Quickstart dashboard research — file templates

Copy these into a per-connector folder (pick one convention and stick to it):

• Recommended: ai_notes/quickstart-dashboards/<connector-slug>/
• Alternative: a path under your quickstart workspace (document in program setup).

Steps

1. Create ai_notes/quickstart-dashboards/<connector-slug>/ (e.g. zendesk, salesforce).
2. Copy each *.template.md → drop the .template segment from the filename (see table below).
3. Fill charter before heavy research; keep sources and examples updated as you go.

Template	Save as
charter.template.md	charter.md
research.connector.template.md	research.md (connector narrative; distinct from initiative playbook in tasks/...)
sources.template.md	sources.md
examples-index.template.md	examples/index.md
questions.template.md	questions.md
link-matrix.template.md	link-matrix.md
gaps.template.md	gaps.md

Methodology: tasks/workstreams/mcp-analyst-agent/initiatives/quickstart-dashboards/research.md Checklist skill: .codex/skills/quickstart-product-dashboard-research/SKILL.md