ambacti
Explore workflows

CHANNEL RETENTION REVIEW · Workflow idea

Keep channels tidy without deleting messages unseen.

On a regular evening schedule, identify messages older than the team’s chosen retention period and prepare a clear review list by channel and date. Let an administrator check exclusions, records obligations, and the exact messages before approving any removal.

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
Scheduled retention review
Produces
A dated list of potentially expired messages awaiting administrator review before any deletion.
Category
Reviews & approvals

01 / The starting point

A clear request.
A useful direction.

Messages in selected team channels that are older than the configured retention period

“Identify messages older than seven days, show what is proposed for removal, and wait for an authorized administrator to approve each deletion.”
An example request · Make it specific to your team.

02 / The work

5 tasks.
One useful outcome.

Helps workspace administrators review older channel messages against a retention policy and keep deletion decisions accountable.

  1. Choose channels and retention period

    Confirm which team channels are in scope and whether the policy applies to messages older than seven days.

  2. Prepare a dated review list

    Show the channel, message date, and other necessary context for each item proposed for removal.

  3. Check exclusions and recordkeeping needs

    Have the channel owner identify important discussions, active incidents, legal holds, or records that must be kept.

  4. Approve the exact messages for removal

    Require an authorized administrator to review and explicitly approve the selected items before deleting anything.

  5. Record the outcome

    Keep a limited record of the review date, approving owner, and completed or deferred items.

03 / The result

Something useful.
Something to build on.

A dated list of potentially expired messages awaiting administrator review before any deletion.

AmbactiWorkflow folio · 5 steps

Review old channel messages before removal

Reviews & approvals · Example outcome

The handoff

A dated list of potentially expired messages awaiting administrator review before any deletion.

Keep in mind

Deleting a message may be irreversible and could remove material needed for a dispute, investigation, or recordkeeping duty. Confirm the retention policy, channels, dates, exceptions, and applicable holds; require an authorized administrator to review and approve the exact messages before removal.

04 / Make it yours

Set the brief.
Set the standard.

A few choices shape the work around your team.

Document the retention policy

Agree on the age threshold, channels covered, exceptions, and responsible policy owner.

Set a review schedule and time zone

Choose when administrators receive the review list and how overdue decisions are handled.

Define holds and exclusions

Identify how active investigations, business records, and other preservation requirements prevent deletion.

Assign deletion approvers

Name who may approve removals and how their decisions are recorded.

Put your next idea to work.

Start with your brief. Make the process your own.

Explore more workflows ↗