What it does
Pauses mass field updates, record merges, or segment moves over a set threshold for human review - shows a diff preview and allows partial approval to a subset before anything executes.
You get
a reviewed
diff-previewed mass update instead of an unchecked one
How it works
Gate the mass changes
Create WorkflowSits in front of mass operations: field updates, record merges, segment moves and deletes touching more records than the number you set. Nothing runs until someone has seen the diff.
Accept the operation
configure_webhook_stepA webhook that other workflows or manual operations call, carrying the kind of operation, how many records it touches, a before and after sample of the first ten, and who started it.
Build a sample of the diff
configure_loop_stepWalks the first 20 records and shows the current value against the proposed one, so a reviewer can eyeball a sample instead of reading thousands of rows.
Rate how risky it is
configure_ai_research_stepScored low, medium, high or critical on how many records are involved, how big the change is, whether the data is personal or financial, whether it can be undone, and whether operations like it have gone wrong before, with the specific concerns spelled out.
Put the diff to a human
configure_slack_stepA review card in the RevOps channel with the summary, the record count, the risk score, the sample diff and the flagged concerns, plus approve all, approve the sample only, or reject. Critical operations also need the RevOps lead named.
Wait for the decision
configure_workflow_wait_until_stepPaused until someone answers: 24 hours for a normal operation, 4 for a high risk one, which should never sit overnight. A timeout rejects it and escalates to the RevOps lead.
Apply all, some or nothing
configure_workflow_multi_split_stepApprove all runs on every record. Approve the sample runs on the 20 shown and holds the rest back. Reject archives the operation and tells whoever asked why. A timeout counts as a rejection plus an escalation.
Run it and keep the receipts
configure_webhook_stepCalls back to the originating workflow with the approved scope and logs the time, the approver, the record count and the origin, along with a snapshot of the previous values so the whole thing can be reversed within 24 hours.
Publish and watch rollbacks
publish_workflowValidated and published, with bulk operations per week, the approval rate, which flags a source making bad suggestions, the average time to a decision, and the rollback rate after execution, typically under 2% with the gate and over 10% without.
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