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Prepare a quarterly business review for a client

Usage, results against the client's goals, support history and goals for next quarter, in one review doc.

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

What it does

The task

Prepare a quarterly business review for client for quarter. Read the goals that the client set, in the account notes in Salesforce. Read their usage for the quarter on admin url: active users, the features they use most and the trend for each month. Read their tickets in Zendesk. Compare the results with each goal, and find 3 wins and 3 problems, with the evidence for each. Write a review of 2 pages or fewer in a new Google Doc: summary, usage, results against goals, support, recommendations and goals for next quarter. Do not share it with the client.

  • It works in Salesforce, any admin panel, Zendesk 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
clientThe client's company name in SalesforceKingsmere Hospital
quarterThe quarter to reviewQ3 2026
admin urlYour product's admin page with usage for each accounthttps://admin.tallyhq.app/accounts

What you get back

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

Quarterly business review: Kingsmere Hospital, Q3 2026 (Google Doc, 2 pages)

Active users: 1,640 of 2,000 seats (82%), up from 71% in Q2

Most used: shift swaps (41,200), open-shift posts (6,900), reports (310)

Goal 1, overtime down 10%: done, down 13%

Goal 2, open shifts filled in 24 hours: not met, 31 hours on average

Wins: overtime cost, 3 new wards live, 2 manual reports retired

Problems: 54% of night staff use it, slow SSO login (4 tickets), 1 ward still on paper

Support: 18 tickets, median first reply 2 hours, none open

Goals for Q4: open shifts filled in 24 hours, 75% of night staff active

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 3 blanks

    Type client, quarter and admin 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 "Prepare a quarterly business review for Kingsmere Hospital for Q3 2026. Read the goals that the client set, in the account notes in Salesforce. Read their usage for the quarter on https://admin.tallyhq.app/accounts: active users, the features they use most and the trend for each month. Read their tickets in Zendesk. Compare the results with each goal, and find 3 wins and 3 problems, with the evidence for each. Write a review of 2 pages or fewer in a new Google Doc: summary, usage, results against goals, support, recommendations and goals for next quarter. Do not share it with the client."

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 "Prepare a quarterly business review for a client" template with client = Kingsmere Hospital; quarter = Q3 2026; admin url = https://admin.tallyhq.app/accounts.

Setup for other agents: AI agents.

The tool call

{
  "name": "run_task",
  "arguments": {
    "task": "Prepare a quarterly business review for Kingsmere Hospital for Q3 2026. Read the goals that the client set, in the account notes in Salesforce. Read their usage for the quarter on https://admin.tallyhq.app/accounts: active users, the features they use most and the trend for each month. Read their tickets in Zendesk. Compare the results with each goal, and find 3 wins and 3 problems, with the evidence for each. Write a review of 2 pages or fewer in a new Google Doc: summary, usage, results against goals, support, recommendations and goals for next quarter. Do not share it with the client."
  }
}

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