Human Review Copied!
Purpose: Human Review pauses your agent until a person approves. This article covers where to place it, what reviewers see during a run, and how Review Procedures turn that approval into a documented checklist.
What It Does
Some steps need a person's eyes on them before the run moves on. Human Review is how you build that in. When a run reaches a Human Review step, it stops and waits. Nothing downstream executes until a reviewer approves. If they reject, the run ends there.
Place it immediately before anything consequential. The classic example: put Human Review right before Post JE, and no entry reaches your ERP without a person signing off.
Place Human Review immediately before the step you want gated, like Post JE.
What Happens During a Run
The run hits the review step and waits. The reviewer opens it, sees the agent's output so far in an interactive file preview, and makes one call: Approve resumes the run. Reject stops it.
Rejections ask for an optional reason and get recorded with the reviewer's name and a timestamp. Anything checked before the rejection stays on the run record, so the builder can see exactly what was verified before the run came back.
The run waits at the review step until a reviewer approves or rejects.
The File Preview
Most reviews can happen right in the preview. It's an interactive grid: sort any column, filter by text, number, date, or value, and search everything at once. A row count shows how filters are scoped: Showing 42 of 1,300 rows. And the output is always there to download if a reviewer wants to open it in Excel.
Builders can shape the preview like the lead schedules reviewers already know. Pin key columns, like Account Number, so they stay put while scrolling. Set totals (sum, average, count, min, or max) in a pinned bottom row; filter the data and a filtered total appears next to the grand total. Reviewers can also select any range of cells for an instant sum, average, count, min, and max.
Sort, filter, search, and verify totals without downloading the file.
Review Procedures
By default, a review asks one question: approve or reject? Review Procedures let you define exactly what a reviewer must verify before they can approve. The reviewer works through a checklist you wrote, and that completed checklist becomes part of the run's record.
Setting Up Procedures
Procedures live on the Human Review step itself. Each item has a label (what to verify), an optional description, and a type: a checkbox item the reviewer marks complete, or an evidence item that needs a screenshot attached first. Drag to reorder; reviewers see items in the order you set.
Your first procedure item is the switch. Add one, and from the next run on, every item must be complete before the reviewer can approve. No procedures means no gating: the step keeps its simple approve-or-reject behavior. Edits are versioned with the agent, so changing procedures on a live agent creates a new version, and in-flight runs finish on the procedures they started with.
Define what reviewers must verify: checkbox items to confirm, evidence items to document.
Completing a Review
The reviewer sees the checklist right beside the file preview. Checkbox items: one click. Evidence items: paste or upload a screenshot first. Every item has an optional comment field, and comments save as the reviewer types. Checked items persist the same way, so a reviewer can step away mid-review and pick up right where they left off.
Reviewers cannot approve the step until every item is checked. No approving on autopilot. Reject is always available, so a reviewer who finds a problem on item two doesn't have to finish the list. Once they approve or reject, comments and evidence lock and become part of the permanent record.
The reviewer is prompted to Pass or Fail each criteria.
The Lead Sheet
Approving a review with procedures generates a lead sheet: every item, who completed it and when, their comments, their evidence, and the final approval timestamp. It lives with the run in your run history and exports to Excel. Review documentation becomes something you pull up, not something you reconstruct.
The lead sheet keeps the full review record with the run.
Not sure what your reviewers should verify? Your FDA can help you turn your existing review process into procedure items that fit your agents.