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Best practiceAutomation

What should happen when an automation fails?

A task has started, but nobody knows whether the final step completed. Running it again feels like the quickest fix, until someone discovers that the order already exists. Recovery belongs in the process design, not just in the response to the first incident.

An original working example or decision framework, not a customer result or technical certification.

An error message is not a diagnosis

A timeout means a response did not arrive in time. The receiving application may still have processed the instruction. Record the step that started, the confirmation received and any remaining uncertainty. An operator needs a way to compare the source with the destination.

Distinguish a temporarily unavailable connection from invalid business data. Waiting may help with the first. Repeatedly sending an unknown product code is unlikely to resolve the second.

Choose recovery based on the outcome

A practical decision framework, not a universal automatic restart policy.
SituationEstablish firstNext step
Temporary fault, instruction confirmed unprocessedIs repetition permitted and bounded?A controlled retry under the recovery policy.
Business exceptionWhat information or authority is missing?An owner corrects the data or makes a decision.
Outcome uncertainDoes a result already exist in the destination?Investigate and reconcile before restarting.
Incorrect processing confirmedWhich effects can be reversed?Authorised correction, not silent resubmission.

Do not turn recovery into another problem

Set retry limits and delays according to the application and process. Independent retries at several layers can multiply the work. Decide which layer owns retries. A stable task reference helps identify earlier attempts.

Test concurrent attempts and interruption immediately after a successful write. Checking whether a record exists before acting does not always prevent concurrent duplicates. Have a specialist design the protection against repeated effects.

Make the alert useful to its recipient

An alert should identify the affected process, when the problem occurred and where to find the last confirmed step. Do not attach full documents, passwords or unnecessary personal data. The aim is focused investigation, not duplication of the entire case file.

An inbox without an owner is not a recovery process. Define the responder, cover during absence and the point at which the process owner becomes involved. Business deadlines matter as well as technical error codes.

Rehearse before a real deadline is at risk

  • A connection fails before and after processing.
  • The same instruction is submitted twice.
  • An operator corrects data during a retry.
  • The usual administrator is unavailable.
  • A backlog needs to be cleared in an agreed sequence.

Check the resulting records and totals after recovery. An error disappearing does not prove that every task completed correctly.

Agree what needs to change

Review the cause, impact and recovery effort after an incident. A validation check might be missing or a warning might arrive too late. Assign a specific improvement to an owner. Limit access to incident information and agree appropriate retention. The next recovery should depend less on someone who happens to remember the workaround.

What would you like to clarify?

Describe the process step or open question. We can explore a practical next step together.

Discuss your process

Explore your process with the Automation Scan