Cleanup · Safety

Bulk cleanup checklist

Bulk work should feel boring in the best way: scoped, reviewed, approved, and easy to explain later.

Define the exact scope

  • Filter to the smallest useful set of sheets or rows.
  • Export the candidate list before making changes.
  • Remove anything with unclear ownership or business purpose.

Get owner approval

Use the export as the approval artifact. Ask the owner what should change, what should stay untouched, and when the change should happen.

Use confirmation deliberately

  • Read the confirmation prompt instead of treating it as a formality.
  • Stop if the count or scope does not match your approved list.
  • Run a smaller batch first when the workflow is new.

Keep the record

Save the before export, note the approval source, and review CrystalSlate Activity after an approved write workflow.