Workflow outline
Agency Data ReadinessWorkflow guide
Prepare client-scoped collision-safe contact drafts
Prepare contact drafts from one supplied client scope only after required fields and email collision checks.
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800 workflows
Workflow outline
Workflow outline
Agency RuntimeWorkflow guide
Prepare an idempotency-safe retry plan
Produce a retry review plan only when effect evidence, request-key history and declared backoff permit it.
Workflow outline
Crm HygieneWorkflow guide
Prepare an email-based duplicate review — Slack plain text review draft
Group contact IDs sharing a trimmed lowercase email and quarantine invalid addresses for review. No records are merged, deleted or persisted. Prepare a Slack plain text review draft.
Workflow outline
Crm HygieneWorkflow guide
Prepare an email-based duplicate review — Google Sheets RAW review row
Group contact IDs sharing a trimmed lowercase email and quarantine invalid addresses for review. No records are merged, deleted or persisted. Prepare a Google Sheets RAW review row.
Workflow outline
Migration OperationsWorkflow guide
Normalize contact rows and quarantine bad mappings — Slack plain text review draft
Map operator-supplied column keys to normalized contact drafts and return row-indexed quarantine reasons. No import or CRM write occurs. Prepare a Slack plain text review draft.
Workflow outline
Migration OperationsWorkflow guide
Normalize contact rows and quarantine bad mappings — Google Sheets RAW review row
Map operator-supplied column keys to normalized contact drafts and return row-indexed quarantine reasons. No import or CRM write occurs. Prepare a Google Sheets RAW review row.
Workflow outline
Data ReadinessWorkflow guide
CSV Header Reconciliation — Slack plain text review draft
Return missing, ambiguous and remapped header decisions before a CSV export is converted into contact rows. Prepare a Slack plain text review draft.
Workflow outline
Data ReadinessWorkflow guide
CSV Header Reconciliation — Google Sheets RAW review row
Return missing, ambiguous and remapped header decisions before a CSV export is converted into contact rows. Prepare a Google Sheets RAW review row.
Workflow outline
Data ReadinessWorkflow guide
Required Field Coverage — Slack plain text review draft
Calculate per-field missingness and row IDs requiring repair before an agency hands a dataset to delivery. Prepare a Slack plain text review draft.
Workflow outline
Data ReadinessWorkflow guide
Required Field Coverage — Google Sheets RAW review row
Calculate per-field missingness and row IDs requiring repair before an agency hands a dataset to delivery. Prepare a Google Sheets RAW review row.
Workflow outline
Data ReadinessWorkflow guide
External ID Join Coverage — Slack plain text review draft
Return matched, left-only, right-only and ambiguous IDs before linking records from two systems. Prepare a Slack plain text review draft.
Workflow outline
Data ReadinessWorkflow guide
External ID Join Coverage — Google Sheets RAW review row
Return matched, left-only, right-only and ambiguous IDs before linking records from two systems. Prepare a Google Sheets RAW review row.
Workflow outline
Data ReadinessWorkflow guide
Timestamp Normalization Review — Slack plain text review draft
Produce normalized UTC timestamps and row-indexed invalid or ambiguous source values without inventing timezone facts. Prepare a Slack plain text review draft.
Workflow outline
Data ReadinessWorkflow guide
Timestamp Normalization Review — Google Sheets RAW review row
Produce normalized UTC timestamps and row-indexed invalid or ambiguous source values without inventing timezone facts. Prepare a Google Sheets RAW review row.
Workflow outline
Data ReadinessWorkflow guide
Phone Format Preflight — Slack plain text review draft
Return syntactic phone-format candidates and unresolved rows using operator-supplied formatting rules, without asserting number reachability. Prepare a Slack plain text review draft.
Workflow outline
Data ReadinessWorkflow guide
Phone Format Preflight — Google Sheets RAW review row
Return syntactic phone-format candidates and unresolved rows using operator-supplied formatting rules, without asserting number reachability. Prepare a Google Sheets RAW review row.
Workflow outline
Data ReadinessWorkflow guide
Contact Channel Preference — Slack plain text review draft
Select an eligible contact channel or explicit no-channel result from supplied per-channel preference and permission facts. Prepare a Slack plain text review draft.
Workflow outline
Data ReadinessWorkflow guide
Contact Channel Preference — Google Sheets RAW review row
Select an eligible contact channel or explicit no-channel result from supplied per-channel preference and permission facts. Prepare a Google Sheets RAW review row.
Workflow outline
Data ReadinessWorkflow guide
Email Domain Distribution — Slack plain text review draft
Count contacts by domain and separate invalid addresses or internal contacts for an agency audience audit. Prepare a Slack plain text review draft.
Workflow outline
Data ReadinessWorkflow guide
Email Domain Distribution — Google Sheets RAW review row
Count contacts by domain and separate invalid addresses or internal contacts for an agency audience audit. Prepare a Google Sheets RAW review row.
Workflow outline
Data ReadinessWorkflow guide
Attribution Weight Conservation — Slack plain text review draft
Check whether supplied attribution weights allocate exactly 100% of each conversion, and surface unallocated or overallocated totals. Prepare a Slack plain text review draft.
Workflow outline
Data ReadinessWorkflow guide
Attribution Weight Conservation — Google Sheets RAW review row
Check whether supplied attribution weights allocate exactly 100% of each conversion, and surface unallocated or overallocated totals. Prepare a Google Sheets RAW review row.
Workflow outline
Data ReadinessWorkflow guide
Webhook Event Identity Review — Slack plain text review draft
Separate repeated identical event IDs from conflicting repeats for manual delivery review without replaying events. Prepare a Slack plain text review draft.
Workflow outline
Data ReadinessWorkflow guide
Webhook Event Identity Review — Google Sheets RAW review row
Separate repeated identical event IDs from conflicting repeats for manual delivery review without replaying events. Prepare a Google Sheets RAW review row.
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