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Share Revised Reports

Send incident report revisions to assigned reviewers

Use this Agent instantly or customize it - no programming needed

Share a revised report with its reviewers
Reads
  • Folder change notice
    Folder change notice

    A change notice tells you which document library the Agent checks for ready reports.

  • Revised report
    Revised report

    Your report file supplies the revision, review link, ready status, and current delivery status.

  • Owner and reviewers
    Owner and reviewers

    Your report file names the owner and the reviewers who should receive this revision.

  • File permissions
    File permissions

    Your report's permissions show which reviewers already have access and which grants succeed.

Shared report folder
Shared report folder

Your shared report folder holds each report revision, its reviewer assignments, and its sharing results.

Shared report folder
Is the report file or its link unavailable?YesNo
Record the access failure when possible
Writes
  • Delivery status
    Delivery status

    Your report file shows the send time, confirmed reviewers, and any delivery gaps.

Is the revision, owner, or reviewer missing?YesNo
Record what the owner needs to add
Writes
  • Delivery status
    Delivery status

    Your report file shows the send time, confirmed reviewers, and any delivery gaps.

Grant reviewers access and send review links
Writes
  • Review invitations
    Review invitations

    Each successful reviewer invitation includes a link to the exact report revision.

Check each reviewer's access to the report
Did any reviewer lack access or miss an invitation?YesNo
Tell the owner about gaps and record the results
Writes
  • Owner confirmation
    Owner confirmation

    You receive the same report link and learn which reviewers got access or need follow-up.

  • Delivery status
    Delivery status

    Your report file shows the send time, confirmed reviewers, and any delivery gaps.

Confirm delivery to the owner and record the results
Writes
  • Owner confirmation
    Owner confirmation

    You receive the same report link and learn which reviewers got access or need follow-up.

  • Delivery status
    Delivery status

    Your report file shows the send time, confirmed reviewers, and any delivery gaps.

This Agent waits for a revised report you mark ready in your shared folder. It checks the assigned reviewers, shares that file, and verifies access. You get the same link and a notice of any delivery gaps.

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Google Drive
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Airtable
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Google Contacts
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Kintone
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Made for your industry

Share Revised Reports is made for businesses in these industries.

Made for your role

Share Revised Reports is made for people in these roles.

Made for your department

Share Revised Reports is made for people in these departments.

How Share Revised Reports works

4 steps, in order, on every run.

  1. Check the ready reportRead the revision and assigned people on the file you mark ready. Flag missing details and leave the file unsent.
  2. Share the exact fileGive named reviewers read access to that revision's file. Send them its link with a request to review.
  3. Verify access and deliveriesCompare the file's permissions with the reviewer list. Record failed invitations and reviewers who still lack access.
  4. Confirm the resultSend the owner the same link and the reviewer results. Record the send time and any gaps on the file.

How to Get Started

Connect your tools

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

4 tools
Set your rules
  • Choose the shared incident report folder and give the Agent permission to read its files and manage file sharing.
  • Add report owner, assigned reviewer email addresses, revision, ready-to-share, and delivery-status fields to each report file in the folder.
  • Save each revised report as a separate file, and mark it ready only after its owner and reviewer addresses are filled in.
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 Share Revised Reports:

Do reviewers need access before I mark a report ready?

No. You choose the reviewers on the report file before marking it ready. The Agent grants read access to that file and sends their links.

How does the Agent know which revision to share?

Save each revision as a separate file, then mark the intended file ready. Its link points reviewers to that specific revision.

What happens if an invitation fails?

The Agent records the affected reviewer and reason on the file. If the owner invitation succeeds, you receive that gap with the report link.

What if the report is missing information?

The Agent leaves it unsent and records the missing field on the file. You can add the revision, owner, or reviewer address there.

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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