When a form is submitted in Valuecase, run this review flow via the Valuecase MCP: 1. Read the submitted answers from the space 2. Check for: - Missing or inconsistent information across answers - Quality of free-text responses (detailed enough, actually answers the question) - Follow-up needed based on branching logic (e.g., "if CRM = HubSpot, ask about SSO provider") 3. If gaps exist: - Draft a friendly clarification email in Gmail to the customer - Or post a comment in the space asking for more detail 4. If the submission is complete: - Post a summary to the account team in Slack - Create a HubSpot task for the rep - Trigger the next onboarding step Always loop the account owner in before anything customer-facing is sent.
Intelligent form review – beyond simple validation, the AI checks quality, consistency, and context, drafts follow-ups, and routes complete submissions to the right people.
