Collect a grant workshop speaker replacement decision
Example: A grant workshop speaker cannot attend. The speaker gives a substitute’s name, but the substitute did not accept the subject or date.
An assistant is an alternative when availability and subject fit must have different decisions.
A speaker roster is sufficient when an approved substitute already accepted the exact brief.
This article is from Righthand. The customer story and result are illustrative.
The work that the customer wants
A grant workshop speaker cannot attend. The speaker gives a substitute’s name, but the substitute did not accept the subject or date.
The manager supplies the approved subject, date, and substitute email. The manager gives approval for speaker selection.
The Righthand has its own email address and phone number. You can give instructions by email, text, phone, or Slack. Righthand introduction.
For this example, the Righthand uses its own email address. It identifies itself as the team's assistant. Company account access is a different setup choice. Account connections.
The request to the Righthand
Send the substitute the supplied workshop subject and date.
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Get availability and the proposed session description.
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Send the proposal to the program manager.
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Tell the substitute that selection remains with the manager.
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Send the program manager the result in this conversation.
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Use Pacific time for the deadline.
What the Righthand does
The Righthand sends these questions by email. It sends the reply to the program manager.
The assistant must not treat a recommendation as a confirmed appointment.
An illustrative result
The substitute is available but proposes a different subject. The workshop title does not match that proposal.
The manager gives a decision about whether to change the workshop or select another speaker.
Access and permission
If you want direct account access, connect the account independently. Make sure that the Righthand has the necessary operation and access. A catalog entry does not establish each available action. Connection Permissions.
With Ask, an outward instruction must identify the recipient and task. New approval can be necessary for a changed commitment. Connection tool permissions are another required control. Communications Policy.
Try the procedure with one task
- Give the Righthand one task with a teammate as the contact.
- Make sure that the teammate receives the permitted email.
- Tell the teammate to reply with a different request.
- Compare the returned decision with that reply.
- Examine the email records in Activity.