Contact Permission Gate
Prepare a follow-up shortlist under a contact preference and acknowledgement rule.
Prepare your sheet
Use one row per reference observation. Enter Request, Preference, Channel. Check that every row belongs to the same review scope.
Decision rule
An approved channel and an open request are required. A withdrawn preference overrides all other states. This tool only prepares a list.
Worked result
The fictional example contains 3 input rows. Its result is 1 eligible follow-up.
| Reference | Channel | Queue decision |
|---|---|---|
| S-14 | Ready | |
| S-18 | phone | Exclude: withdrawn |
| S-20 | Exclude: closed |
Run it on your own inputs
- Open the tool and choose Start empty or edit the example.
- Enter the inputs, resolve validation messages and review the decision sheet.
- Download the text report or print the summary for the responsible person.
Source and support
Prepare a follow-up shortlist under a contact preference and acknowledgement rule. The source discusses opportunities around the permissions and boundaries of agent-operated work. Benchcraft designed this tool’s inputs, decision rule and example for this office task. Reviewed source · Greg Isenberg at 22:28.
Request a custom workflow. €149 one-time pilot after written scope agreement. JB Codex adapts one repeated job with a worked example and owner review.