The Workflow Library

Library / Data quality / data-quality-026

Company size bucket property from employee count

Data qualityCompanyData Hub ProfessionalIntermediate~20 min to buildFull spec

Outcome. Every company with a known employee count gets sorted into one of a handful of standard size buckets, so segmentation and reporting group accounts consistently instead of everyone picking their own number ranges in each report.

Workflow map Enrollment, branches and actions at a glance data-quality-026
flowchart TD
    A[Number of employees known or changed] --> B{Employee count range}
    B -->|<= 10| C[Bucket: 1-10]
    B -->|<= 50| D[Bucket: 11-50]
    B -->|<= 200| E[Bucket: 51-200]
    B -->|<= 1000| F[Bucket: 201-1000]
    B -->|> 1000| G[Bucket: 1000+]
action or delay branch public on every spec, paid or not

When to use it, when not to

  • UseUse it when reports, lists, or lead routing need to group companies by size bucket, such as "SMB", "Mid-market", "Enterprise", rather than filtering on a raw number every time.
  • UseUse it once your team has agreed on the actual bucket boundaries; building this before that conversation just encodes someone's guess.
  • SkipDo not use it if Number of employees is rarely populated on your company records; a bucket built on mostly-blank data adds a property without adding real segmentation value. Consider data-quality-023's enrichment fallback pattern first.
  • SkipDo not use it as a replacement for the raw Number of employees value in reports that need precision; keep both properties, the bucket is a convenience layer on top.
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.3 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.6 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, and the custom coded action ships as a ready-to-paste .js file.PDF, Markdown, JSON, code
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
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