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Request Post-Incident Review
Link finished reports and request decisions from assigned reviewers
Use this Agent instantly or customize it - no programming needed
- Incident caseIncident case
Your case ID and key identify the handoff, while its current status confirms review is still due.
- Assigned reviewerAssigned reviewer
Your case names the person who should receive the report and answer the decision question.
- Decision questionDecision question
Your case states the specific decision the reviewer needs to make.
- Prior review requestPrior review request
Your case shows whether a review request was already sent for this report.
- Final report PDFsFinal report PDFs
Your final-report folder supplies PDF names, file types, and browser links for the case key.
monday.com signals when a case reaches review and holds its report link, reviewer request, and sent time.
Your file storage service holds finished PDFs in a folder where the Agent can find them by case key.
- Incident report linkIncident report link
Your case opens the selected PDF through its browser link.
- Review requestReview request
Your reviewer gets a case mention with the report link and decision question.
- Request sent timeRequest sent time
Your case stores the review comment's creation time after the request posts.
This Agent starts when a case enters post-incident review. It checks the case and finds its finished PDF. It links the PDF, posts the decision request, then records its time.
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Google DriveUsed as:
- File storage service
Google Drive holds finished PDFs in a folder where the Agent can find them by case key.
monday.comUsed as:
- Incident case system
monday.com signals when a case reaches review and holds its report link, reviewer request, and sent time.
Google ContactsUsed as:
- File storage service
Google Contacts holds finished PDFs in a folder where the Agent can find them by case key.
DropboxUsed as:
- File storage service
Dropbox holds finished PDFs in a folder where the Agent can find them by case key.
OneDriveUsed as:
- File storage service
OneDrive holds finished PDFs in a folder where the Agent can find them by case key.
Made for your industry
Request Post-Incident Review is made for businesses in these industries.
- Software
Send the finished product incident report to its case reviewer.
Show all Agents for the Software industry - IT Services
Put the completed client incident report before its reviewer.
Show all Agents for the IT Services industry - Construction
Link the completed site incident report for the review decision.
Show all Agents for the Construction industry - Manufacturing
Send the completed plant incident report to the case reviewer.
Show all Agents for the Manufacturing industry - Healthcare
Put the completed safety incident report on the review case.
Show all Agents for the Healthcare industry - Telecommunications
Hand the completed service incident report to its reviewer.
Show all Agents for the Telecommunications industry - Cybersecurity
Link the final incident report and request the review decision.
Show all Agents for the Cybersecurity industry - Web Hosting
Route the final hosting incident report to its assigned reviewer.
Show all Agents for the Web Hosting industry - Energy and Utilities
Link the final service incident report to the case for review.
Show all Agents for the Energy and Utilities industry - Security Services
Put the final security incident report before its reviewer.
Show all Agents for the Security Services industry - Mining
Hand the finished site incident report to its assigned reviewer.
Show all Agents for the Mining industry - Aviation
Route the final flight or maintenance incident report for review.
Show all Agents for the Aviation industry
Made for your role
Request Post-Incident Review is made for people in these roles.
- Incident Manager
Link the final report and record when its review was requested.
Show all Agents for the Incident Manager role - Security Supervisor
Put the finished incident report before its case reviewer.
Show all Agents for the Security Supervisor role - Site Reliability Engineer
Link the finished service incident report and request review.
Show all Agents for the Site Reliability Engineer role - Safety Manager
Send the completed safety report to the case's assigned reviewer.
Show all Agents for the Safety Manager role - Security Operations Coordinator
Route the final security report to the reviewer named on the case.
Show all Agents for the Security Operations Coordinator role - Charge Nurse
Hand the completed patient safety report to its reviewer.
Show all Agents for the Charge Nurse role - Incident Response Coordinator
Find the final report and ask the assigned reviewer for a decision.
Show all Agents for the Incident Response Coordinator role
Made for your department
Request Post-Incident Review is made for people in these departments.
- Operations
Record when each completed incident report goes for review.
Show all Agents for the Operations department - Information Technology
Put completed IT incident reports on their review cases.
Show all Agents for the Information Technology department - Information Security
Route final security incident reports to their case reviewers.
Show all Agents for the Information Security department - Physical Security
Send completed security incident reports to assigned reviewers.
Show all Agents for the Physical Security department - Site Reliability Engineering
Hand finished service incident reports to their reviewers.
Show all Agents for the Site Reliability Engineering department - Health and Safety
Link completed safety reports and request the case decision.
Show all Agents for the Health and Safety department - Nursing
Link completed patient safety reports for case review.
Show all Agents for the Nursing department
How Request Post-Incident Review works
6 steps, in order, on every run.
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Check the case detailsConfirm the case is still in review. Read its assigned reviewer and decision question, or leave the case for your coordinator.
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Find the finished reportSearch your chosen final-report folder for PDFs with the exact case key. Leave the case for your coordinator if none or several match.
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Check for an earlier requestLook for a review request for this report on the case. Stop before posting if the reviewer has already been asked.
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Link the report to the caseAdd the PDF's browser link to the case. Use the file ID to avoid adding the same report link twice.
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Ask the reviewer for a decisionMention the assigned reviewer in a case comment. Include the report link and the case's decision question.
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Record when the request postedSave the comment's creation time on the case. Check for that comment before retrying if the time update fails.
How to Get Started
Connect the tools you already use, such as Google Drive, monday.com or Google Contacts.
5 tools
- Choose the incident project and the status that means post-incident review.
- Choose the final-report folder and require each completed PDF name to contain its exact case key; keep unfinished drafts outside that folder.
- Identify the case fields for the assigned reviewer, the specific decision question and the review-request sent time.
- Allow the Agent to read the report folder, link files and comment on cases; give assigned reviewers access to the reports and enable mention notifications.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the Request Post-Incident Review:
Choose your incident project, review status, and final-report folder. Put the exact case key in each finished PDF's name, and set case fields for the reviewer, decision question, and sent time.
The case stays with your coordinator to resolve. They can identify the right PDF or complete the reviewer and decision question before another request goes out.
Give assigned reviewers access to the reports and enable mention notifications during setup. The case comment then mentions the reviewer and links the PDF.
The case records the review comment's creation time after it posts. If that update fails, the Agent checks the comment before retrying so the reviewer is not asked twice.
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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