Triage CSM handoff notes for completeness

Judges: One handoff note from sales to CS. Questions: noul:has_goals; noul:has_stakeholders; noul:has_commitments_made. Action: Bounce incomplete handoffs back to AE before kickoff.

CA clean typed decision with low volume or low value, or too vague to act on.3.45

Key facts

Vertical
Software & tech
Function
Support & CX
Status
Idea
Volume
occasional
Value
meaningful
Risk
moderate
Evidence
—
Flags
None

Build this with a classifier

Define a typed decision with a bounded answer, then evaluate it on examples.

{
  "decision_type": "choice",
  "question": "Does this input match the decision in “Triage CSM handoff notes for completeness”?",
  "input": "<input to classify>",
  "output": "one label from a fixed list"
}

Related use cases

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