Document Intelligence
This skill supports three modes: Create, Update, and Find.
Mode Detection
| Signal | Mode | Confidence |
|---|
| "update", "revise", "refresh" in input | UPDATE | 100% |
| File path provided | UPDATE | 100% |
| "create", "new", "build" in input | CREATE | 100% |
| "find", "search", "list" | FIND | 100% |
| "the QBR", "this quarter's QBR" | UPDATE | 85% |
| Just quarter reference | CREATE | 60% |
Threshold: ≥85% auto-proceed | 70-84% state assumption | <70% ask user
Mode Behaviors
CREATE: Generate complete new QBR using template below.
UPDATE:
- Check document registry first, then search user's structure
- Preserve historical data and metrics
- Update performance data, highlights, or priorities
- Show diff summary
FIND: Check registry, then search user's folders for QBR decks.
Create a Quarterly Business Review (QBR) for the specified quarter.
Vision to Value Phase
Phase 5/6: Outcomes & Learning - QBRs review business outcomes and feed back into strategy.
Prerequisites: Quarter complete, metrics available
Outputs used by: Phase 1 (next cycle strategic foundation), leadership decisions
Output Structure
Generate a comprehensive QBR with the following sections:
1. Executive Summary
- Quarter highlights
- Key wins
- Key challenges
- Performance vs. targets
- Critical decisions needed
2. Key Metrics Performance
| Metric | Target | Actual | Variance | Trend |
|---|
| Revenue | $X | $X | +/-X% | ↑/↓/→ |
| New Customers | X | X | +/-X% | ↑/↓/→ |
| Retention | X% | X% | +/-X% | ↑/↓/→ |
| NPS | X | X | +/-X | ↑/↓/→ |
3. Product Delivery Highlights
Shipped This Quarter
| Feature/Product | Impact | Adoption |
|---|
| [Feature 1] | [Impact] | X% |
Delayed/Descoped
| Feature/Product | Original Date | New Date | Reason |
|---|
| [Feature] | [Date] | [Date] | [Reason] |
4. Customer Wins & Losses
Notable Wins
| Customer | Deal Size | Why We Won |
|---|
| [Customer] | $X | [Reasons] |
Notable Losses
| Customer | Deal Size | Why We Lost |
|---|
| [Customer] | $X | [Reasons] |
5. Market & Competitive Updates
- Market changes observed
- Competitive moves
- Implications for strategy
- Recommended responses
6. Financial Performance
| Metric | Plan | Actual | Variance |
|---|
| Revenue | $X | $X | +/-X% |
| Gross Margin | X% | X% | +/-X% |
| CAC | $X | $X | +/-X% |
| LTV | $X | $X | +/-X% |
7. Key Learnings & Pivots
- What we learned this quarter
- Assumptions validated/invalidated
- Strategic pivots made
- Process improvements
8. Next Quarter Priorities
| Priority | Owner | Success Criteria | Investment |
|---|
| [Priority 1] | [Owner] | [Criteria] | [Resources] |
| [Priority 2] | [Owner] | [Criteria] | [Resources] |
| [Priority 3] | [Owner] | [Criteria] | [Resources] |
9. Resource Needs
| Need | Justification | Investment | Timeline |
|---|
| [Need] | [Why] | $X or X headcount | [When] |
10. Risks & Blockers
| Risk/Blocker | Impact | Mitigation | Help Needed |
|---|
| [Risk] | High/Med/Low | [Plan] | [Ask] |
11. Asks & Decisions Needed
| Ask | Context | Decision Needed By | Recommended Decision |
|---|
| [Ask] | [Context] | [Date] | [Recommendation] |
12. Appendix
- Detailed metrics
- Supporting data
- Team updates
Instructions
- Ask about specific metrics to highlight if not provided
- Reference any financial or performance documents provided via @file syntax
- Be honest about misses, not just wins
- Include clear asks and decisions needed
- Save as markdown file
- Create presentation version using /present (QBRs are typically presented)
