Workflow template for Tallyfy

AI Incident Response and Rollback Procedure

This procedure guides your team through detecting, containing, and resolving AI-related incidents. You'll use it to coordinate your response, decide whether to roll back or fix forward, and capture lessons learned so you can strengthen your systems going forward.

11 steps

Run this workflow in Tallyfy with people, AI, and conditions

AI Incident Response and Rollback Procedure Run #2,481 Running now
Status Step Assignee Deadline
Status: Completed

1. Detect and classify AI incident

TM
Team member
Status: Active

2. Assess severity and impact

Claude
AI agent
Status: Waiting

3. Notify incident response team

TM
Team member
Status: Conditional

4. Contain the issue immediately

Claude
AI agent
+ 7 more steps below

Tallyfy is the accountability layer that lets this template mix people, AI agents, and conditions in one auditable flow.

Process steps

1

Detect and classify AI incident

1 day from previous step
task
You've got to start by confirming what's actually happening. Check your monitoring dashboards, error logs, and alert feeds to identify the nature of the incident. Classify it as a model failure, data pipeline issue, infrastructure problem, or unexpected output behavior. Document your initial findings so your team has a clear picture from the start.
2

Assess severity and impact

1 day from previous step
task
Now that you've identified the incident, you need to gauge how serious it is. Evaluate how many users or systems are affected, what data or decisions could be affected, and whether there's a risk of spreading further. Assign a severity level (critical, high, medium, or low) based on your impact analysis. This assessment shapes how quickly your team acts and who you need to loop in.
3

Notify incident response team

1 day from previous step
task
Alert the relevant people right away. This includes your AI engineers, the on-call operations lead, and any product or business stakeholders who need to know. Use your organization's established channels - whether that's Slack, PagerDuty, or a dedicated war room. Make sure everyone's clear on their role and that you've got a single point of coordination so communication doesn't get scattered.
4

Contain the issue immediately

1 day from previous step
task
Your priority here is to stop the spread before you fix the underlying problem. Depending on the situation, this could mean disabling the affected AI feature, routing traffic away from the broken model, or switching to a fallback system. Don't wait for a full diagnosis before containing - act now to limit the impact and protect your users from further harm.
5

Investigate root cause

1 day from previous step
task
With the situation contained, you can now dig into why this happened. Review your model's training data, recent deployments, configuration changes, and infrastructure logs. Look for patterns that could explain the failure - data drift, version conflicts, hardware issues, or bugs introduced in a recent update. Document your findings thoroughly as they'll inform both your fix and your prevention plan.
6

Decide on rollback or fix-forward

1 day from previous step
task
Based on your root cause findings, you'll need to make a critical decision: do you roll back to a previous stable version, or do you push a targeted fix forward? Consider the complexity of the fix, the time it takes to implement, and the risk of keeping the current state running. If a clean rollback point exists and the fix is complex, rolling back is usually the safer path. Document your decision and the reasoning behind it.
7

Execute rollback if needed

1 day from previous step
task
If you've decided to roll back, it's time to carry out the process carefully. Follow your team's rollback runbook step by step - revert the model version, restore previous configuration files, and update your serving infrastructure. Make sure you've got someone monitoring the deployment in real time so you can catch any new issues the moment they appear. Confirm that the rollback is complete before moving on.
8

Validate system restoration

1 day from previous step
task
Don't assume everything's working just because the rollback or fix went through. Run your standard smoke tests, check your key performance metrics, and verify that the AI system's outputs look normal. Review real-time monitoring dashboards and confirm that error rates have returned to baseline. Only sign off on this step once you've got clear evidence that the system's healthy.
9

Communicate status to stakeholders

1 day from previous step
task
Your stakeholders need a clear, factual update on what happened and where things stand now. Send a summary to leadership, affected teams, and any external parties who were impacted. Include the timeline, what you did to resolve it, and what your next steps are. Keep the language straightforward - your goal is to build confidence that the team handled this well and has a plan to prevent recurrence.
10

Document incident and lessons learned

1 day from previous step
task
While the incident is fresh, capture a full post-incident report. Include the timeline, root cause, actions taken, and the business impact. Then run a blameless retrospective with your team to surface what went well and what you'd do differently next time. Store this report in your incident knowledge base so future teams can learn from it. Good documentation turns a painful incident into a useful asset.
11

Update prevention measures

1 day from previous step
task
The final step is turning your lessons into action. Based on what you documented, update your monitoring rules, alerting thresholds, deployment checks, or testing pipelines to catch this class of issue earlier in the future. Assign owners to each improvement item and set deadlines so they actually get done. Review this template itself to see whether any steps need updating. Your prevention work here is what keeps this incident from repeating.

Why Tallyfy is the AI control layer

Phase 1

Set up

Define the recipe
1
Define process steps
You can't automate without a recipe.
2
Set deadlines and conditions
AI needs structure.
3
Assign each step
Person, AI, or rule. The right doer.
Phase 2

Run

People + AI working together
4
Launch
One click. No glue code.
5
AI handles routine tasks
Fewer mistakes and hallucinations.
6
People approve
Accountability. You can't blame AI.
Phase 3

Track and improve

Audit and learn
7
Track real-time status
AI sessions are a nightmare to track alone.
8
Audit and improve
Gradual shift, never total re-do.

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