Event Intake Triage (Onboarding)
A checklist with 7 steps: Inventory every event source the client's stack already emits.
By InnovaAI ResearchPublished
What are the steps?
Event Intake Triage (Onboarding)
- 01
Inventory every event source the client's stack already emits
List the product analytics SDK, billing system, form handler, and support desk separately, and note which ones can only fire a callback rather than a scheduled poll.
- 02
Map each event to the downstream action it is supposed to cause
A signup event that should create a CRM contact and a Slack ping is two destinations, not one, and each destination needs its own failure owner.
- 03
Assign a stable unique key to every event type before the first delivery
Deduplication depends on a key that survives retries, so use an order ID or session ID rather than a timestamp generated at send time.
- 04
Confirm the receiving endpoint can answer within the client's timeout window
Slow acknowledgements are the most common cause of duplicate fan-out, because the sender retries while the first request is still open.
- 05
Document the retry and dead-letter behavior for each destination
Write down how many attempts occur, the backoff interval, and where a permanently failed event lands so support can replay it by hand.
- 06
Set a baseline delivery count per event type for the first seven days
Without a baseline, a silent drop looks identical to a quiet week, and the client will notice the gap before your team does.
- 07
Name one person on the agency side who owns alert triage
Shared ownership across the delivery pod means nobody checks the channel at 6pm on a Friday, which is exactly when a payment webhook fails.