A successful execution can still need a person
A form arrives and the automation finds two possible contacts. Data transfer may work technically, while the correct owner of the enquiry remains unclear. Repeating the same execution does not answer that question.
Route the case to a manual review queue: a small list exposing the source, reason for stopping, owner, next action, and outcome. An existing CRM view or spreadsheet may be sufficient. Consider another tool only when your current environment cannot retain these facts safely.
Use the exception record and fictional example.
Separate connection failures from uncertain decisions
An unavailable service may need technical repair or bounded retries. Two possible identities, unclear scope, or missing decision authority need another route. Automation should not conceal uncertainty by choosing the first search result.
Make scenario settings control incomplete executions and aspects of retry behavior. Technical execution records alone do not form a queue for business decisions. If you rely on them, check retained data and storage capacity. The documentation says data discarded through the full-storage discard setting cannot be recovered.
Show whether a case awaits connection recovery, missing information, or a human decision. Each state needs a named person watching it.
Create one exception for a particular source event
Keep the source message ID, original reference, arrival time, and execution ID where available. Repeated alerts for the same event should update the existing exception rather than create unlimited copies.
A second enquiry from the same client may be a separate event. The email address alone is not an exception identifier. When the content changes, decide whether it amends the case or introduces another one.
Keep only necessary information in the working list. Leave detailed material at the restricted source. Check that the owner and backup can open it; a notification alone is insufficient.
Give the reviewer a bounded, understandable choice
For a fictional enquiry with two matching contacts, the reviewer can link it to contact A, link it to contact B, create a verified new contact, or request clarification. Record a reason and evidence reference. An unresolved choice stays open.
Describe what “continue” will do. Will it create a record, change an existing record, or send a client message? The reviewer needs to understand the effect they are authorizing. Choosing a contact does not automatically approve sending an email.
Automation can prepare these choices. The team determines the decision content and authority.
Establish what already happened before continuing
After the decision, inspect the destination. If the first execution created a job and failed while saving its reference, creating it again would introduce a duplicate. Continue from the actual existing state and read back the saved result.
Close the exception after this check. Retain the decision, resulting ID, and reviewer. A later failure returns the case to an open state with a new reason; do not erase the earlier decision.
Treat the queue as real work
Set a review frequency, backup owner, and overdue-case procedure. Track new, closed, and open cases alongside their age. A growing queue may indicate that automation has merely moved work into a hidden list.
With fictional data, try an ambiguous identity, inaccessible source, and partially created result. For the transfer route, continue with form to a reliable record. Documentation checked October 10, 2026; this procedure has not already been tested in your account.
Start with an ordinary work list
In a restricted spreadsheet create columns for exception ID, source-event ID, source link, reason, state, owner, backup, next check date, existing destination ID, decision and verified result. One row represents one event. Copy the headings and fields from the supplied worksheet; keep full client messages out of the list.
Add E-014 from the worked case. For the morning check, select unclosed rows and sort by next check date. Address overdue items and missing owners first. The review-queue reminder can alert the owner; it does not decide identity or automatically close an exception. A filter is a work aid, not an access restriction.
In Make also check incomplete-execution storage and “Data is confidential”: suppressed stored details may limit later repair. Do not retry without knowing previous effects. Resuming a technical step does not itself reverse completed writes or sent messages.