# Customer notification decision log template

Last reviewed: 2026-05-21

AI Vendor Packet organizes review evidence and workflow support. This template is not legal advice.

## Who this is for

Teams deciding whether a vendor change requires customer notice, Trust Center updates, or contract follow-up.

## What this template is for

Use this log to record the decision, not just the change. It keeps customer notice decisions grounded in source evidence, contract review, and owner approval.

## When to use it

- When a vendor source change may affect customer-facing commitments.
- When a subprocessor or DPA source changes.
- Before deciding not to notify customers about a material review item.

## Notification decision log

| Decision | Basis | Customer impact | Owner and due date |
| --- | --- | --- | --- |
| No customer notice | Source reviewed; no material change to customer-facing commitment. | No wording update needed; evidence date refreshed. | Reviewer name and close date. |
| Trust Center update | Public answer needs a new source date or narrower product scope. | Update public page without direct customer notice. | Customer security owner and publish date. |
| Customer notice review | Subprocessor, DPA, retention, or security term may trigger notice obligations. | Legal or privacy review required before action. | Legal owner and due date. |
| Contract-specific follow-up | A specific customer term may differ from the standard commitment. | Account team needs customer-specific instructions. | Account owner and legal reviewer. |
| Pause or limit rollout | Vendor source is ambiguous or conflicts with planned customer data use. | Feature launch or workflow expansion waits for review. | Product owner and executive approver. |

## How to fill it out

- Record the decision even when the answer is no customer notice.
- Attach source links and contract assumptions.
- Separate standard customer action from customer-specific obligations.

## Common mistakes

- Leaving no record for a no-action decision.
- Treating a Trust Center update as a customer notice decision.
- Skipping legal review when a customer-specific term may apply.

## Example decision

Zendesk subprocessor source reviewed. Standard Trust Center vendor date updated. No direct customer notice under standard terms. One enterprise customer agreement sent to legal for separate review.

## Generate this automatically

Use the AI Vendor Packet scanner to generate this template from selected vendors, customer data categories, and customer-facing commitments.