Service guides / AI automation
Workflow mapping · AI automationCRM data cleanup: workflow mapping
Make the steps and handoffs visible. Start with a redacted contact export and field rules and plan a proposed deduplication list for review.
Available remotely for local and international enquiries. Platform choice and final scope depend on your requirements.
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.
Workflow mapping for this project
- Start when a redacted contact export and field rules is available and approved for use.
- Create a draft of a proposed deduplication list for review, with source references attached.
- Route different people sharing an email address to the nominated reviewer before issuing the final result.
Questions to answer together
- What starts the work, and what marks it complete?
- Who reviews the intermediate result?
- Where does an exception go, and who resolves it?
What to have at the end
A sequence of steps showing inputs, decisions, handoffs and completion.
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.