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Collaboration features help teams build, run, review, and maintain extraction tasks together. They are useful when multiple people need access to tasks, exported data, or recurring workflows. Use collaboration workflows when data collection is part of a shared business process rather than an individual one-off task.

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What teams collaborate on

Teams commonly collaborate on:
  • Task building and review
  • Template or workflow reuse
  • Cloud runs and schedules
  • Export destinations
  • Data quality checks
  • Troubleshooting failed runs
  • Documentation for task ownership and maintenance

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Typical team workflow

1

Create the task

A builder creates the workflow, selects fields, and configures run settings.
2

Review sample output

A reviewer checks whether the fields, records, and export format meet the team’s needs.
3

Set ownership

Assign responsibility for monitoring, updating, and troubleshooting the task.
4

Automate runs or exports

Configure schedules and destinations if the workflow needs recurring delivery.
5

Monitor and improve

Use logs, run history, and output checks to keep the task reliable over time.

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Best practices

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Collaboration roles

A team workflow may involve:
  • A task builder who configures extraction logic
  • A reviewer who validates output quality
  • An operator who monitors schedules and runs
  • A data owner who manages downstream use
  • An admin who manages account, access, and billing settings
The exact collaboration and permission options depend on your Octoparse plan and account setup.