code-tour

Automation Data Governance Skill

When to Use

• Launching new journeys requiring cross-system data sharing.
• Auditing consent/suppression logic across email/SMS/in-app.
• Investigating data quality incidents impacting automation.

Framework

1. Data Contracts – document required fields/events, owners, freshness SLAs, fallback behavior.
2. Consent & Compliance – track opt-in types, regional consent, TTL, audit trails.
3. Identity Resolution – ensure consistent IDs across product, CRM, MAP, CDP.
4. Monitoring – dashboards/alerts for data latency, schema changes, null spikes.
5. Change Management – versioning, rollback, and communication paths.

Templates

• Data requirements matrix (journey → fields/events → source → owner → SLA).
• Consent policy doc (channel, region, legal basis, suppression rules).
• Incident log + RCA template.

Tips

• Set automated kill switches when critical fields are stale or missing.
• Collaborate with security/legal on retention + privacy impact assessments.
• Align governance cadences with quarterly automation retros.

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