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Tech Activity Logger Auto-log AWSentral activities monthly
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MBR Workflow STAR narratives + SIFT entries
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Monthly Tech Activity Logger

Automatically log AWSentral tech activities from your calendar — runs on the last Monday of each month.

What It Does

Scans your Outlook calendar for customer meetings, deduplicates against existing SFDC activities, creates tech activities in AWSentral with correct activity types and durations, and exports an Excel summary to your Desktop.

At a Glance

ScheduleLast Monday of every month
RequiresQuick + Outlook + AWSentral MCP
Setup time~15 minutes
OutputSFDC tech activities created + Excel summary on Desktop

Prerequisites

All of these are handled by the Quick Setup Guide. If you've completed it, you're ready to go.

Download

Click the link below — the file will save to your Downloads folder:

Quick - monthly-tech-activity-logger.md

Setup Steps

  1. Open a Quick chat, drag in the downloaded file, and say:
    Execute the attached setup file
    Quick will verify your integrations, ask for your account names, look up your SFDC IDs, fill in all placeholders, and create the scheduled agent. You just confirm.
  2. Test the agent — trigger it manually from Quick to verify it creates activities correctly, then enable the schedule.
Note: Works on macOS and Windows. You can also set up manually: open the .md in any text editor, search for {{, replace placeholders, and follow the Setup Steps section.
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Monthly MBR Workflow

Automated Monthly Business Review — Quick gathers data, Kiro drafts STAR narratives and SIFT entries.

What It Does

Every second Monday, Quick scans 45 days of customer engagements and drops a briefing file. Kiro picks it up, drafts STAR narratives, exports a polished MBR .docx, and prepares SIFT Field Insights for Salesforce — with approval gates before anything is submitted.

At a Glance

ScheduleSecond Monday of every month
RequiresQuick + Kiro + Outlook + AWSentral MCP
Setup time~20 minutes
OutputMBR .docx + SIFT Field Insights (with approval)

How It Works

Two-agent handoff:
  1. Quick (scheduled agent) scans calendar + SFDC, scores engagements, writes a briefing file to ~/quick-kiro-handoff/
  2. Kiro (hook or manual) picks up the briefing, drafts STAR narratives, exports MBR .docx
  3. You approve before any SIFT entries are submitted to Salesforce

Prerequisites

All of these are handled by the Setup Guides. Complete both the Quick and Kiro guides first, and you'll have everything below ready.

Download

Click the link below — the file will save to your Downloads folder:

monthly-mbr-workflow-template.md

Setup Steps

  1. Open a Quick chat, drag in the downloaded file, and say:
    Execute the attached setup file
    Quick will verify your integrations, ask for your account names, look up your SFDC IDs, fill in all placeholders, and create the scheduled agent with the second-Monday condition trigger. You just confirm.
  2. Set up the Kiro handoff. Open Kiro and say:
    Create a hook that watches ~/quick-kiro-handoff/ for new briefing files and runs the MBR workflow when one appears
    Kiro will create the file watcher automatically. Alternatively, skip this step and trigger Kiro manually each month after Quick runs.
  3. Test the full flow — trigger the Quick agent manually, confirm the briefing file appears in ~/quick-kiro-handoff/, then trigger Kiro to verify the end-to-end pipeline.
Notes:
  • Works on macOS and Windows — path examples show both formats
  • The MBR Workflow requires Kiro IDE for STAR narratives and SIFT entries. The Tech Activity Logger above works with Quick alone.
  • Approval gates are built in — nothing is submitted to Salesforce without your sign-off

Last updated: May 1, 2026 · Created by Kwik, Kiro, and @sinyouse