--- title: Bulk actions with Hermes id: hermes.bulk-work description: "Ask Hermes for a bulk action such as recording payment on every unpaid invoice, and approve its preview before Hermes changes anything." lastUpdated: 2026-10-16 order: 25 --- Who can do this: anyone in the organisation, on the Early Access plan. ## What it does Hermes runs the bulk actions on orders, contacts, an organisation's locations and their linked contacts, items, locations, tasks and boards. Ask in plain words, such as "record full payment on every unpaid invoice from March" or "tag these five contacts as wholesale". Hermes picks the records with the filters the list offers, or takes the ones you name. A filter can also exclude records, such as every unpaid invoice except one customer's. Hermes changes nothing until you approve. It checks every record against the rules its page uses. A card under its reply then shows how many records will change and why Hermes skips the rest. For a send, the card also names who the emails go to and how many others get one. Select the card's confirm button, such as Mark 3 Quotes as Won, or reply yes in your next message, to run the change. Cancel drops it. A change that deletes, cancels or unlinks records has a red confirm button. Its Cancel button reads Keep and the kind of record, such as Keep Quotes. Over 25 records, the card asks you to type the count first. You confirm such a change on the card, and Hermes refuses a reply of yes for it. A link such as Open in Quotes opens the list the records are on. While the change runs, the card counts the records done. When it ends, the card gives the result and View in Bulk Activity. Hermes can also export records to a CSV file. Its card shows the export's progress, and the file is on the job's page in Bulk Activity. Ask how a bulk action, an export or an import went, and Hermes shows that job's card with its counts. Hermes explains the reasons. Ask to see a job, and Hermes opens its page. To import, Hermes opens the import page for the kind of record you name. You choose the file there. An MCP client can preview and run the same bulk actions, start exports and read jobs. It cannot import. ## Before you start Hermes changes your business records only. Taxes, units, teams, members and invitations change in the app. Lucrii skips a record you could not change on its own page, with the reason. Exporting is for a team leader or above. Importing is for an administrator or above. One bulk action covers up to 50,000 records. Adjust Stock covers up to 100 items. You can have three jobs in progress at once, counting bulk actions and exports together. [Quotes, sales orders and purchase orders](/docs/orders/overview.md) says how the limit works. You can start up to 120 jobs an hour. A preview Hermes makes lasts an hour. After that, ask for the change again to get a new preview. Only you can confirm a change you asked Hermes for. Use the card's confirm button, or reply yes in your next message. A change that deletes, cancels or unlinks more than 25 records runs only from the card, where you type the count. If you write about something else first, Hermes shows the preview again and asks once more. Hermes cannot undo a change it ran. Deleting many records deletes each one. ## How to use it 1. Ask Hermes for the change and say which records it applies to. 2. Read the card under Hermes' reply: how many records will change and why Hermes skips the rest. 3. Select the card's confirm button, such as Mark 3 Quotes as Won, or reply yes. Select Cancel to drop the change. 4. Read the result on the card. Select View in Bulk Activity to see each record's outcome. ## Troubleshooting Hermes says it can only run a change whose preview it showed in its previous reply. Select the confirm button on the preview's card, or ask Hermes to show the preview again and approve it in your next message. Hermes says how many jobs are already running, as in "You already have 3 jobs running. Wait for one to finish, or cancel one in Bulk Activity." Do as it says, then ask again. The confirm button reads Nothing to Change when Hermes skips every record. Read the reasons on the card, then ask for a different change. ## Related - [What Hermes can do and change](/docs/hermes/tools.md): Ask Hermes to read your records, or to create and change orders, contacts, items, stock, notes, tasks and boards for you. - [Bulk Activity](/docs/settings/bulk-activity.md): See the imports, exports and changes to many records at once that your role shows you, and what happened to each record. - [Connecting an MCP client](/docs/integrations/mcp.md): Connect an MCP client such as Claude, ChatGPT or Cursor to your organisation with one web address, and revoke any connection. - [Hermes credits and spending limits](/docs/hermes/credits-and-limits.md): Track the credits Hermes uses against your monthly allowance, and set a spending limit on what your organisation spends beyond it. ## Changes - [Bulk actions over MCP](/changelog/2026-10-16#2026-10-16-bulk-actions-over-mcp) - 2026-10-16 - [Bulk actions with Hermes](/changelog/2026-10-16#2026-10-16-bulk-actions-with-hermes) - 2026-10-16 - [Why a job stopped, in Bulk Activity](/changelog/2026-10-16#2026-10-16-why-a-job-stopped) - 2026-10-16