From 60 Minutes to 6: How We Automated Executive Briefing Prep Across 200 Sales Accounts with Backstory

Most customer success reps spend an hour or more pulling together an executive brief. Digging through emails, Slack threads, CRM notes, trying to piece together the full picture before a big call. Then they send it to a leader who may or may not read it, and the cycle repeats. In this session, Katie Stanforth walks through how Backstory's CS team rebuilt executive briefing prep from the ground up using AI, connected data sources, and a workflow that any team can replicate. The result: a polished, accurate brief in under six minutes, with the human in the loop at the review stage, not the research stage. You'll leave with a practical framework you can take back to your own team, and a clear picture of what it looks like when leaders design AI workflows for the people they manage.ICs spending 30% of their time managing agent output is a problem this audience already feels. The hook: that overhead isn't a training problem, it's a signal quality problem. Agents fail when the underlying data is incomplete. Walk through the specific checkpoints built to fix it : what triggers human review, what doesn't, and how that ratio shifts as data completeness improves. Real numbers, real workflow on stage.