Merchant QBR AutoPilot Microsoft 365 Copilot Agent

Merchant QBR AutoPilot

Generate executive-ready Quarterly Business Review scorecards for any merchant — directly inside Microsoft 365 Copilot and Teams. In minutes, not hours.

Get Started IT Admin Guide

Who It Is For

Built for account managers and merchant success teams

Merchant QBR AutoPilot is designed for teams that run recurring business reviews and need consistent, professional scorecard output without manual data prep.

  • Merchant account managers
  • Customer success managers
  • Partner managers
  • Business operations and reporting teams

What It Does

Turns merchant data into a QBR-ready scorecard in one conversation

Instead of pulling data from multiple sources and building slides by hand, the agent accepts sample or uploaded CSV data and returns a structured scorecard with an executive summary and a downloadable PowerPoint deck.

  • Structured scorecard with key metrics and trend highlights
  • Draft executive summary ready for stakeholder review
  • Downloadable PPTX artifact for direct use in presentations
  • Consistent output quality across every account team

Sample data, no setup required

Start immediately using preloaded sample merchants. No data connection or CSV upload needed to see the full scorecard output and workflow.

CSV-driven custom scorecards

Upload your own merchant data using the published CSV schema to generate scorecards from real performance inputs. The agent validates the input and returns explicit errors for missing or malformed fields.

Presentation-ready PPTX output

Every scorecard generates a branded PowerPoint deck with a time-limited download link — ready to share with stakeholders or use directly in QBR meetings.

How It Works

A simple Copilot flow from data to deck

1. List available merchants Ask the agent to show sample merchants, or provide your own via CSV upload.
2. Select a merchant and period Name the merchant you want. The agent confirms and prepares the scorecard inputs.
3. Review the scorecard The agent returns key metrics, trend highlights, an executive summary, and recommended actions.
4. Download the deck A branded PowerPoint file is generated and available via a time-limited download link.

Scorecard Metrics

What the scorecard covers

  • Authorization rate and trend
  • Top decline reason
  • Chargeback risk level
  • Loyalty spend lift
  • Interchange downgrade exposure
  • AEO visibility score
  • Monthly volume
  • Prioritized recommended actions

Custom data fields supported via CSV upload.

Installation

Requires IT admin approval — takes minutes

Like all Microsoft 365 Copilot agents from third-party publishers, Merchant QBR AutoPilot requires approval from your IT admin before it can be added. This is standard M365 tenant policy.

Here's the fastest path:

  1. Find the app on the Microsoft Teams store or Marketplace and click Request approval.
  2. Forward the IT admin guide to your IT team.
  3. Your admin approves it at M365 Admin Center → Agents → All agents → Requests.
IT Admin Approval Guide

Permissions requested

  • User identity — to personalize responses
  • Message team members — to send response cards in Teams
  • Backend API access — read-only access to merchant scorecard data

No Microsoft Graph write permissions. The agent cannot read your email, calendar, or files. No user data is stored outside Microsoft's Azure infrastructure.

FAQ

Common questions

Is this app free?

Yes. Merchant QBR AutoPilot is free to use. No subscription or purchase required.

Do I need a separate account?

No. Users authenticate with their existing Microsoft 365 work account. No sign-up required.

Can I use my own merchant data?

Yes. Upload a CSV following the published schema and the agent generates a scorecard from your data. Sample merchants are also available for immediate use without any upload.

Where is data processed and stored?

All processing happens in IntelliThing's Azure-hosted backend. No user data is stored or transmitted outside of Microsoft's Azure infrastructure. Generated files are stored in Azure Blob Storage with time-limited download links.

What Microsoft 365 plan do I need?

The app requires a Microsoft 365 plan that includes access to Microsoft 365 Copilot and Teams.