MESSAGE RETENTION REVIEW · Workflow idea

See exactly what would be removed before you confirm cleanup.

Search an authorized workspace for messages that match a specific term or phrase, then prepare a count and preview for the requester. Show the channel, author, date, and matching text needed to identify each result, and require an authorized person to confirm the exact selection before deletion; provide a clear cancellation path and record the outcome.

A Roman aqueduct taking shape from architectural sketch to marble.
A little structure. A clearer outcome.
Starts with
An authorized user requests message cleanup
Produces
A time-limited cleanup proposal with matching messages, count, scope, and confirmation status.
Category
Reviews & approvals

01 / The starting point

A clear request.
A useful direction.

A verified workspace member’s search term and stated retention purpose

“Find candidate messages and present a limited preview without deleting anything until the exact selection is confirmed.”
An example request · Make it specific to your team.

02 / The work

5 tasks.
One useful outcome.

Helps workspace owners review a narrow set of old or unwanted messages before deciding whether to remove them.

  1. Verify the requester and cleanup purpose

    Confirm workspace authority and check whether the messages are subject to a retention hold.

  2. Search only the approved scope

    Apply the requested phrase, channels, and date range without broadening the search unexpectedly.

  3. Show a preview and exact count

    Let the requester inspect the candidate messages and understand that removal may be permanent.

  4. Allow correction, cancellation, or expiry

    Keep the proposal time-limited and make it easy to cancel or refine before action.

  5. Confirm and audit the exact deletion

    Require an authorized person to approve the final selection and record what was removed.

03 / The result

Something useful.
Something to build on.

A time-limited cleanup proposal with matching messages, count, scope, and confirmation status.

AmbactiWorkflow folio · 5 steps

Review bulk message deletions

Reviews & approvals · Example outcome

The handoff

A time-limited cleanup proposal with matching messages, count, scope, and confirmation status.

Keep in mind

Bulk deletion can permanently remove records needed for business, legal, or safety reasons. Verify requester authority and retention policies, show the complete intended scope, exclude protected channels and messages as required, and require a second explicit confirmation before any irreversible deletion.

04 / Make it yours

Set the brief.
Set the standard.

A few choices shape the work around your team.

Define authorized users and channels

Limit cleanup requests to named roles and exclude protected or regulated conversations.

Set search and preview requirements

Show enough context to identify each message and make selection boundaries clear.

Check retention and legal holds

Block removal where records must be retained or reviewed by an administrator.

Require confirmation and maintain an audit trail

Use an expiring confirmation and record requester, scope, approval, and result.

Put your next idea to work.

Start with your brief. Make the process your own.

Explore more workflows ↗