Customer SupportIntermediate✓ Release process: run on a live n8n instance

QBRDeck: Auto-Built Quarterly Business Review Reports

QBRDeck: Auto-Built Quarterly Business Review Reports ships as a ready-to-import n8n automation package: load the bundled workflow JSON, connect the credentials listed on this page, and activate it on self-hosted n8n or n8n Cloud.

Turn your client ticket KPIs and billing sheet into AI-drafted Quarterly Business Review docs and emails every quarter — automatically, with zero copy-paste.

Pull ticket volume, resolution time, SLA breaches, and billing straight from your existing client tracking sheet
Compute quarter-over-quarter billing change and SLA breach rate automatically for every client
Draft an executive summary, risks, and recommendations per client with AI — no blank-page report writing
Generate a shareable Google Doc QBR report for every client, ready to send or present
Email each account manager a direct link to their client's finished report
Skip any client already reported on this quarter so nobody gets a duplicate QBR

Google SheetsGoogle DocsOpenAISMTP

n8n / workflow / quarterly-business-review-builderActual workflow — not a mockup

15 nodes · 14 connections · 1 trigger · 2 in-canvas notesExported from the workflow file you receive — scroll sideways to follow the full path.

One-time

$19

~10 min

setup time

Setup Service — optional live install and test. Choose your tier at checkout (not tied to this template's price).

Instant download after payment

Refund as per the Refund Policy for downloadable templates.

Email Support · 24h SLA

Lifetime updates

APIs required

Google SheetsGoogle DocsOpenAISMTP

Already purchased?

Download QBRDeck: Auto-Built Quarterly Business Review Reports

Paste the license key from your receipt. It must match this template.

How it works

Workflow summary

One workflow handles everything end-to-end.

1Runs once per quarter on a schedule
2Reads every client's ticket KPIs and billing figures from your Clients Google Sheet
3Computes billing change, SLA breach rate, and other quarter-over-quarter trends per client
4Skips any client that already received a report for this quarter
5AI drafts an executive summary, risks, and recommendations for each remaining client
6Creates a formatted Google Doc QBR report for each client
7Emails the account manager a link to the finished report
8Logs the sent report so the same client is never reported on twice in one quarter

Deliverables

What's included with your purchase

Every checkout includes the same practical package so you are never hunting for missing files mid-setup.

01Workflow JSON exports ready to import into your n8n workspace (self-hosted or n8n Cloud).
02Step-by-step guide that walks credential creation, node-by-node checks, and activation.
03Credential checklist for Google Sheets, Google Docs, OpenAI, SMTP. Email support@n8ntemplatestore.com if you get stuck — replies within 24 hours (SLA).
04Perpetual (lifetime) use license Your one-time purchase includes an ongoing right to use this template package on n8n instances you control for your own automation — not for resale or public redistribution of the files as a product. Terms & conditions.
05We keep the copyright Workflow JSON, guides, screenshots, and bundled assets stay our copyrighted works (or our licensors'). Payment grants the limited license in our Terms only — it does not transfer ownership.

Need a second opinion before buying? Compare the full catalog, browse more Customer Support templates, see how n8n compares to Zapier and Make, or read the support policies.

Setup

Three steps to a running n8n automation

Import the workflow into n8n

Paste your API keys into the credentials panel

Press ‘activate’ — you’ll get your first report tomorrow morning

Support

Need help setting up this n8n template?

Beginner-friendly guidance is included. Our support team will help you if you get stuck — email support@n8ntemplatestore.com or visit support.

Email support

Replies within 24 hours (SLA)

Contact

Setup Service4 tiers — your choice

Optional live session — we install, configure, and test on a screen share. Add Setup Serviceat checkout and pick any tier; pricing is not tied to this template's list price.

Book setup

FAQ

About this template

How long does it take to set up QBRDeck: Auto-Built Quarterly Business Review Reports?

Most people finish in minutes following the guide. If you’ve never used n8n before, budget an hour — the first workflow is always the slowest.

What if I get stuck?

Email support@n8ntemplatestore.com. Free basic support is included with every purchase, and you’ll get a reply from our team within 24 hours. If setup needs more than email, we can schedule a call.

Do I need to pay for Google Sheets?

API costs are separate and go directly to the provider — typically a few dollars a month at most for a solo business. Full breakdown is in the setup guide.

Can I customize the workflow?

Yes, completely. You own the .json — edit nodes, swap in your own prompts, re-wire the logic. Our support team can help you plan customizations over email.

What if it doesn’t work for me?

Refunds are issued only as described in our Refund Policy (https://n8ntemplatestore.com/refund-policy). Or add Setup Service at checkout for a live install and test session — pick any tier you prefer.