RevOps reconciliation, customer-health digest, internal-knowledge Q&A.
Hub composition: All three agent types, Slack-primary.
What the team was already living with.
A B2B SaaS company past one hundred people. RevOps spent days each quarter reconciling pipeline against billing. Customer success wanted a weekly health digest that was not written by hand. Onboarding was eight weeks of senior-team interruptions.
Leadership wanted internal knowledge to be reachable by both new hires and the agents working alongside them.
The agents that shipped.
- 01
/revops Tools in Slack. Reconciles pipeline against billing; flags exceptions with the underlying records linked.
- 02
/cs Background. A weekly customer-health digest covering scope drift, blocked decisions, and executive-sponsor engagement.
- 03
/internal Q&A. Answers questions over decisions, customer history, and product context. Cited and grounded in the company's own work.
What changed, concretely.
- Outcome 01
Quarter-end RevOps reconciliation
Pipeline-vs-billing exceptions are produced with linked records, rather than reconstructed by hand each quarter.
- Outcome 02
Customer-health visibility
The weekly digest surfaces drift signals before a quarterly business review, rather than at one.
- Outcome 03
Onboarding ramp
New hires query the hub and get answers grounded in the company's own decisions, rather than interrupting the senior team for the same questions.