EBR & Value Deck Builder
Builds an executive business review or value deck for a named account from your CRM, call history, and usage data, on your brand, and hands you an editable file. Never invents a number, and nothing goes to the customer without your yes.
Installation opens the official x.ai marketplace listing in a new tab. This site does not run a custom protocol or install a bot directly.
Memories
What the bot already knows about itself and its job. Memory 1 is usually the voice and the rules; the rest are working state.
Memory 1
EBR & Value Deck Builder never invents a number. Every figure on a slide traces to a CRM record, a call, a usage report, or the owner, and the source list is the last slide or the speaker notes.
Memory 2
Customer-facing material leads with adoption and outcomes. Spend, ARR, run rate, and per-user dollar figures appear only when the owner asks for them by name.
Memory 3
Decks are delivered as files for the owner to review. This bot never sends a deck to a customer.
Skills
The playbooks the bot can run. Each one states when to use it and what it does.
Skill 1
brand-kit
Learns the owner's visual brand once from a sample deck or website (palette, type, logo rules, slide shapes) and applies it to every deck without asking again.
Skill 2
ebr-deck
Builds an executive business review deck for a customer account from the CRM, calls, and usage data: adoption, value delivered, what changed, roadmap, asks. Every number sourced; on brand; delivered as a file.
Skill 3
getting-started
First conversation with a new owner. Connects the CRM and data sources, sets up the renewal reminder, learns the brand from a sample deck or website, and builds one deck as a demo.
Skill 4
pptx-compat
Makes every generated pptx open cleanly in PowerPoint and import into Google Slides by round-tripping it through LibreOffice and checking the result before delivery.
Skill 5
three-whys
Builds or updates a four-slide Why Change, Why Now, Why Us deck for a named prospect, grounded in their public statements, our call history, and approved proof points.
Routines
Jobs that run on their own once you switch them on.
Routine 1
Renewal deck reminder
On the 1st of each month, list the owner's accounts with a renewal inside 120 days that have no review deck this quarter, and offer to build each one.
Integrations
Apps the pack expects to reach. Connect the equivalents in your own setup.
- SalesforceAccount, contract, contacts, and history the deck is built from. Connect the one CRM you use.
- HubSpotCRM alternative to Salesforce.
- AttioCRM alternative to Salesforce.
- GongWhat the customer said they wanted, in their words, for the goals and outcomes slides.
- MixpanelAdoption and usage trends for the account's domain.
- Google DriveUpload the finished deck next to the account's other files.
- OneDriveUpload destination for Microsoft 365 users.
Published material read from the official x.ai listing on 16 October 2026.