WorkflowPatchDocument/email review proof.
A redacted or synthetic proof for document, email, and CRM-export automation. Approved rows become review-ready artifacts with source evidence, uncertain rows wait for an owner to approve, revise, or block, and sensitive data, unapproved sources, duplicates, malformed inputs, and live actions are stopped before any destination write. No client data, credentials, browser account, CRM write, ERP write, or external send is used.
Extraction Ledger CSV
Destination Ready CSV
Human Review Queue CSV
Blocked Item Queue CSV
Error Log CSV
Sample Source Items CSV
Policy CSV
Runbook
Source Script
Approved Sources
First proof starts from redacted email, document, or CRM-export samples that are explicitly approved.
Owner Review
Low-confidence extraction, missing fields, and live-write requests become approve, revise, or block rows.
Hard Blocks
Sensitive data, unapproved sources, duplicate keys, and malformed rows are blocked or errored visibly.
| Item | Source | Destination | Decision | Why | Requested Output | Owner Gate |
|---|---|---|---|---|---|---|
| DER-1001 | CRM | accepted | Destination-ready review artifact. | Extract account name, issue category, and urgency. | Inspect evidence, then approve destination write. | |
| DER-1006 | CRM | review | Live write or external send requires approval. | Extract issue category and update live CRM. | Approve, revise, or block. No live write occurs. | |
| DER-1004 | CRM | blocked | Sensitive customer or client data present. | Extract customer complaint and draft response. | Replace with redacted source or keep blocked. | |
| DER-1010 | CRM | error | Missing required source label. | Extract issue category. | Fix the source row before it can enter review. |