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Browse workflow ideas

Bring related information into one useful view.

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 information is split across lists, a shared identifier can help reveal how records relate. Combine the sets, keep only new entries, or focus on records that already appear in both.

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

Illustrative workflow and outcome
Two lists to compareSeparate record sets that need to be combined or compared using a matching rule
“Compare the lists using an agreed matching field and prepare the combined or filtered set the team needs.”
Work through the request.

Clear tasks, with review where it matters.

  1. Choose the two record sets
  2. Select a field that can match records
  3. Decide what the comparison should keep
See all 5 tasks
One organized result that reflects the chosen rule: combined records, new-only records, or matches already present in both lists.

What this workflow could do

Helps a team reconcile information from separate lists and focus on the records relevant to its next decision.

Review points proposed in this idea

Matching depends on a reliable shared identifier. Check duplicate, blank, or inconsistently formatted values so unrelated records are not treated as the same person or item.

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. Identify the lists that need to be brought together and confirm what each one represents.

Step 1 of 5

Choose the two record sets

Identify the lists that need to be brought together and confirm what each one represents.

Proposed setup considerations

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

  1. 01

    Identify the lists and their owners

    Choose the two information sets and confirm they are appropriate to compare.

  2. 02

    Agree on the matching field

    Select the shared identifier and decide how differences in spacing, case, or formatting should be handled.

  3. 03

    Choose the comparison outcome

    Specify whether the team needs a combined list, new records only, or matches already known.

  4. 04

    Review sample matches

    Check examples of matching, non-matching, and duplicate values before using the result.

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.

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