role-se-ms-activities

Automate CRM activity logging by classifying milestone signals into defined types, then generating a single create-and-close packet. This eliminates manual entry by mapping signals directly to atomic CRM records with vault capture.

Signal-driven discovery scans milestones, calendars, emails, and Teams interactions to identify actionable events. It classifies these signals into activity types with escalation rules, enabling automated CRM record creation.

Run a full SE activity logging cycle to batch scan active milestones and signals. The process executes a single create-and-close confirmation packet for each classified activity, followed by vault capture.

Yes, the workflow implements HoK gating and escalation rules during signal classification. This ensures classified signals meet defined criteria before generating the automated create-and-close CRM packet.

Yes, signal-driven discovery scans Teams interactions and emails alongside milestones and calendars. It classifies these interactions into defined activity types, mapping them to milestones for automated CRM logging.