With permanent AI colleagues integrated into calls and Slack, how do we ensure tasks don't get lost during handoffs?

How to select a complete task for the first trial?

Select a task where materials can be made public or used for testing, and delivery results are easy to judge, such as organizing a preparation checklist for an event. Clearly define the goal, deadline schedule, available materials, and completion criteria at the start, then assign someone responsible for confirmation. The team should agree on where this task description is stored to facilitate finding the same work from different entry points later.

From call to text, what information should be retained?

Create brief records after communication ends, listing decided items, pending questions, responsible persons, and next steps. Ask participants to supplement or correct, then proceed. Recording changes is especially crucial for cross-entry collaboration: which requirements were added, which prior arrangements were canceled, and who still needs to provide materials.

Requests received from multiple entry points: how to avoid duplicate execution?

The team can agree on easily recognizable names for each work, with all supplements pointing to this task, and clearly indicate whether it is pending confirmation, in progress, or completed. If the same requirement appears in both text and Slack, confirm first whether it is a supplementary explanation or a new task before handing it to the subsequent process, reducing duplicate submissions and redundant output.

During trials, you can also assign two members to supplement information separately, observing who handles conflicts and whether the final adopted requirements can be traced. For tasks requiring external sending or altering business records, send results to the responsible person for confirmation first, then execute within the team's authorized scope. This is a collaboration process suggestion, not a description of OpenDots' existing permission features.

How to judge if multi-entry collaboration is worth keeping?

After the trial ends, compare the work involved in re-explaining, finding materials, and confirming deliveries when completing similar tasks. If members can continue processing the same work after switching entry points, and managers can clearly locate results, you can expand to the next category of tasks. If context is frequently lost, first improve handover records and task agreements before adding entry points or expanding task scope.

Check results with a fixed input

Test handoff with one task ID: ask in Slack for next week’s plan, then use a call to move Tuesday’s meeting to Wednesday. The final state should contain one task with the latest instruction and modification time. A separate plan created by the call indicates an identity or state-linking issue. This scenario was designed here; no call, Slack connection or real calendar change was made.