What are Messages?
Messages is a shared inbox at the organization level where review requests, system notifications, and team communications are collected. It gives your team a central place to track items that need attention across all projects in the organization. Messages are created automatically by automation Review steps or by the system. Each message belongs to a specific project but is visible from the organization-wide Messages page.Accessing Messages
Click Messages in the organization navigation bar. The Messages page shows all open messages across projects in the organization.Message Cards
Each message appears as a card with the following information:| Field | Description |
|---|---|
| Status | Open or Closed |
| Title | The message subject |
| Description | A preview of the message content |
| Created | When the message was created |
| Due | Optional due date |
| Assigned | Team member the message is assigned to |
Managing Messages
Assigning
Select a team member from the Assigned dropdown on the message card to assign it. Any organization member can be assigned.Viewing Details
Click View on a message card to open the full message detail page within its project. The detail page shows:- Message thread — the full description and any replies
- Review data — if the message was created by a Review step, the automation’s data is displayed as an expandable JSON tree with Approve and Reject buttons for items in wait mode
- Sidebar — status, creator, assigned user, participants, and timestamps
- Replies — team members can add replies with attachments to discuss the message
Approving and Rejecting Reviews
When an automation Review step creates a message in wait mode, the workflow is paused until a team member acts on it. The review data card shows an Action required label with two buttons:- Approve — resumes the automation workflow from where it paused
- Reject — stops the automation workflow
Review steps in continue mode create messages for visibility but do not pause the workflow — no approval or rejection is needed.
Dismissing
Click the menu icon on a message card and select Dismiss to remove it from the inbox. Dismissed messages are hidden but not deleted.Messages from Automations
Automation Review steps are the primary source of messages. When a Review step executes:- A message is created in the target project with the configured title and description
- The review data is attached to the message and displayed as an expandable JSON tree
- The message appears in the organization Messages inbox
- If the review mode is wait, the workflow pauses until a team member approves or rejects it
Related Documentation
Review Step
The automation step that creates review messages.
Project Inbox
Project-level inbox where messages also appear.