ambacti
Explore workflows

DATA QUALITY · Workflow idea

Make a practical first pass at records grouped by a selected field, proposed keeper choices, and archive candidates while leaving judgment with people.

For an authorized purpose, prepare a duplicate review with the match rule and suggested records to keep or archive. Similar values can belong to different people or legitimate records, and archiving can disrupt active work. Exclude empty or ambiguous matches, preserve recoverable copies and an audit log, inspect each proposed group, and require the data owner to approve archival. Explain personal-data use and retention, obtain required consent, respect source and reuse rights, verify important details, and keep external or consequential actions under human approval.

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
A permitted request about records grouped by a selected field, proposed keeper choices, and archive candidates is ready for review
Produces
A private records grouped by a selected field, proposed keeper choices, and archive candidates review draft with source checks, uncertainty notes, and human approval status.
Category
Reviews & approvals

01 / The starting point

A clear request.
A useful direction.

A defined purpose, authorized source material, and an accountable reviewer

“Prepare records grouped by a selected field, proposed keeper choices, and archive candidates from permitted information for a person to review before any external or consequential action.”
An example request · Make it specific to your team.

02 / The work

4 tasks.
One useful outcome.

Prepare a duplicate review with the match rule and suggested records to keep or archive.

  1. Confirm authority, purpose, and field scope

    Use only records the requester may access and include fields needed for the stated purpose.

  2. Validate matches and calculations

    Check identifiers, mappings, units, dates, duplicates, and totals against original records.

  3. Flag gaps and conflicts

    Do not turn missing, stale, estimated, or inconsistent values into verified facts.

  4. Approve changes and distribution

    Have the data owner review each live update, export, conclusion, and external share.

03 / The result

Something useful.
Something to build on.

A private records grouped by a selected field, proposed keeper choices, and archive candidates review draft with source checks, uncertainty notes, and human approval status.

AmbactiWorkflow folio · 4 steps

Review possible duplicate database records

Reviews & approvals · Example outcome

The handoff

A private records grouped by a selected field, proposed keeper choices, and archive candidates review draft with source checks, uncertainty notes, and human approval status.

Keep in mind

Similar values can belong to different people or legitimate records, and archiving can disrupt active work. Exclude empty or ambiguous matches, preserve recoverable copies and an audit log, inspect each proposed group, and require the data owner to approve archival.

04 / Make it yours

Set the brief.
Set the standard.

A few choices shape the work around your team.

Define permitted inputs and retention

Document purpose, fields, source, destination, access, and deletion timing.

Test matching and calculation rules

Check representative records, duplicates, edge cases, time periods, and exceptions.

Keep sensitive details out of broad reports

Restrict exports and include only information each approved recipient needs.

Require owner approval for live changes

Keep production updates, merges, and consequential conclusions behind human review.

Keep exploring

Review lead journey summaries

A practical guide to authorized lead records, business-domain activity, and proposed CRM timeline updates, with privacy, accuracy, rights, and human-review safeguards.

Make prior-day invoices

A practical guide to prior-day invoices, billed totals, customer rankings, and proposed internal reports, with privacy, accuracy, rights, and human-review safeguards.

Review weekly site analytics digests

A practical guide to dated traffic totals, popular pages, referral sources, and proposed email summaries, with privacy, accuracy, rights, and human-review safeguards.

Put your next idea to work.

Start with your brief. Make the process your own.

Explore more workflows ↗