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Automate, clarify or hand over?

A guide to choosing the next step for a request: automate, clarify or hand over.

EN6 pagesPDF in English

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Automate, clarify or hand over?

Start with the request and its agreed scope. Clarify a missing fact, pass useful context when a human is needed, and keep an owner and a dated fallback when no one can take over.

Who it is for
Teams reviewing the rules and human handoff of a workflow.
What it helps you do
Make the rule, missing context, receiving team and owned fallback visible.

Contents

  • Automate, clarify or hand over?
  • Start with the request.
  • One detail is missing.
  • The rule has a limit.
  • No one can take over?
  • Keep the next step visible.