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Copy Approved Records
Copy valid records between database tables and reconcile each run
Use this Agent instantly or customize it - no programming needed
- approved rowsapproved rows
Your approved rows include source IDs and the values needed in the target table.
- copy rulescopy rules
Your chosen status, field mapping, and required fields determine which rows can move.
- existing source IDsexisting source IDs
Your target table's source IDs show which approved rows are already there.
Your source database table supplies approved rows with their IDs and fields needed for copying.
Your target database table holds copied rows and the dated reconciliation reports you review.
- copied recordscopied records
Your target table gains valid new rows with their source IDs.
- reconciliation reportreconciliation report
Your dated report shows transfer counts and identifies rows that need correction or retry.
This Agent reads approved source rows at your chosen workday time. It checks required fields and target IDs, then copies eligible rows. You get a dated report showing transfers and rows needing attention.
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NotionUsed as:
- Source database table
Notion supplies approved rows with their IDs and fields needed for copying.
AirtableUsed as:
- Source database table
Airtable supplies approved rows with their IDs and fields needed for copying.
- Target database table
Airtable holds copied rows and the dated reconciliation reports you review.
monday.comUsed as:
- Source database table
monday.com supplies approved rows with their IDs and fields needed for copying.
- Target database table
monday.com holds copied rows and the dated reconciliation reports you review.
Microsoft SharePointUsed as:
- Source database table
Microsoft SharePoint supplies approved rows with their IDs and fields needed for copying.
Microsoft Office 365Used as:
- Source database table
Microsoft Office 365 supplies approved rows with their IDs and fields needed for copying.
- Target database table
Microsoft Office 365 holds copied rows and the dated reconciliation reports you review.
Google BigQueryUsed as:
- Source database table
Google BigQuery supplies approved rows with their IDs and fields needed for copying.
- Target database table
Google BigQuery holds copied rows and the dated reconciliation reports you review.
MySQLUsed as:
- Source database table
MySQL supplies approved rows with their IDs and fields needed for copying.
- Target database table
MySQL holds copied rows and the dated reconciliation reports you review.
PostgreSQLUsed as:
- Source database table
PostgreSQL supplies approved rows with their IDs and fields needed for copying.
- Target database table
PostgreSQL holds copied rows and the dated reconciliation reports you review.
Firebase / FirestoreUsed as:
- Source database table
Firebase / Firestore supplies approved rows with their IDs and fields needed for copying.
- Target database table
Firebase / Firestore holds copied rows and the dated reconciliation reports you review.
SQL ServerUsed as:
- Source database table
SQL Server supplies approved rows with their IDs and fields needed for copying.
- Target database table
SQL Server holds copied rows and the dated reconciliation reports you review.
KintoneUsed as:
- Source database table
Kintone supplies approved rows with their IDs and fields needed for copying.
- Target database table
Kintone holds copied rows and the dated reconciliation reports you review.
Made for your industry
Copy Approved Records is made for businesses in these industries.
- Financial Services
Copy approved account records and report gaps in the transfer.
Show all Agents for the Financial Services industry - Healthcare
Transfer approved patient records and flag missing required details.
Show all Agents for the Healthcare industry - Government
Copy approved case records and reconcile rows that did not transfer.
Show all Agents for the Government industry - Insurance
Move approved policy records and log rows needing correction.
Show all Agents for the Insurance industry
Made for your role
Copy Approved Records is made for people in these roles.
- Data Operations Manager
Track approved records copied and see which rows need attention.
Show all Agents for the Data Operations Manager role - Data Coordinator
Find approved rows with missing fields in each transfer report.
Show all Agents for the Data Coordinator role - Data Engineer
Move valid approved rows between tables without duplicate source IDs.
Show all Agents for the Data Engineer role
Made for your department
Copy Approved Records is made for people in these departments.
- Data Analytics
Bring approved records into the target table and report rejected rows.
Show all Agents for the Data Analytics department - Data Operations
Copy approved records each workday and reconcile transfer exceptions.
Show all Agents for the Data Operations department - Master Data Management
Keep approved records in the target table and flag invalid source rows.
Show all Agents for the Master Data Management department
How Copy Approved Records works
5 steps, in order, on every run.
-
Read Approved RowsRead source rows with your chosen approval status. Include their IDs and mapped fields.
-
Check Fields and IDsCheck required fields and source IDs. Set aside invalid rows and IDs already in the target.
-
Copy Eligible RowsInsert valid rows with new source IDs into the target table. Skip any duplicate found during insertion.
-
Reconcile the RunCount each outcome from the source rows and insert results. List rows that need attention with reasons.
-
Save the ReportSave a dated reconciliation report in your target database. Include counts and reasons for rows needing attention.
How to Get Started
Connect the tools you already use, such as Notion, Airtable or monday.com.
11 tools
- Choose the source table, its approved status value, and its stable source ID column.
- Choose the target table, map source columns to target columns, and list the fields required before a row can be copied.
- Add a unique source ID column to the target table and a reconciliation table in the target database for dated run reports.
- Choose the workday check time and time zone, and give the Agent read access to the source and read and insert access to the target tables.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Copy Approved Records:
Yes. You choose the source and target tables, the approval status, and the fields to copy. Set a unique source ID and a report table in the target database.
The report lists missing fields so your team can fix those rows. Existing IDs count as present; the target rows stay unchanged.
Your dated report shows transfer counts and IDs for rows needing attention. A source read or report save failure marks the run incomplete.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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