Skip to content
Explore the preview
Browse workflow ideas

Clear out old files without deleting something your team still needs.

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.

Review files in a designated storage location and identify items older than 14 days for possible cleanup. Prepare a list with file names and dates so an owner can check retention requirements, business need, and recovery options. Do not delete anything until the authorized owner approves the exact file list; approve the completion notice and its recipients before sending it.

Explore the simulation Explore the idea

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

Illustrative workflow and outcome
A scheduled retention review is dueFiles in a designated storage folder that may be past their 14-day retention window
“Identify older files and prepare a review list, with explicit approval before deletion or notification.”
Work through the request.

Clear tasks, with review where it matters.

  1. Review the designated storage area
  2. Identify files older than 14 days
  3. Check retention and recovery needs
See all 5 tasks
A dated list of files eligible for review, approved cleanup status, and a completion notice awaiting review.

What this workflow could do

Helps teams manage temporary files and storage while keeping a person responsible for retention and deletion decisions.

Review points proposed in this idea

A file’s age alone does not establish that it is safe to remove; it may be subject to a hold, needed for work, or difficult to recover. Check ownership, retention duties, backups, and recovery options, require approval of each exact file before deletion, and approve the completion message before it is sent.

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. Confirm the folder and scope of the retention review before considering any files for cleanup.

Step 1 of 5

Review the designated storage area

Confirm the folder and scope of the retention review before considering any files for cleanup.

Proposed setup considerations

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

  1. 01

    Define the folder and age threshold

    Choose a dedicated storage area and confirm whether a 14-day limit fits the files kept there.

  2. 02

    Set retention and exception rules

    Document holds, ownership checks, files that must be kept, and how unclear cases are handled.

  3. 03

    Confirm backup and recovery practices

    Make sure a responsible owner understands whether deleted files can be restored and for how long.

  4. 04

    Assign cleanup and message approvers

    Name who approves the exact deletion list and who reviews the completion notice and recipients.

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