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Draft Incident Reports

Alert responders and file PDF reports from incident chat

Use this Agent instantly or customize it - no programming needed

Turn an incident message into a report for review
Reads
  • incident intake message
    incident intake message

    Your intake message identifies the incident, account, severity, affected systems, and what happened.

  • report settings
    report settings

    Your settings define critical severity labels, report sections, filename, and shared folder.

Incident chat
Incident chat

Your incident chat brings in incident messages and carries critical alerts and report links.

Incident chat
Are essential incident details missing?YesNo
Ask the reporter for missing facts in the intake thread
Writes
  • missing details request
    missing details request

    Your intake thread shows which facts the reporter must add before a report can begin.

Alert responders if the stated severity is critical
Writes
  • critical incident alert
    critical incident alert

    Your response team sees critical incident facts and a link to the intake message.

Did the critical alert fail to post?YesNo
Report the alert failure in the intake thread
Writes
  • alert failure notice
    alert failure notice

    Your intake thread says when the critical alert did not reach responders.

Draft and upload a PDF with facts and provisional analysis
Writes
  • incident report PDF
    incident report PDF

    Your shared folder holds a PDF with reported facts, provisional analysis, and next actions.

Shared report folder
Shared report folder

Your shared report folder stores each report PDF and gives responders a link they can open.

Did the PDF upload fail or can responders not open its link?YesNo
Report the filing failure in the intake thread
Writes
  • report filing failure notice
    report filing failure notice

    Your intake thread says when the PDF or its shared link is unavailable.

Post the PDF link for the response lead to review
Writes
  • report review link

This Agent checks a new incident intake message for missing details. It alerts responders when severity meets your threshold, then drafts and files a PDF. Your team gets its link for review.

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Slack
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Google Drive
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ClickUp
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Zoom
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Google Contacts
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Google Chat
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Chatwork
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Made for your industry

Draft Incident Reports is made for businesses in these industries.

Made for your role

Draft Incident Reports is made for people in these roles.

Made for your department

Draft Incident Reports is made for people in these departments.

How Draft Incident Reports works

4 steps, in order, on every run.

  1. Check the incident messageCheck the incident message for required details. Ask the reporter for missing facts before classifying urgency or drafting.
  2. Alert the response teamAlert responders when the stated severity matches your critical list. Report delivery failures in the intake thread.
  3. Draft the incident reportDraft a PDF with reported facts and provisional analysis. Mark unsupported conclusions as unknown and suggest next actions.
  4. File and share the PDFSave the PDF in your shared folder, then reply with its link and a review request. Report upload or access failures in the intake thread.

How to Get Started

Connect your tools

Connect the tools you already use, such as Slack, Google Drive or ClickUp.

7 tools
Set your rules
  • Choose the incident intake and response channels, and specify which severity labels require an immediate response alert.
  • Choose a shared report folder that the response team can open and supply the report sections and naming convention.
  • Tell reporters to include an incident ID, account, severity, affected systems, and incident description in each intake message.
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 Draft Incident Reports:

Which incidents trigger an immediate alert?

You choose the severity labels that call for an alert. The Agent uses the severity the reporter provided and does not silently downgrade it.

What if the message is missing key details?

The Agent asks the reporter for missing facts in the intake thread. It waits to classify urgency or write the report until they respond.

How does the report handle uncertain causes?

Your PDF labels possible causes and impact as provisional. If the message lacks evidence, the Agent marks them unknown and lists what responders should verify.

Who can open the PDF?

You choose a shared folder that the response team can open. If an upload fails or the team cannot open the link, the Agent reports the problem in the intake thread.

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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