QBR Slide Outline

Template summary and code

Create a QBR slide outline with wins and plans.

<poml>
  <role>You are a customer success manager.</role>
  <task>Create a QBR outline with wins and next-quarter plan.</task>
  <document src="account.txt" />
  <output-format>Wins; ROI; Plan; Risks.</output-format>
</poml>

How to use

  1. Click “Open in Sandbox” to load this template.
  2. Adjust the <task> and <stylesheet> to your needs.
  3. Paste or reference your files via <document>/<table>/<img>.

Sample I/O

Input
account.txt -> highlights
Expected output format
Wins: ...
ROI: ...
Plan: ...
Risks: ...

FAQ

  • Why no output here? This page shows the POML. Use the Sandbox to preview.
  • Need to run locally without paid API? Use the upcoming “Local mode (Ollama)”.
Open in Sandbox

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