What it does
Apply the same change across a set of records — change a stage, reassign an owner, correct a field, drop a note on each — described in plain language instead of clicking record by record.
Example prompts
"Assign every unowned deal in the Phoning - Inbound group to Julien."
"Add a 'Q3 outreach' note to everyone in Leads I haven't contacted in 60 days."
What happens
Your agent finds the matching records, resolves field values, owners, and group IDs from your workspace, and applies the update to each in sequence — reporting what changed and what it skipped.
Tools used
get_workspace_schema→search_people/search_objectupdate_person/update_objectcreate_note
