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Write a mutual action plan for a deal

Each step to a signed contract and go-live, with owners on both sides and dates, ready to share.

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

What it does

The task

Read the opportunity for company in Salesforce: the stage, the contacts, the notes and the e-mails logged on it. Plan back from the target go-live date go live date. List each step to a signed contract and to go-live: technical review, security review, legal, procurement, signature, kickoff and training. Give each step an owner on their side, an owner on our side and a date. Mark the steps where the notes show a risk. Write the plan as a table in a new Google Doc that I can share with the client, and do not share it.

  • It works in Salesforce and Google Docs, 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
companyThe prospect's company name in SalesforceSolano Health
go live dateThe date the client wants to go live2027-03-01

What you get back

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

Mutual action plan: Solano Health, go-live 1 March 2027 (Google Doc)

StepTheir ownerOur ownerDate
Technical reviewJon Mbeki, IT leadSolutions engineer13 November
Security reviewSecurity officeOur security team27 November (risk: their last review took 6 weeks)
Legal and DPAGeneral counselOur legal team11 December
Procurement and signatureRita Pell, CFOAccount executive18 December
KickoffProject leadOnboarding manager11 January
Training for 120 usersClinic managersOnboarding manager8 February

Risks marked: 2. Not shared.

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 2 blanks

    Type company and go live date. 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 "Read the opportunity for Solano Health in Salesforce: the stage, the contacts, the notes and the e-mails logged on it. Plan back from the target go-live date 2027-03-01. List each step to a signed contract and to go-live: technical review, security review, legal, procurement, signature, kickoff and training. Give each step an owner on their side, an owner on our side and a date. Mark the steps where the notes show a risk. Write the plan as a table in a new Google Doc that I can share with the client, and do not share it."

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 "Write a mutual action plan for a deal" template with company = Solano Health; go live date = 2027-03-01.

Setup for other agents: AI agents.

The tool call

{
  "name": "run_task",
  "arguments": {
    "task": "Read the opportunity for Solano Health in Salesforce: the stage, the contacts, the notes and the e-mails logged on it. Plan back from the target go-live date 2027-03-01. List each step to a signed contract and to go-live: technical review, security review, legal, procurement, signature, kickoff and training. Give each step an owner on their side, an owner on our side and a date. Mark the steps where the notes show a risk. Write the plan as a table in a new Google Doc that I can share with the client, and do not share it."
  }
}

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