01
Approved call notes / task trigger
Use the agency-approved signal to begin.
↓
CRM FOLLOW-THROUGH
Give every follow-up a clear owner
Convert approved notes into a clear next action while keeping sensitive changes under human control.
PROPOSED WORKFLOW / FOUR STEPS
02
Draft CRM update + next task
Prepare the update and the follow-through.
↓
03
Agent approves sensitive changes
A human reviews before anything consequential changes.
↓
04
Update record + due date
Leave ownership and timing visible.
↓
◉ AGENT CHECKPOINT · Human review stays in the loop
Guardrail: Never infer death or loss from silence. Nothing is sent outbound automatically.
