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Bring related information together using a shared reference.

Illustrative idea, not a published runnable template. Grunt is prelaunch; live service is paused and live provider connections and outcomes remain unverified. The steps, providers, and outcomes below describe a concept.

When the same item appears in two separate lists, match the shared identifier and bring the corresponding details into one combined view. Use your own records in place of the examples.

Explore the simulation Explore the idea

Actual availability depends on published steps, supported connections, permissions, and provider approval.

Illustrative workflow and outcome
Two related record listsSeparate lists that contain a common identifier for matching items
“Compare the lists using their agreed shared identifier and combine the details for records that refer to the same item.”
Work through the request.

Clear tasks, with review where it matters.

  1. Choose the two record lists
  2. Confirm the shared identifier
  3. Check records for usable identifiers
See all 5 tasks
A combined set of matched records with details from both lists available together for review or follow-up.

What this workflow could do

Matches records from two sources by a shared identifier and organizes their information together.

Review points proposed in this idea

The quality of the result depends on consistent identifiers in both lists. Review missing or repeated identifiers before relying on a match.

How the idea could work

Select an illustrative task to explore its proposed role. No workflow runs here.

Explore the sequenceStep 1 of 5

  1. Select the related information sources that your team wants to bring together.

Step 1 of 5

Choose the two record lists

Select the related information sources that your team wants to bring together.

Proposed setup considerations

These are planning notes for the concept, not instructions for a currently available template.

  1. 01

    Choose the information to combine

    Select two sources that describe related records and decide which details are useful in the combined view.

  2. 02

    Agree on a reliable matching value

    Choose a shared identifier that is consistently recorded in both sources.

  3. 03

    Decide how unmatched records are handled

    Choose whether records without a match are set aside, retained separately, or sent to a person for review.

  4. 04

    Test with representative examples

    Try matching, missing, and repeated identifiers and verify that the combined result is understandable.

Read the prelaunch status

Published templates and verified customer availability remain pending.

A little help with the whole task

A little less busywork.
A little more room for you.

Explore the sample experience while launch details are being finalized.

View pricing status Explore the simulation