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Send Incident Review Requests

Send report links to required reviewers and update the incident lead

Use this Agent instantly or customize it - no programming needed

Route a ready incident report for review
Reads
  • Incident review details
    Incident review details

    Your review entry holds the incident name, report link, deadline, severity, and lead.

  • Escalation roster
    Escalation roster

    Your active roster identifies required reviewers and their chat IDs for this severity.

  • Earlier request results
    Earlier request results

    Your earlier results show which reviewers already received a request.

Incident review queue
Incident review queue

Your incident review queue starts a run when a report is ready and tracks each review request.

Is the report link, deadline, or lead chat ID missing?YesNo
Record the gaps and alert the lead if reachable
Writes
  • Review routing status
    Review routing status

    Your review entry names recipients, delivery failures, missing details, and any lead notification failure.

  • Lead delivery summary
    Lead delivery summary

    Your incident lead sees who got a request and who needs follow-up when the message succeeds.

Team chat app
Team chat app

Your team chat app sends reviewers the report link and deadline, then gives the lead a delivery summary.

Team chat app
Is the roster empty or missing a required chat ID?YesNo
Record the roster gap and alert the lead
Writes
  • Review routing status
    Review routing status

    Your review entry names recipients, delivery failures, missing details, and any lead notification failure.

  • Lead delivery summary
    Lead delivery summary

    Your incident lead sees who got a request and who needs follow-up when the message succeeds.

Send each remaining reviewer once, record results, and brief the lead
Writes
  • Review requests
    Review requests

    Your reviewers receive the report link and deadline when their direct messages succeed.

  • Review routing status
    Review routing status

    Your review entry names recipients, delivery failures, missing details, and any lead notification failure.

  • Lead delivery summary
    Lead delivery summary

    Your incident lead sees who got a request and who needs follow-up when the message succeeds.

This Agent waits for a critical or major report marked ready in your review queue. It checks your escalation roster and sends reviewers the report link and deadline. It tells the incident lead who received a request and who needs follow-up.

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Made for your industry

Send Incident Review Requests is made for businesses in these industries.

Made for your role

Send Incident Review Requests is made for people in these roles.

Made for your department

Send Incident Review Requests is made for people in these departments.

How Send Incident Review Requests works

5 steps, in order, on every run.

  1. Check the ready reportRead the report and the active roster for its severity. Find the reviewers who still need a request.
  2. Check the routing detailsConfirm the report link and deadline before sending. Flag missing roster or chat details for the incident lead.
  3. Send reviewer requestsMessage each required reviewer who has not received a request. Include the report link and review deadline.
  4. Record the send resultsSave successful sends and failed requests in the review entry. Keep any delivery problem visible for follow-up.
  5. Update the incident leadMessage the lead with successful sends and anyone not reached. Name any missing report or roster detail.

How to Get Started

Connect your tools

Connect the tools you already use, such as Airtable, monday.com or ClickUp.

11 tools
Set your rules
  • Keep incident review entries and the active escalation roster in the same review queue. Each entry needs an incident name or account, severity, report URL, review deadline, incident lead chat user ID, Ready for review checkbox, and request status.
  • For each severity, maintain roster entries naming every required reviewer role and its current chat user ID; mark inactive entries so they are ignored.
  • Connect the review queue's ready-state trigger and grant the chat sender permission to direct-message roster members and the incident lead.
Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Send Incident Review Requests:

What starts a critical incident review request?

Mark a Critical or Major report ready with a blank request status in your review queue. That starts the review requests.

How do I choose who reviews a major incident?

Add the required reviewer roles and current chat IDs to the active roster for Major incidents. Your roster decides who gets a request.

What happens when a reviewer cannot be reached?

The Agent records the failed send and names that reviewer in its message to the incident lead. The lead can follow up.

Does a sent request mean the reviewer read it?

No. A successful send confirms the message was posted to the reviewer's chat. It does not confirm they read it.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

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