Source: https://guthlabs.ai/docs/project-templates/customer-indexing/ project template / candidate # Customer indexing Proposal-only project record for planning a consent-bound customer website crawl and local index while excluding private content and holding all provider, credential, database, customer, publication, and production effects for human review. Status: **candidate**Lifecycle: **candidate** ## Record status **Record ID**: project:customer-indexing **Parent lifecycle**: candidate **Page lane**: catalog overview **Lane lifecycle**: candidate **Owner**: Not separately recorded **Owner role**: Not separately recorded **Owner status**: Not separately recorded **Qualification result**: NOT RUN · held for evidence and human review **Working browser surface:** [Project templates & workflows — overview]() — Create a local project from this template and validate its forms. This route is local-only; provider, credential, database, customer, publication, deployment, and production effects remain held. ## Purpose and audience Proposal-only project record for planning a consent-bound customer website crawl and local index while excluding private content and holding all provider, credential, database, customer, publication, and production effects for human review. - project owner - reviewer - agent operator - accessibility reviewer ## Required or proposed record references The list defines expected record classes. It does not assert that any instance exists. - project record - scope record - milestone records - deadline and workback to-dos - dependency records - owner assignments - tool and guide links - evidence records - approval records - risk records - closure record ## Route contract The links below are this site's admitted canonical public records. Source-lane route suggestions are proposals only and are not represented as live or canonical until separately admitted. [01**overview**/docs/project-templates/customer-indexing/]()[02**forms**/docs/project-templates/customer-indexing/forms/]()[03**deadlines**/docs/project-templates/customer-indexing/deadlines/]()[04**tools**/docs/project-templates/customer-indexing/tools/]()[05**field guides**/docs/project-templates/customer-indexing/field-guides/]()[06**qualification**/docs/project-templates/customer-indexing/qualification/]() ## Public claim boundary Allowed items below are source-lane proposals, not verified current-state claims. ### Candidate claims allowed after source review - This is a proposal-only project record and form design. - The project is intended to plan consent-bound website crawling and indexing with private-content exclusions. - Observed native surfaces include local or indexed prototype routes for Projects, To-dos, Agenda, Approvals, Files, Field Guides, Agent Logs, Search, and PointGuard. - The design includes explicit scope, consent, deadlines, workbacks, owners, dependencies, evidence, approvals, risks, accessibility checks, and closure controls. ### Claims held - Deployment or production readiness. - Provider connection or credential availability. - Database authority or a connected indexing backend. - Actual crawling, indexing, customer access, publication, or external communication. - Protection, storage, deletion, or retention behavior beyond the observed local file-reference and record contracts. - Qualification, compliance, security certification, or completeness of consent. - Any claim that a named route proves a connected web feature. ## Sources and evidence These pointers bind the page to evidence. They do not grant authority or collapse verification into deployment. - `source_record:project:customer-indexing` - `NotebookCollectionKind.project` - `NotebookTodoPayload.dueAt` - `Notebook Agenda deadlines/workbacks` - `Observed native contract: records preserve canonical IDs, origin, source locators, source SHA-256, provenance, revision, lifecycle, tags, links, attachments, and record revisions` - `Observed native contract: PointGuard is a persistent cross-app context surface and specialist apps remain execution and canonical-record owners` - `App route: /app/notebook/projects/` - `App route: /app/notebook/to-dos/` - `App route: /app/notebook/agenda/` - `App route: /app/notebook/approvals/` - `App route: /app/notebook/files/` - `App route: /app/notebook/field-guides/` - `App route: /app/notebook/agent-logs/` - `App route: /app/notebook/search/` - `App route: /app/pointguard/` - `Notebook record provenance and revision contract` - `PointGuard persistent cross-app context surface` - `Current GuthHub local prototype and index routes` - `customer-indexing project source record` - `Observed native contract: records preserve canonical IDs, provenance, revisions, lifecycle, tags, links, attachments, and receipts` - `Observed native contract: Guth Hub app routes are local prototypes or indexes and provider, credential, database, customer, publication, and production effects are held`