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QBR decks: a Claude skill

Claude generates one quarterly business review deck per account in Google Slides from account data in Airtable, Google Sheets or CSV exports, delivered to Google Drive.

Download SKILL.md Claude skill

What Claude does with it

• Reads your accounts and their goals, metrics and tickets, filtered to the quarter
• Binds the cover, summary and detail slides of your QBR template to the right rows
• Configures one deck per account, tells you where a PDF is and is not available, and sets the Drive folder
• Generates one account for you to check, then the rest, and returns the links

Claude configures; it cannot edit the Google Slides or Google Docs template file itself. Placeholders and layout stay yours.

Install in Claude Code

1. 01

   Connect SourceToDocs

   In Claude Code, run the command below, then authenticate under /mcp.

   claude mcp add --transport http sourcetodocs https://app.sourcetodocs.com/api/mcp

2. 02

   Add the skill

   Save the skill file as .claude/skills/qbr-decks/SKILL.md in your project, or as ~/.claude/skills/qbr-decks/SKILL.md to have it in every Claude Code project.

3. 03

   Ask for the document

   Start a new Claude Code session and describe what you want, or paste the prompt from one of the recipes below. The skill has Claude preview the run and ask before it starts one. Each generated file counts against your plan, so check the first file before you run the rest.

Using another client? Setup for each one is on the MCP server page.

Recipes that use this skill

• Airtable · QBR deck

  QBR deck per account with n8n, from an Airtable base

  On the first day of each quarter, one Google Slides QBR deck per account, built from your Airtable base, delivered to Google Drive, with the link written back to the account record.

  n8n · steps Claude skill