ambacti
Explore workflows

ORGANIZATION RECORD INTAKE · Workflow idea

Add a new organization without creating avoidable duplicates.

Gather an organization’s name and web domain, then check that they refer to the intended company. Have a person verify the details and approve creation before adding it to Affinity.

Make it yours See how it works ↓
A Roman aqueduct taking shape from architectural sketch to marble.
A little structure. A clearer outcome.
Starts with
Organization details
Produces
An organization record created after approval, or a held request when the name or domain is uncertain or a matching record may already exist.
Category
Reviews & approvals

01 / The starting point

A clear request.
A useful direction.

An organization name and its website domain

“Prepare an organization record from the supplied name and domain, and create it only after a person verifies the match, checks for an existing organization, and approves the addition.”
An example request · Make it specific to your team.

02 / The work

6 tasks.
One useful outcome.

Turns an organization name and domain into a proposed Affinity record for a person to verify before creation.

  1. Collect the organization name and domain

    Gather the name and website domain that identify the organization to be added.

  2. Verify the organization details

    Check that the domain belongs to the intended organization and that the name is clear enough to distinguish it.

  3. Check for an existing organization

    Ask a reviewer to look for a matching organization before preparing a new record.

  4. Review the proposed record

    Show the organization name and domain together, along with any relevant context, for confirmation.

  5. Create only the approved organization

    Add the record after an authorized person approves the details and confirms that it is not an avoidable duplicate.

  6. Confirm the record outcome

    Report whether the organization was added or remains held for clarification.

03 / The result

Something useful.
Something to build on.

An organization record created after approval, or a held request when the name or domain is uncertain or a matching record may already exist.

AmbactiWorkflow folio · 6 steps

Create reviewed Affinity organizations

Reviews & approvals · Example outcome

The handoff

An organization record created after approval, or a held request when the name or domain is uncertain or a matching record may already exist.

Keep in mind

Creating an organization changes a shared relationship database. Check the organization identity and domain, look for a possible existing record, and get approval before adding it.

04 / Make it yours

Set the brief.
Set the standard.

A few choices shape the work around your team.

Choose the required organization details

Decide which name and domain details are necessary to identify a new organization.

Set organization matching guidance

Define how reviewers handle alternate domains, subsidiaries, name variations, and possible existing records.

Assign creation approval

Name the person who verifies the organization and approves additions to the shared relationship database.

Test common identity edge cases

Review an exact match, a name variation, a missing domain, and a possible subsidiary before using the process.

Put your next idea to work.

Start with your brief. Make the process your own.

Explore more workflows ↗