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- Ready to Run
Share Incident Reports
Grant outside reviewers view access and email restricted links
Use this Agent instantly or customize it - no programming needed
- Cleared review email
- Approved incident owners
- an incident report PDF and access settings
- Outside sharing rules
- Clearance request
- Missing detail request
- Owner update
- Review request email
- Owner update
This Agent reads your clearance email, then checks the sender and report. It grants the reviewer view access and emails the restricted link and deadline. You get a copy of the request or a clear problem to fix.
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GmailUsed as:
- Email service
Gmail receives the owner's clearance and sends the review request and owner update.
Google DriveUsed as:
- File storage tool
Google Drive finds an incident report PDF and grants view access through an invited-people link.
- Email service
Google Drive receives the owner's clearance and sends the review request and owner update.
Microsoft OutlookUsed as:
- Email service
Microsoft Outlook receives the owner's clearance and sends the review request and owner update.
ZoomUsed as:
- Email service
Zoom receives the owner's clearance and sends the review request and owner update.
Google ContactsUsed as:
- File storage tool
Google Contacts finds an incident report PDF and grants view access through an invited-people link.
- Email service
Google Contacts receives the owner's clearance and sends the review request and owner update.
Zoho MailUsed as:
- Email service
Zoho Mail receives the owner's clearance and sends the review request and owner update.
Made for your industry
Share Incident Reports is made for businesses in these industries.
- Software
Share cleared service incident reports with named outside reviewers.
Show all Agents for the Software industry - IT Services
Send cleared client incident reports to outside reviewers.
Show all Agents for the IT Services industry - Financial Services
Send cleared operational incident reports with review deadlines.
Show all Agents for the Financial Services industry - Healthcare
Share cleared care incident reports through a restricted link.
Show all Agents for the Healthcare industry - Cybersecurity
Give outside specialists restricted access to cleared incident reports.
Show all Agents for the Cybersecurity industry - Energy and Utilities
Share cleared service disruption reports for outside review.
Show all Agents for the Energy and Utilities industry
Made for your role
Share Incident Reports is made for people in these roles.
- Incident Manager
Send cleared reports to outside reviewers and flag access failures.
Show all Agents for the Incident Manager role - Incident Responder
Share a cleared incident report with its outside reviewer.
Show all Agents for the Incident Responder role - Risk Manager
Send cleared incident reports for outside review with a delivery record.
Show all Agents for the Risk Manager role
Made for your department
Share Incident Reports is made for people in these departments.
- Operations
Send cleared incident reports with deadlines to outside reviewers.
Show all Agents for the Operations department - Information Technology
Grant restricted access to a cleared incident report for review.
Show all Agents for the Information Technology department - Information Security
Share cleared security incident reports with named outside reviewers.
Show all Agents for the Information Security department - Risk Management
Send cleared incident reports for review and flag access failures.
Show all Agents for the Risk Management department
How Share Incident Reports works
4 steps, in order, on every run.
-
Verify Review ClearanceCheck the labeled email against your approved owner list. Ask the sender for clearance or missing details before sharing.
-
Find the Report PDFMatch the file link or ID to the exact report PDF and inspect its sharing settings. Tell the owner if the file or access is missing.
-
Grant Reviewer AccessGrant the named reviewer view access and confirm the link stays limited to invited people. Tell the owner if sharing fails.
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Email the Review RequestSend the reviewer the report link and deadline. Send the owner a copy and send result, or a delivery error if the email fails.
How to Get Started
Connect the tools you already use, such as Gmail, Google Drive or Microsoft Outlook.
6 tools
- Connect the mailbox that receives outside review requests and set its review-request label.
- List the incident owners allowed to clear reports for outside review.
- Connect the report PDF folder with permission to inspect file sharing and grant view access to outside reviewers; allow links restricted to invited people.
- Set the email address that receives access failures if a request cannot be returned to its sender.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Share Incident Reports:
Connect your request mailbox and report folder. Choose the review label and approved incident owners. Set where access failures should go if the sender cannot receive them.
No. Your incident owner must explicitly clear a named report in the request email. You choose which owners may authorize sharing during setup.
You get the specific access problem, and the reviewer does not get a usable link. If the email fails after access is granted, you get a delivery error.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
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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