AI & automation · Planning worksheet

Follow-up automation: stop completed work from recurring

Illustrative situation

A completed enquiry continues generating tasks because the completion state is not shared between systems.

The decision

Agree the authoritative completion signal and how it suppresses future tasks. Keep failures visible where a tool cannot confirm the current state.

Rehearse this before accepting the change

Complete a fictional task before the next automation cycle.

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 repeated tasks for already-completed work.

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

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Further reading

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

Related decisions

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