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

Most CSMs 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.