By Cerebro · Practical guide
Follow the information
A job can be recorded correctly in one app and never reach the next person. Find out which details need to move, when they should move and who needs to see them.
Check for duplicates and gaps
A message may arrive twice, a name may be missing or an app may stop working. Your agent needs checks so it does not create the same job twice or treat an unfinished task as complete.
Show what needs fixing
When a step fails, the right person should know what happened and what to do next. A useful message includes the job details, so they do not have to search through several systems.
Start small and watch the results
Begin with a clear set of jobs. Check whether your team spends less time copying, chasing and correcting records before adding more tasks.