Review

Create review requests that pause workflows for human approval

Overview

The Review step creates a human-in-the-loop approval gate in your workflow. When it executes, a message is created in the target project and appears in the organization’s Messages inbox. Team members can view the review data, discuss it via replies, and approve it to resume the workflow.

This is useful when you need manual sign-off before continuing — for example, verifying extracted contract data, approving a batch of notifications before they’re sent, or reviewing transformed data before it’s written to a database.

How It Works

1. Review Step Executes

   The automation reaches the Review step and creates a message in the target project.

2. Message Appears in Inbox

   The message shows up in the organization Messages page and the project’s Inbox, with the configured title, description, review data, and an Open button if a link was configured.

3. Team Reviews

   A team member opens the message, reviews the key-value data, and can add replies or assign it to someone.

4. Approval or Rejection (Wait Mode)

   If the review mode is Wait, the workflow is paused. The team member clicks Approve to resume the workflow or Reject to stop it. In Continue mode, the workflow proceeds immediately and an auto-approval message is created in the inbox.

Configuration

Field	Description
Review Mode	Wait or Continue (see below)
Title	Message title (supports template variables)
Description	Message description (supports template variables)
Link	Optional URL to attach to the review message. Reviewers see an Open button that opens the URL in a new tab. Supports template variables — useful for linking directly to a specific contract, recording, or external resource. Must resolve to a URL starting with http:// or https://.
Review Data	Key-value pairs of data to display to the reviewer (supports template variables)

The target project where review messages are created is determined automatically from the {{var.project-id}} variable in your composer. You no longer need to configure a project on the step itself.

Review Modes

Mode	Workflow Behavior	Action Required
Wait	Pauses at this step until a team member acts	Yes — click Approve to resume or Reject to stop the workflow
Continue	Proceeds immediately; an auto-approval message is created in the inbox	No

In Continue mode, the message title is prefixed with Auto-approved: and the description is set to “This step was automatically approved.” — regardless of the title and description you configured on the step. The configured review data is still attached to the message.

Pending Reviews on Re-run

Starting a new run of an automation automatically closes any review messages from prior runs of the same automation that are still awaiting a decision. Their workflows are resumed as rejected so they don’t stay paused forever, and the messages are marked closed in the inbox.

This also applies when running a composer — every automation referenced by the composer has its open reviews superseded before the new run starts.

This keeps the Reviews tab clean: you won’t see stale pending reviews from earlier runs piling up after you re-run a workflow.

Review Data

The review data field lets you attach key-value pairs to the message. Use template variables to pull in data from previous steps — for example, showing the contract title and extracted royalty rate for a reviewer to verify.

The data is displayed as a structured card on the message detail page. Any UUID values in the data are automatically resolved to their human-readable names — for example, a contract ID is shown as the contract title. When used inside a Loop step, each iteration creates its own review data entry with its own Approve and Reject buttons.

In a loop, each iteration is independent — approving one entry immediately resumes that iteration’s workflow without waiting for the rest of the batch. You can review and approve or reject items one by one. In Continue mode inside a loop, each iteration still creates an auto-approval message in the inbox.

Output

Field	Type	Description
data	object	The resolved review data
message_id	string	ID of the created message

Related Documentation

Messages

Where review messages appear in the organization.

Project Inbox

Project-level inbox where review messages also appear.