Message drafts and recipient decisions for a proposal
Example: A team has an approved proposal draft. The account owner wants a customer decision, but the message remains unsent.
Use drafts for preparation. Use actual communication and replies for customer decisions.
This article is from Righthand. The story and result are illustrative.
Two records with different meanings
A draft is a prepared unsent message.
A recipient decision is the person's reply to an actual permitted proposal.
The customer's situation
A team has an approved proposal draft. The account owner wants a customer decision, but the message remains unsent.
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 draft and communication state.
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Send sending and acceptance as incomplete.
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Get approval before you contact the customer.
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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 proposal is still a draft. No customer decision exists.
The owner gives approval for the message and recipient before the assistant sends it.
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.