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See what matches, what is missing, and what needs a closer look.

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.

Provide two lists and choose a field that can identify corresponding records, such as a business ID or domain. Organize shared and one-sided entries, keep the source lists available, and ask a record owner to resolve duplicates or conflicts before merging, deleting, or updating data.

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

Illustrative workflow and outcome
Two record lists are ready to compareLists the requester is authorized to use and a deliberate comparison key
“Identify matching and unmatched items without changing either source list automatically.”
Work through the request.

Clear tasks, with review where it matters.

  1. Confirm list ownership and purpose
  2. Choose a suitable comparison key
  3. Compare common and unique records
See all 5 tasks
A comparison showing common records and items unique to each list with source context.

What this workflow could do

Helps teams reconcile information from two systems or files before deciding what needs to change.

Review points proposed in this idea

A poor comparison key can match different people or miss genuine duplicates, especially when contact data is inaccurate. Choose a stable and appropriate identifier, protect sensitive fields, inspect ambiguous matches, and require a data owner to approve all merges or updates.

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. Check that both inputs may be used for the requested reconciliation.

Step 1 of 5

Confirm list ownership and purpose

Check that both inputs may be used for the requested reconciliation.

Proposed setup considerations

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

  1. 01

    Define eligible source lists and fields

    Choose inputs and comparison keys appropriate to the data purpose.

  2. 02

    Set duplicate and missing-value rules

    Specify how uncertain, blank, and repeated keys appear in results.

  3. 03

    Protect sensitive record details

    Limit fields in reports and restrict access to authorized reviewers.

  4. 04

    Assign a data-change owner

    Name who can approve any merge or update after manual verification.

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