Outcome. New companies missing a domain or an industry value are flagged and routed to a cleanup queue instead of sitting incomplete through their first reporting cycle.
Workflow map
Enrollment, branches and actions at a glance
data-quality-009
flowchart TD
A[Company created] --> B{Domain and industry present?}
B -->|both missing| C[Flag: Missing domain and industry + list + task]
B -->|domain only| D[Flag: Missing industry + list]
B -->|industry only| E[Flag: Missing domain + list]
B -->|both present| F[Flag: Complete]
When to use it, when not to
- UseUse it when reps create company records manually and skip fields that later reporting and segmentation rely on.
- UseUse it when import processes bypass form validation and create sparse company records.
- SkipDo not use it expecting it to block record creation. Workflows react after a record exists; they cannot prevent creation. For hard blocking, enforce required properties at the point of creation in your CRM's record-creation settings where supported (check in your portal: whether a company-create required-property enforcement exists outside forms in the current UI).
- SkipDo not use it for revenue or employee count completeness. That is a broader completeness check, see data-quality-022 for a scored version across several fields at once.
The preview ends here. Six sections are in the library.
counted, not blurred
PrerequisitesEvery property with its label, internal name, type and options, plus the assets the workflow needs before you start.4 items
EnrollmentThe trigger, the criteria exactly as they are ticked in the UI, the re-enrollment rule and the suppression list.4 parts
StepsEach action in order with its parameters, its branches and its delays, written as you tick them.9 numbered actions
Known pitfallsTraps seen in production, each with what breaks and what to do instead.4 pitfalls
Test plan, variants and build specHow to prove it works in a test portal, where to look when it does not, the variants for other objects or tiers, and the YAML build spec.3 variants, 3 sections
FilesThe properties JSON creates the fields in one API call, the workflow JSON documents the build.PDF, Markdown, JSON
Install1 click. The installer creates the properties this spec declares and the workflow itself, switched off, then opens a task for the prerequisites that are assets rather than properties, such as a team, a static list or a marketing email. What it created is listed on the install page.1 click, switched off
Unlock the full library,
149 EUR
or the data quality pack, 39 EUR
One-time, excl. VAT. 30-day refund, no questions asked. Founding prices until 31 October, then 199 and 59 EUR. Includes every spec added later, up to the full 500, and the one-click installer on the full library. Building on client portals? The agency licence at 449 EUR covers unlimited client portals.
