Data sources: The records and coverage to inspect. Check rules: Expected dates, coverage, and freshness thresholds. Review schedule: When checks run and who handles the exceptions.
Who uses it
Data owner + business operations lead
The workflow
From data checks to a focused investigation.
Teams need to know when a report rests on incomplete or stale data. A scheduled review can surface the records and sources that need attention so owners can investigate before relying on the result.
01
Your team
Define the checks and schedule
Choose the sources, expected coverage, freshness rules, and people responsible for follow-up.
Starts with: a defined check and schedule.
02
AI assistance
Check the supplied data
Review dates, source coverage, and data freshness against the agreed checks.
Produces: check results by source or record.
03
AI assistance
Prepare the exception report
Group unexpected dates, missing coverage, and stale records with supporting detail.
Produces: a focused alert and exception list.
04
Human decision
Decide what needs intervention
The data owner checks the findings, prioritizes the issues, and determines the corrective action.
People decide: investigation priority and corrective action.
05
Your team
Track the investigation
Record the owners and follow-up required. Use later checks to review whether the issue remains.
Produces: an owned investigation list.
The workflow flags issues. Changes to source data require a separate authorized action.
What comes out
A data-quality alert and investigation list
Quality report
A summary of the checks performed.
Exception details
Missing, stale, or unexpected records to investigate.
Follow-up list
Owners and next actions for resolution.
Explore related workflows
Monitor campaign delivery and prepare recovery options
Spot delivery shortfalls and prepare practical recovery options for the account and operations team to review.
People decide: recovery changes and client commitments.
