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Find a customer reference for a deal

The happy customers that best match a prospect, with proof, and a request to each account owner.

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

What it does

The task

Read the industry, the size and the use case of the prospect in the opportunity opportunity url. Find customers in Salesforce in the same industry and size band, with a green health score, no open escalations and at least one renewal. Check if each one has a public case study or a G2 review. List the 5 best matches with the reason for each. Write a short Slack message to each account owner that asks if the customer would take a reference call. Ask me before you send each message.

  • It works in Salesforce, G2 and Slack, in the workspace you pick, and signs in with passwords from your Cuiar vault.
  • It runs once, when you start it.
  • It stops for your approval before it sends, posts, pays, books or changes a record.

What you give it

BlankWhat to giveExample
opportunity urlThe link to the prospect's opportunity in Salesforcehttps://tallyhq.lightning.force.com/lightning/r/Opportunity/0065g00000XyZ1AAA/view

What you get back

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

Prospect: Lakemont Hospital (healthcare, 2,400 staff, staff scheduling)

Best references:

1. Solano Health: healthcare, 2,100 staff, live for 2 years, case study published

2. Riverbend Clinics: healthcare, 900 staff, 5-star G2 review (March 2026)

3. St. Aldric Care Homes: 3,000 staff, same use case, renewed in September

4. Hartwell Medical: 1,800 staff, renewed twice

5. Lakeshore Dialysis: 1,200 staff, staff scheduling only

Not used: Hollis Medical (open escalation)

Slack drafts to 5 account owners. Waiting for your approval.

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 the blank

    Type opportunity url. 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 industry, the size and the use case of the prospect in the opportunity https://tallyhq.lightning.force.com/lightning/r/Opportunity/0065g00000XyZ1AAA/view. Find customers in Salesforce in the same industry and size band, with a green health score, no open escalations and at least one renewal. Check if each one has a public case study or a G2 review. List the 5 best matches with the reason for each. Write a short Slack message to each account owner that asks if the customer would take a reference call. Ask me before you send each message."

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 "Find a customer reference for a deal" template with opportunity url = https://tallyhq.lightning.force.com/lightning/r/Opportunity/0065g00000XyZ1AAA/view.

Setup for other agents: AI agents.

The tool call

{
  "name": "run_task",
  "arguments": {
    "task": "Read the industry, the size and the use case of the prospect in the opportunity https://tallyhq.lightning.force.com/lightning/r/Opportunity/0065g00000XyZ1AAA/view. Find customers in Salesforce in the same industry and size band, with a green health score, no open escalations and at least one renewal. Check if each one has a public case study or a G2 review. List the 5 best matches with the reason for each. Write a short Slack message to each account owner that asks if the customer would take a reference call. Ask me before you send each message."
  }
}

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