Service guides / AI automation
Systems & file handoffs · AI automationCRM data cleanup: systems & file handoffs
Plan how information enters and leaves the work. Start with a redacted contact export and field rules and plan a proposed deduplication list for review.
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The project in view
- Start with
- a redacted contact export and field rules.
- Proposed result
- a proposed deduplication list for review.
- A decision to resolve
- different people sharing an email address.
This is a planning example. It does not describe a completed client engagement.
Systems & file handoffs for this project
- Confirm the source format for a redacted contact export and field rules and the required delivery format for a proposed deduplication list for review.
- Carry a stable reference through each handoff so a reviewer can trace different people sharing an email address.
- Begin with a reviewed file exchange if a live integration is unnecessary. Confirm system access before promising an integration.
Questions to answer together
- Which file formats or systems must exchange information?
- Who owns access, exports and destination records?
- How will a failed handoff or superseded file be identified?
What to have at the end
A handoff specification covering formats, permissions, ownership and failure handling.
Record the decision on different people sharing an email address alongside the source material. If it is still unresolved, identify who can answer it and what work depends on the answer.
Prepare your enquiry
Use this as a starting point. Add your current process, available examples and constraints before sharing.
Send your completed brief to hello@iansamonte.com or visit the main page to discuss your project.