AI & automation · Planning worksheet

Follow-up messages: require the right approval

Illustrative situation

A workflow sends an external message when staff only intended to create an internal reminder.

The decision

Make the difference between internal task creation and external communication explicit. Apply the organisation's approval and information-handling process to any outgoing message.

Rehearse this before accepting the change

Trigger a fictional internal follow-up and inspect all resulting actions.

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 unintended or incorrectly addressed communication attempts in testing.

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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