Chapters
- 01 · Choose the Level of Automation
- 02 · Respect Permissions, Consent, and Ownership
- 03 · Preview Before Changing Important Data
- 04 · Decide Where People Approve
- 05 · Add Volume, Spend, and Time Limits
- 06 · Plan for Stop, Undo, and Recovery
- 07 · Test Unsafe Requests
- 08 · Capstone: Approve a Safe Automation Plan
12 min · Interactive exercise
Preview Before Changing Important Data
Define what a preview has to show to be worth anything. A count is not a preview.
Preview is the cheapest control in this guide and the most commonly faked.
A screen that says “this will affect 1,412 records” is not a preview. It is a count. The person looking at it has no way to tell whether the population is right, and the population is the thing that is usually wrong.
Three things a preview must show
The population, defined. Not the number, the definition. Which records, by what rule, so the reader can disagree with the rule.
The actual before and after. For a sample, and for the specific fields that will change. A preview that shows what will be written but not what is currently there cannot surface the case that matters, which is the record where the new value is worse than the old one.
The count, by category. Not one total. How many will be added, how many removed, how many are blocked by a gate and why, and how many are already correct and will not be touched. That last number is the one that tells you whether the operation is doing what you think, because for a correctly scoped operation it is never zero.
The button that fixes something is an action
The remediation button, the one that repairs a problem the system found, is itself an action with a blast radius. It needs to be idempotent, so pressing it twice does not do it twice. It needs to be permission-checked, because the person looking at the problem is not always entitled to fix it. And it needs its own audit entry, separate from the thing it repaired.
A fix-it button that skips those is how a data-quality tool becomes a data-quality incident.
GTM Lab
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Make the preview worth looking at
The screen above told somebody a number and they approved it. Decide which actions need a preview, then decide what one has to show.
Fixture: count-is-not-a-preview
A preview nobody could disagree with
FIXTURE-COUNT-IS-NOT-A-PREVIEW- What the screen showed
- "This will affect 1,412 records"
- Population rule shown
- No
- Before and after shown
- No
- Records already correct
- Zero, which is never true for a correct scope
- What went wrong
- The filter, and it was visible in one number nobody displayed