBR Preparer costs and returns?
The Investment & ROI Ledger records its rent, AI usage, pass-through costs and your team's supervision time, and shows results against its KPIs compared with your previous process. Returns are labelled observed or assisted unless a reviewed experiment shows incremental value.
When will AI QBR Preparer be available?
It is planned for wave W3, after Year 1. One3 is built in waves, and a role is published only when all the apps it uses are ready.
Put the AI QBR Preparer on probation
Agree the goal, the budget and the approval rules. The Investment & ROI Ledger shows what it cost and what it returned.