Source: https://guthlabs.ai/docs/project-templates/customer-indexing/tools/

project template / candidate

# Customer indexing — tools

The distinct tools record for Customer indexing. This page is proposal-only.

Status: **proposed**Lifecycle: **candidate**

## Record status

**Record ID**: project:customer-indexing

**Parent lifecycle**: candidate

**Page lane**: app_features

**Lane lifecycle**: proposed

**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](<https://guthlabs.ai/labs.html#templates-workflows>) — 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.

## Authoritative app_features lane tools and interfaces

### Canonical tools-page assignments

- **Notebook Projects** (interface · required) — Canonical local owner for the project grouping, lifecycle, linked records, and evidence.

- **Notebook To-dos** (interface · required) — Stores consent, scope, review, and handoff deadlines using dueAt and review signals.

- **Notebook Agenda** (interface · required) — Shows review dates and drafted workback changes while provider calendar writes remain held.

- **Notebook Files** (interface · required) — Stores local, source-labelled references without implying upload or protected external storage.

- **Notebook Approvals** (interface · required) — Records human decisions about scope, index fields, and held handoffs.

- **Notebook Search** (interface · required) — Finds local project, evidence, approval, and deadline records while respecting visibility partitions.

- **PointGuard** (interface · required) — Projects current blockers, next actions, deadlines, linked records, and approval state across the app family.

- **Customer indexing project record** (record · required) — Defines the canonical project identity and ownership.

- **Consent and scope record** (record · required) — Separates authorization evidence from the website URL and makes exclusions auditable.

- **Crawl plan record** (record · required) — Captures a bounded proposal without performing external requests.

- **Index-field record** (record · required) — Makes public/private classification and exclusion rules reviewable.

Only the page's admitted lane is rendered as an assignment. Other lane inventories remain source records but are not merged here. Tool kind and required/optional status are preserved.

## Authoritative lane instrument assignments

### Canonical tools-page assignments

No verified instrument is assigned to this tools lane.

An instrument listed only for another lane does not become a tools-page assignment.

## Use boundary

- A website URL may be mistaken for consent or authority.

- Crawling private, authenticated, restricted, or customer-owned content could expose sensitive information.

- Index-field design may leak contact details, session data, credentials, or private metadata.

- A local prototype may be mistaken for a connected crawler, database, search index, or production service.

- Stale consent or changed scope could leave dependent plans incorrectly appearing valid.

- Deadline automation could create unsupported external calendar or notification effects.

- Source-labelled evidence may be incomplete, unverifiable, or incorrectly attributed.

- Customer qualification claims may be inferred from indexed content without an approved rule or human review.

- Search results could cross visibility boundaries if private and public records are not partitioned.

- Import or file references could be mistaken for uploaded or protected assets.

## 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`

- `Notebook record provenance and revision contract`

- `PointGuard persistent cross-app context surface`

- `Current GuthHub local prototype and index routes`

- `customer-indexing project source record`