> ## Documentation Index
> Fetch the complete documentation index at: https://developers.scrunch.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Auto-Build a QBR Deck

> Turn a brand's presence, position, sentiment, and citation metrics into a formatted quarterly business review deck in Google Slides or PowerPoint.

Building a QBR deck usually means pulling numbers into a doc, then rebuilding them as slides by hand. This workflow skips the middle step: Claude pulls the quarter's metrics from Scrunch and writes the deck directly, slide by slide, in the presentation tool you already use.

<Info>
  **Tools used in this workflow**

  | Tool                                | Required?             | Used for                                                   |
  | ----------------------------------- | --------------------- | ---------------------------------------------------------- |
  | Scrunch MCP                         | Required              | Quarterly presence, position, sentiment, and citation data |
  | Google Slides MCP or PowerPoint MCP | Required (choose one) | Creating the deck                                          |
</Info>

***

<Tabs>
  <Tab title="Google Slides">
    Replace the bracketed values, then paste the whole thing into Claude.

    ```text theme={null}
    For [brand name] in Scrunch, build a QBR deck in Google Slides covering [start date] to [end date].

    Step 1 — Pull the quarter's data:
    - Presence metrics for the period, plus the prior period for comparison
    - Position metrics for the period
    - Sentiment breakdown for the period
    - Citation metrics broken down by owner (brand, competitor, third-party)
    - Share of voice vs. all tracked competitors (see the Competitor Share of Voice workflow if you want the full displacement analysis first)

    Step 2 — Build the deck:
    Create a new Google Slides presentation named "[brand name] QBR — [quarter/year]" with these slides:
    1. Title slide: brand name, quarter, "AI Visibility Quarterly Review"
    2. Executive summary: 3-4 bullet points on the quarter's biggest movements (up or down)
    3. Presence trend: this quarter's presence rate vs. last quarter, with the percentage change
    4. Position breakdown: how often we appear top/middle/bottom, with a short interpretation
    5. Sentiment: positive/mixed/negative split, and whether it shifted from last quarter
    6. Citation ownership: brand vs. competitor vs. third-party share, as a simple breakdown
    7. Competitive standing: our share-of-voice rank vs. tracked competitors
    8. Recommended focus for next quarter: 2-3 specific, prioritized actions based on the weakest number above

    Use large, readable numbers on each metric slide — this is a review deck, not a written report. One key number and one supporting line per slide where possible.

    Step 3 — Confirm and share:
    Once built, give me the link to the deck so I can review it before the meeting.
    ```

    **What you get:** A shareable Google Slides deck with every quarterly number already placed on its own slide, an executive summary up front, and a next-quarter action slide at the end — ready to present with light editing, not built from a blank deck.
  </Tab>

  <Tab title="PowerPoint">
    Replace the bracketed values, then paste the whole thing into Claude.

    ```text theme={null}
    For [brand name] in Scrunch, build a QBR deck in PowerPoint covering [start date] to [end date].

    Step 1 — Pull the quarter's data:
    - Presence metrics for the period, plus the prior period for comparison
    - Position metrics for the period
    - Sentiment breakdown for the period
    - Citation metrics broken down by owner (brand, competitor, third-party)
    - Share of voice vs. all tracked competitors (see the Competitor Share of Voice workflow if you want the full displacement analysis first)

    Step 2 — Build the deck:
    Create a new PowerPoint presentation named "[brand name] QBR — [quarter/year]" with these slides:
    1. Title slide: brand name, quarter, "AI Visibility Quarterly Review"
    2. Executive summary: 3-4 bullet points on the quarter's biggest movements (up or down)
    3. Presence trend: this quarter's presence rate vs. last quarter, with the percentage change
    4. Position breakdown: how often we appear top/middle/bottom, with a short interpretation
    5. Sentiment: positive/mixed/negative split, and whether it shifted from last quarter
    6. Citation ownership: brand vs. competitor vs. third-party share, as a simple breakdown
    7. Competitive standing: our share-of-voice rank vs. tracked competitors
    8. Recommended focus for next quarter: 2-3 specific, prioritized actions based on the weakest number above

    Use large, readable numbers on each metric slide — this is a review deck, not a written report. One key number and one supporting line per slide where possible.

    Step 3 — Confirm and save:
    Once built, confirm the file name and location so I can find it before the meeting.
    ```

    **What you get:** A PowerPoint deck with every quarterly number already placed on its own slide, an executive summary up front, and a next-quarter action slide at the end — ready to present with light editing, not built from a blank deck.
  </Tab>
</Tabs>

***

## Tips

<AccordionGroup>
  <Accordion title="Feeding this from the Explorer instead">
    If you'd rather present live, interactive charts instead of static slide images, build an Executive Explorer Dashboard first and drop its link into the deck's appendix — stakeholders who want to dig into a specific metric can click through instead of asking follow-up questions mid-meeting.
  </Accordion>

  <Accordion title="Running this for multiple brands">
    If you manage several client brands, run Step 1 once per brand and ask Claude to hold each brand's numbers in memory before moving to Step 2 — then build all the decks in the same conversation rather than starting over each time.
  </Accordion>

  <Accordion title="What to do when a metric is flat">
    Not every quarter has a dramatic story. If presence, position, and sentiment are all roughly flat, say so directly in the executive summary rather than manufacturing urgency — "stable performance, no action needed" is a legitimate and often reassuring slide.
  </Accordion>

  <Accordion title="Keeping the deck current between quarters">
    Duplicate the deck at the start of the next quarter and ask Claude to replace only the metric slides (3-7) with fresh data, keeping the same structure. This keeps the deck format consistent for stakeholders who see it every quarter.
  </Accordion>
</AccordionGroup>

***

<CardGroup cols={2}>
  <Card title="Executive Explorer Dashboard" icon="gauge-high" href="/mcp/workflows/executive-explorer-dashboard">
    Build a live, clickable companion dashboard to link from the deck's appendix.
  </Card>

  <Card title="Monthly Client Report, Built Automatically" icon="file-lines" href="/mcp/workflows/monthly-client-report">
    For a written report between QBRs, use this instead — same data, different format.
  </Card>
</CardGroup>
