Operating ProcedureExecution layer

Data Quality Gate (Before Automation Runs)

A sequence with 5 steps: Validate required fields.

By InnovaAI Research

What are the steps?

sequence

Data Quality Gate (Before Automation Runs)

  1. 01

    Validate required fields

    Name, email/phone, source, owner, stage

  2. 02

    Normalize formats

    Phone format, country codes, capitalization rules

  3. 03

    Deduplicate

    Match by email/phone; merge strategy defined

  4. 04

    Tag and route

    ICP tags, lead source, priority scoring

  5. 05

    Fallback queue

    Incomplete leads routed to a manual review stage

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