Service guides / AI automation
Workflow mapping · AI automationBooking reminders: workflow mapping
Make the steps and handoffs visible. Start with a sample booking calendar and consent rules and plan a reminder queue tied to booking status.
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The project in view
- Start with
- a sample booking calendar and consent rules.
- Proposed result
- a reminder queue tied to booking status.
- A decision to resolve
- cancellations after a reminder has been scheduled.
This is a planning example. It does not describe a completed client engagement.
Workflow mapping for this project
- Start when a sample booking calendar and consent rules is available and approved for use.
- Create a draft of a reminder queue tied to booking status, with source references attached.
- Route cancellations after a reminder has been scheduled to the nominated reviewer before issuing the final result.
Questions to answer together
- What starts the work, and what marks it complete?
- Who reviews the intermediate result?
- Where does an exception go, and who resolves it?
What to have at the end
A sequence of steps showing inputs, decisions, handoffs and completion.
Record the decision on cancellations after a reminder has been scheduled alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.