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Send Incident Review Reports

Share current reports and review questions before review meetings

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Send the current report for incident review
Reads
  • Meeting details
    Meeting details

    Your meeting entry names the incident, attendees, owner, time, and review question.

  • Incident reports
    Incident reports

    Your report library keeps PDFs by incident and marks which one is current.

  • Sharing permissions
    Sharing permissions

    Your report's permissions show who can already view the PDF.

Incident review workspace
Incident review workspace

Your incident review workspace holds meeting entries and reports, checks access, and sends view-only invitations.
Does the meeting lack a required detail or a future start time?YesNo
Mark the meeting Needs details for the owner.
Writes
  • Review issue
    Review issue

    Your meeting entry flags missing details or an unclear current report for the owner.

Is there no single current report for this incident?YesNo
Record the report issue for the owner.
Writes
  • Review issue
    Review issue

    Your meeting entry flags missing details or an unclear current report for the owner.

Check access, send view-only invitations, and record each result.
Writes
  • Report invitations
    Report invitations

    Your invitation gives each attendee the report link, meeting time, and review question.

  • Delivery record
    Delivery record

    Your meeting entry shows the report link, send time, and each attendee's delivery result.

This Agent starts when you schedule an incident review meeting. It finds the current report and checks its sharing permissions. It sends view-only invitations with your question and records delivery for the owner.

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Google Drive
Used as:
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monday.com
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Google Contacts
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Made for your industry

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

Made for your role

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

Made for your department

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

How Send Incident Review Reports works

4 steps, in order, on every run.

  1. Read the review meetingRead the meeting time and incident ID, then collect attendees and the review question. Mark incomplete entries for the owner and stop before sending.
  2. Find the current reportMatch the incident ID to the PDF marked current in the report library. Flag missing or multiple matches for the owner.
  3. Check access and invite attendeesCheck the report's sharing permissions, then send view-only invitations with its link. Include the meeting time and review question.
  4. Log delivery resultsRecord the report link and send time on the meeting entry. Show the owner which invitations succeeded or failed.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Drive, monday.com or Google Contacts.

3 tools
Set your rules
  • Create an incident review meeting list with incident ID, meeting time, attendee email addresses, incident owner, review question, and delivery status columns.
  • Keep report PDFs in the same site's incident report library, with incident ID and one current report marked for each incident.
  • Give the Agent permission to read the meeting list and report library, invite named viewers to report files, and update meeting entries.
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 Reports:

What do I need to set up?

You enter review meetings, attendees, and questions in a SharePoint list. Mark one PDF current per incident in the site's report library.

How does it choose the report?

Mark one report PDF current for each incident in your library. The Agent matches it by incident ID and flags missing or multiple matches for the owner.

What if an attendee cannot view the report?

The Agent sends a signed-in, view-only invitation where your site permits it. If access fails, the owner sees that attendee's address on the meeting entry.

Where can I see delivery results?

Your meeting entry shows the report link and invitation results by attendee. The incident owner can see when invitations went out and who needs follow-up.

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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