Create monthly customer check-in records from indicator hooks

Your check-in scheduling stalls when indicator events fail to create review records, leaving CSMs without context for outreach. You get templated check-ins queued for action the same day.

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Overview

Indicator events are your operational signals; when they don't create records, outreach stalls and reviews slip. This flow turns qualifying indicators into templated check-ins and queues them for CSMs, enabling same-day review readiness and tighter monthly cadence.