Create finance milestone case from query results for teams

You get finance milestone query results with no tracked follow-up, creating ad-hoc handoffs and unclear owners. Coordinators and engineers receive standardized kickoff cases same day.

Overview

Milestone queries arriving without follow-up create ad-hoc handoffs and slow kickoff readiness. This flow turns each qualifying milestone into a tracked kickoff case, giving coordinators and engineers actionable work items within minutes so they can prepare same day.