AI & automation · Planning worksheet

Enquiry automation: avoid duplicate tasks

Illustrative situation

A website retries a submission and the automation creates several tasks for the same enquiry.

The decision

Ask the supplier to explain how repeat events are recognised and reviewed. A retry should not automatically become another customer request or another outgoing message.

Rehearse this before accepting the change

Send the same fictional event twice in the test environment.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Count duplicate tasks created by repeated events.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

Entries stay in this page and are not submitted to Kay & Co. Download your notes before leaving; the page does not save them.

Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

Turn the brief into a working service

Kay & Co. can help you scope the work, design the experience and deliver the right solution for your organisation.

Explore ai & automation services or discuss your project.