WorkflowPatchClient insight review proof.
A synthetic proof for agency reporting workflows. It turns approved redacted report exports into an opportunity ledger, strategist review queue, draft-only client insight rows, exceptions, blocked rows, and hard errors before any live client data, ad account, CRM account, dashboard write, external send, or marketing-strategy ownership.
Opportunity Ledger CSV
Strategist Review Queue CSV
Draft Queue CSV
Exception Queue CSV
Blocked Insight Queue CSV
Error Log CSV
Sample Report Export CSV
Insight Policy CSV
Runbook
Source Script
Approved Export
Only redacted report rows can enter the first proof. No live client data.
Opportunity Ledger
Report rows get revenue deltas, ROAS, evidence links, and review decisions.
Strategist Review
Opportunity candidates become internal review rows before client use.
Visible Holds
Date range gaps, stale campaigns, weak evidence, duplicate rows, and live data stay blocked.
| Input | State | Decision | Output | Boundary |
|---|---|---|---|---|
| Paid search report export | evidence present | opportunity_candidate | Opportunity ledger and draft queue | Internal review only. |
| Paid social spend mismatch | exception | spend_revenue_mismatch | Exception queue | No unsupported recommendation. |
| Live dashboard row | blocked | live_client_data_scope | Blocked insight queue | No live account access. |
| Missing client reference | error | missing_required_insight_field | Error log | No silent client-ready draft. |