Find an approved team document
Help a teammate locate a shared reference while preserving its intended audience.
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.
Let a person ask for a file by name in an approved chat and look up its location in a maintained file list. Match carefully when names are similar, show the proposed result to a reviewer, and share a link only after the requester’s identity and permission to access that exact file are confirmed.
Actual availability depends on published steps, supported connections, permissions, and provider approval.
“Find a likely matching file and hold its link until a person verifies the requester, file identity, and access permission.”
Clear tasks, with review where it matters.
Helps people find files from a conversational request while keeping access to the file under human review.
Similar names can lead to the wrong file, and a working link can expose private material. Keep the file list current, preserve the original file permissions, verify the requester’s identity and authorization, and require an owner to approve the exact file and recipient before sharing a link or changing access.
Select an illustrative task to explore its proposed role. No workflow runs here.
Confirm who is asking and whether the request belongs in the selected chat.
Compare the requested name with the maintained file list and show multiple or uncertain matches instead of guessing.
Have an owner check that the selected file is correct and its existing permissions are appropriate.
Check the person’s identity and authorization for that specific file before preparing a share action.
Require an authorized owner to approve the exact file and recipient before a link is sent or permission is changed.
Confirm who is asking and whether the request belongs in the selected chat.
These are planning notes for the concept, not instructions for a currently available template.
Keep file names, locations, owners, and review dates current and exclude items not eligible for lookup.
Define who may request a file and which conversations may be used to handle requests.
Ensure lookup does not grant broader access and limit who can see the file list and request history.
Name who verifies each requester and approves the exact file, recipient, and any permission change.
Published templates and verified customer availability remain pending.
Explore the sample experience while launch details are being finalized.
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