Before you start
Change history is recorded going forward only. There is no backfill. A workspace that just turned this on has no history until records start changing, so a step that looks back 90 days will return nothing on day one and fill in from there. If a step comes back empty, this is usually why. Only accounts and deals are history-tracked. Other object types have no change history to read.Build it
- Add a Find Record Changes step anywhere after the trigger.
- Choose the object type, Account or Deal.
- Pick the records: describe them in plain language with AI, or select them precisely with Logic conditions, a list of record IDs, or external IDs. Set one, not several.
- Set how many records to select, between 1 and 100.
- Optionally narrow what comes back: a time period, a single field, and a per-record changes limit.
Field reference
Using the results
The step returns one row per change, and each row carries:
Reference the rows as
{{<step-id>.changes}}, feed that into a loop to act on each change. Two more values come with it: {{<step-id>.count}}, the number of changes returned, and {{<step-id>.truncated}}, which is true when a limit dropped rows. Check truncated before you describe a result as complete; if it’s true, raise the changes limit or narrow the period.
In practice
A Monday-morning schedule selects every open deal closing this quarter, then a Find Record Changes step scoped to the close date field over the last 30 days pulls every date move. A loop posts one Slack line per slip: deal, old date, new date, who moved it. Nobody has to open a report to see which dates are drifting.Beyond workflows
The same change history is available from Claude or ChatGPT through thefind_record_changes tool on the Clearskies MCP server, so you can ask what moved on an account in conversation instead of building a workflow for it.
Related
- Find & filter records, the same record selection, returning current records instead of changes
- Loops, act on every change the step returned
- Workflows overview, how steps fit together in a run