Get a replacement decision for an office plant
Example: A plant service company gives a recommendation for a replacement display plant. The office's current contract covers maintenance but not purchases.
An assistant is an alternative when routine service produces a separate budget decision.
A maintenance report is sufficient when no purchase decision follows.
This article is from Righthand. The customer story and result are illustrative.
The work that the customer wants
A plant service company gives a recommendation for a replacement display plant. The office's current contract covers maintenance but not purchases.
The administrator supplies the recommendation and service contact. The budget owner gives approval for replacements.
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
Get the supplier's replacement description and price.
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Get the earliest available replacement date.
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Send the offer to the budget owner.
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Get approval before you accept the replacement.
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Send the office administrator 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 office administrator.
A service recommendation does not give permission for a purchase.
An illustrative result
The supplier gives an offer for a replacement next week at an additional price. Maintenance can continue until the owner gives a replacement decision.
The budget owner selects whether to purchase or keep the current display.
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.