# Plan an export for approved company research

Use case · Platforms · Planned API workflow

Canonical page: https://datasdk.ai/use-cases/plan-an-export-for-approved-company-research

Design an export with useful fields and clear ownership.

## Who this helps

A platform customer wants to use selected company records in its own review process.

## How to use it

1. Define who may export which customer's records.
2. Include only the fields the workflow needs and preserve uncertainty.
3. Confirm API, usage, and data handling terms before delivery.

## Illustrative example

A proposed export would contain approved company research records for one workspace.

## What to check

Export functionality is a builder concept, not a promised live Data SDK feature.

## How Data SDK fits

The full Data SDK API is coming soon. Platform and AI-agent workflows are planning examples. Confirm access, data delivery, usage, branding, and resale terms before building or selling a feature.

These are suggested workflows, not a list of built-in integrations. Use your own approved analytics, CRM, and research process where needed. Matches and fields vary. A company match does not identify a person or prove buying intent.

## Related reading

- [Tenant isolation](https://datasdk.ai/glossary/tenant-isolation): Tenant isolation keeps one customer's data and actions separate from another's.
- [Schema](https://datasdk.ai/glossary/schema): A schema describes the structure and expected fields of data.
- [Least privilege](https://datasdk.ai/glossary/least-privilege): Least privilege gives software only the access needed for its task.
- [Add company identification to a CRM product](https://datasdk.ai/use-cases/add-company-identification-to-a-crm-product): Plan a feature that puts company context beside the account record.
- [Add a branded visitor view to an agency portal](https://datasdk.ai/use-cases/add-a-branded-visitor-view-to-an-agency-portal): Plan a single branded place for clients to review visiting businesses.
- [Build a company-fit review queue](https://datasdk.ai/use-cases/build-a-company-fit-review-queue): Plan a workflow that turns records into explicit accept-or-skip decisions.

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