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Shortlist software for your team

Five tools that meet your must-haves, with team price, ratings, top complaints and demo questions.

  • You start it: When you start it
Use in CuiarRun from your AI agent

What it does

The task

Find software for need for a team of team size. Search G2, Capterra and Reddit, and list at least 12 tools. Remove each tool that misses one of these must-haves: must haves. For each remaining tool, record the price for the team, the G2 rating, the number of reviews, the top 3 complaints and the integrations. Put the tools in a new Google Sheet with a score from 1 to 10, and write a shortlist of 5 with a reason for each. Add 3 questions to ask each vendor in a demo.

  • It works in G2, Capterra, Reddit and Google Sheets, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • It runs once, when you start it.

What you give it

BlankWhat to giveExample
needThe job the software must doProject management for a marketing agency
team sizeThe number of people who will use it14 people
must havesFeatures you cannot do without, separated by commasTime tracking, client portal, EU data hosting

What you get back

An example run with the example values above. Your run uses your own data.

Project management for a marketing agency, 14 people (13 tools checked, 6 removed)

Shortlist:

1. Taskflare: 9/10, $196/month, G2 4.6 (1,240 reviews). Best client portal.

2. Brightdesk: 8/10, $168/month, G2 4.5. Time tracking in each task.

3. Planwise: 8/10, $210/month, G2 4.4. Strong reports for clients.

4. Orbitly: 7/10, $140/month, G2 4.3. Cheapest; weak mobile app.

5. Crewboard: 7/10, $182/month, G2 4.2. Good resource planning.

Removed: 4 tools with no EU hosting, 2 with no client portal

Sheet: Software shortlist, 13 rows, 3 demo questions for each vendor

Run it in Cuiar

  1. 01

    Open it

    Click Use in Cuiar on this page. The side panel opens with the task in the composer.

  2. 02

    Fill in 3 blanks

    Type need, team size and must haves. Tab moves to the next blank.

  3. 03

    Run it

    Run sends it to the agent. Follow each step in the panel, and stop it at any time.

From the terminal

cuiar exec "Find software for Project management for a marketing agency for a team of 14 people. Search G2, Capterra and Reddit, and list at least 12 tools. Remove each tool that misses one of these must-haves: Time tracking, client portal, EU data hosting. For each remaining tool, record the price for the team, the G2 rating, the number of reviews, the top 3 complaints and the integrations. Put the tools in a new Google Sheet with a score from 1 to 10, and write a shortlist of 5 with a reason for each. Add 3 questions to ask each vendor in a demo."

Run it from your AI agent

Claude Code, Codex, Cursor and other MCP clients reach Cuiar at https://mcp.cuiar.com/mcp. Add the server one time, then ask for the task in plain words, or call run_task yourself.

1. Add Cuiar to Claude Code

claude mcp add --transport http cuiar https://mcp.cuiar.com/mcp

2. Ask your agent

Use the Cuiar tool run_task to run my "Shortlist software for your team" template with need = Project management for a marketing agency; team size = 14 people; must haves = Time tracking, client portal, EU data hosting.

Setup for other agents: AI agents.

The tool call

{
  "name": "run_task",
  "arguments": {
    "task": "Find software for Project management for a marketing agency for a team of 14 people. Search G2, Capterra and Reddit, and list at least 12 tools. Remove each tool that misses one of these must-haves: Time tracking, client portal, EU data hosting. For each remaining tool, record the price for the team, the G2 rating, the number of reviews, the top 3 complaints and the integrations. Put the tools in a new Google Sheet with a score from 1 to 10, and write a shortlist of 5 with a reason for each. Add 3 questions to ask each vendor in a demo."
  }
}

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