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Review gate for bulk updates

Pauses mass field changes, merges, or deletes above a set size for human review before execution. The recipe creates the approval gate and routes the queued change to a reviewer.

Authored by Sid Chaudhary

Founder & CEO at Intempt

Agentic workflow

Coming soon

9 steps Blu runs end to end. It drafts a plan and nothing runs until you approve it.

  1. 1

    Gate the mass changes

    Coming soon

    Blu builds a step

  2. 2

    Accept the operation

    Coming soon

    Blu builds a step

  3. 3

    Build a sample of the diff

    Coming soon

    Blu builds a step

  4. 4

    Rate how risky it is

    Coming soon

    Blu builds a step

  5. 5

    Put the diff to a human

    Coming soon

    Blu builds a step

  6. 6

    Wait for the decision

    Coming soon

    Blu builds a step

  7. 7

    Apply all, some or nothing

    Coming soon

    Blu builds a step

  8. 8

    Run it and keep the receipts

    Coming soon

    Blu builds a step

  9. 9

    Publish and watch rollbacks

    Coming soon

    Blu builds a step

About this recipe

When to use it

Every RevOps team has a story about a mass update that went wrong. This puts a diff preview and partial-approval step in front of any update over a threshold, so the blast radius is visible before it's live.

What it delivers

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.

How you prompt this

Describe the outcome in your own words and Blu Agent maps it to this recipe, or run it by name. It drafts a plan first and nothing runs until you approve it.

Tell Blu Agent what you want

“Pauses mass field changes, merges, or deletes above a set size for human review before execution. The recipe creates the approval gate and routes the queued change to a reviewer.”

recipe.md preview

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Inputs & outputs

What the recipe needs before it runs, and what it leaves in your workspace.

Inputs

  1. Nothing declared beyond an Intempt workspace. Blu asks for anything else it needs as it goes.

Outputs

    How the recipe runs

    Blu follows the steps in order and shows you each one before anything goes live.

    1. 01Gate the mass changesCreate a workflow 'Bulk update review gate' that intercepts mass-change operations (record-merge suggestions, segment moves, field updates affecting >threshold records) and requires human review with diff preview before applying. Goal: prevent the 'mass update broke everything' moment that haunts every RevOps team.
    2. 02Accept the operationConfigure webhook trigger called by other workflows or manual operations. Payload: operation_type (field_update / record_merge / segment_move / mass_delete), record_count (must be > configurable threshold to trigger review), diff_preview (sample of before/after for first 10 records), originator (who or what initiated). Use the result of "Gate the mass changes".
    3. 03Build a sample of the diffThis step builds a workflow. Configure loop step that iterates over the first 20 records in the bulk operation to build a representative diff preview. For each: show current value to proposed value. This lets the reviewer eyeball a sample rather than reviewing all 500-5000 records. Use the result of "Gate the mass changes", "Accept the operation".
    4. 04Rate how risky it isThis step builds a workflow. Configure AI step that assesses the bulk operation risk based on: scope (record count), change magnitude (small field tweak vs. status reset), data sensitivity (PII / financial / lifecycle stage), reversibility (can this be undone?), and historical precedent (have similar bulk ops gone wrong?). Output: risk_score (low/medium/high/critical) + specific concerns to highlight to reviewer. Use the result of "Gate the mass changes", "Build a sample of the diff".
    5. 05Put the diff to a humanThis step builds a workflow. Configure Slack step that posts a rich review card to #revops-bulk-reviews: operation summary, record count, risk score, diff preview (sample), specific concerns flagged by AI. Interactive buttons: Approve All / Approve Sample Only / Reject. For critical-risk operations, additionally require manual @mention of RevOps lead. Use the result of "Gate the mass changes", "Rate how risky it is", "Build a sample of the diff".
    6. 06Wait for the decisionThis step builds a workflow. Configure wait-until step: pause until approval decision received. Timeout: 24 hours for normal ops, 4 hours for high-risk (high-risk should not sit overnight). On timeout: default-reject + escalate to RevOps lead. Use the result of "Gate the mass changes", "Put the diff to a human".
    7. 07Apply all, some or nothingThis step builds a workflow. Multi-split: APPROVE-ALL to execute on all records; APPROVE-SAMPLE to execute only on the 20 sample records, hold the rest for further review (most cautious option); REJECT to archive operation + notify originator with reason; TIMEOUT to treated as reject + escalation. Each branch routes accordingly. Use the result of "Gate the mass changes", "Wait for the decision".
    8. 08Run it and keep the receiptsConfigure execution step that calls back to the originator workflow with the approval scope (all / sample-only). Logs: operation executed at [time], approver [name], scope [count], originator [workflow]. Full audit trail. Includes rollback metadata (snapshot of pre-change values) so a mass-revert is possible if needed within 24 hours. Use the result of "Gate the mass changes", "Apply all, some or nothing".
    9. 09Publish and watch rollbacksThis step builds a workflow. Validate and publish. Monitor: bulk-op volume per week, approval-rate distribution (high rejection rate = upstream sources making bad suggestions), avg time-to-decision, post-execution rollback rate (the chart that proves the review gate's value: typically <2% with review, 10%+ without). Use the result of "Gate the mass changes", "Run it and keep the receipts".

    Install Intempt and run it

    1. 1

      Sign up

      Create a free Intempt workspace.

    2. 2

      Connect your data

      Add the sources this recipe reads from.

    3. 3

      Ask Blu

      Type /bulk-update-review-workflow in Blu once this recipe is live there.

    4. 4

      Review and approve

      Blu builds each step and waits for your OK before anything goes live.

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