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Bring separate records together without losing where they came from.

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.

Gather selected information from two databases and prepare a unified view for analysis. Keep each record’s source and matching context visible so a data owner can check mismatches, missing values, and permissions before relying on the result or changing any source data.

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

Illustrative workflow and outcome
Combined data requestA request to review related records held in two approved data sources
“Gather the selected records, align them using an agreed shared identifier, flag unmatched or conflicting values, and prepare a combined result for human review.”
Work through the request.

Clear tasks, with review where it matters.

  1. Define the question and record scope
  2. Gather records from each approved source
  3. Align records using a shared identifier
See all 5 tasks
A unified, source-labeled view of the selected records, with uncertain matches and differences called out for a data owner.

What this workflow could do

Helps an analyst compare related information maintained in separate databases and review it as one organized result.

Review points proposed in this idea

Records can be stale, incomplete, or incorrectly matched, and combined information may be sensitive. Use read-only access for review, preserve source lineage, restrict the result to authorized people, and require human approval before any source record is changed or the findings are used for consequential decisions.

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. Agree which tables, date range, fields, and business question belong in the combined review.

Step 1 of 5

Define the question and record scope

Agree which tables, date range, fields, and business question belong in the combined review.

Proposed setup considerations

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

  1. 01

    Select approved data sources and fields

    Choose the two sources and limit the review to fields needed for the agreed question.

  2. 02

    Document matching and time rules

    Define the shared identifier, date range, treatment of duplicates, and how differently timed records should be compared.

  3. 03

    Set access and review ownership

    Use the least access needed, restrict the combined result, and name a data owner who can resolve conflicts.

  4. 04

    Test matching and exception cases

    Compare known matches, missing records, conflicting values, and duplicate identifiers; confirm the review result does not change source data.

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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