log-activity

name	log-activity
description	Log a new activity (call, meeting, email, task, note) on a Salesforce account timeline — draft first, confirm with the user, then write
enabled	true

Instructions

Use this skill when the user wants to log something to a Salesforce account's activity timeline — e.g. "Log the QBR outcome on Acme", "Note that I have a follow-up task with Margaret next Tue", "Email logged with Stark — they signed".

This calls salesforce_log_activity, which is a write tool. Always draft and confirm before writing.

1. Resolve the account and owner

• If the user gave a company name, call salesforce_search_accounts_by_name first to resolve to an ACC-*.
• Owner defaults to the user (USR-101 Alex Rivera) unless the user explicitly says they're logging it on behalf of someone else.
• If today's date isn't given, default to today.

2. Draft the activity

Show the draft as a small block:

I'll log this to Acme Corp (ACC-001):

  Type:    Meeting
  Subject: QBR with CFO + FP&A
  Date:    9 Jun 2026
  Owner:   Alex Rivera (USR-101)
  Summary: Reviewed Q2 usage growth (32% YoY). Margaret reconfirmed
           Analytics expansion budget — procurement red-lines back this
           week. Action: Devon to walk Priya through new SLA addendum
           by 6/13.

Confirm to log? (yes / edit / cancel)

Use ask_user to pause. Wait.

3. Handle the response

• yes / confirm → call salesforce_log_activity
• edit → take the corrections, re-draft, re-confirm
• cancel → stop and acknowledge

4. Report the receipt

After the write succeeds:

• Show the new ACT-* id
• Confirm it's on the account timeline
• Offer the natural next step: "Want me to draft a follow-up email to Devon about the SLA walkthrough?" or "Should I create a task on your calendar to chase the red-lines?"

Constraints

• Never call salesforce_log_activity without explicit confirmation in the same turn.
• Subject and summary must be ≤120 / ≤500 chars respectively. Trim cleanly.
• Date format is ISO (YYYY-MM-DD) in the tool call.
• Never log activities on accounts that aren't in the user's book unless they explicitly asked (you can check via salesforce_get_account → owner_user_id).