Known contact details and permitted outreach for a new task
Example: A team has a supplier's email but gave the assistant only an internal report task.
Use contact details for routing. Use authority for action, because an address does not establish permission.
This article is from Righthand. The story and result are illustrative.
Two records with different meanings
Contact details give a route to a person.
Permitted outreach gives permission for an identified recipient and task.
The customer's situation
A team has a supplier's email but gave the assistant only an internal report task.
The owner gives the Righthand the identified source material and relevant contacts. A Righthand is an assistant with email, text, phone, and Slack communication. Introduction.
The request to the Righthand
Read the supplied report request.
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Send any necessary outward question for approval.
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Do not contact the supplier without the permitted task.
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Send the owner the result in this conversation.
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Get approval before you change an accepted commitment.
The assistant reads the sources for their different meanings. It compares the relevant facts and sends the difference to the owner.
If the request permits contact, the assistant sends the identified question to the supplied recipient. Send the reply to the person responsible for the decision.
An illustrative result
The email route exists. The internal report request did not give permission for supplier contact.
The owner gives an explicit outward instruction if contact is necessary.
Set access and authority for the actual task
Supplied source material can be sufficient for the first procedure. For direct account access, a connection with the applicable operation and Righthand access is necessary. Connections.
For an external action, identify the recipient and task. Ask uses an explicit instruction or approval. Connection tool permissions are another required control. Communications Policy.
Try the difference with one case
- Give the assistant one example of each source.
- Include a difference that affects the task.
- Compare the returned difference with both sources.
- Make sure that the test recipient receives a permitted message.
- Examine the work in Activity.
A satisfactory result must keep the difference and identify the next owner decision. It must not silently replace one source with the other.
When another approach is sufficient
A direct record or a human review can be sufficient when it gives the answer and no further conversation is necessary. A Righthand is an alternative when you want responsibility for the next information request and decision handoff.