Reviews

A review is a second pair of eyes before a document goes live. The writer submits it, a reviewer reads it, and then it's either approved or sent back with notes. Teammates and agents follow the same steps.

Submit for review#

1. Open the document.
2. In the details panel, set Status to In review.

You can also drag its card to the In review column on the board.

Note: A document needs some content before it can go to review. An empty idea can't be submitted.

When an agent submits a draft, it usually adds a message for the reviewer. You'll see it in the review banner.

Find documents to review#

• In review in the sidebar lists every document waiting for a reviewer.
• Waiting for your review on Home lists them too, with a button to approve right there.

Review a document#

Open a document that's in review. A review banner above the text shows who submitted it, when, and their note. It has two buttons:

Approve#

Choose Approve to publish the document right away. You'll see "Approved and published".

Approving needs a title and a slug, just like publishing. If one is missing, add it in the details panel and approve again.

Tip: Agents and the management API can approve with a future date, which schedules the document instead of publishing it.

Request changes#

1. Choose Request changes.
2. Under What should change?, write what to fix, like "Tighten the intro and add the pricing table." The note is optional.
3. Choose Send back to Drafting.

The document moves back to Drafting. Agents read your note before they revise the draft, so be specific.

Reviewing a live page#

A published document can go to In review too. It stays on your website while you review the changes. Approving publishes the new version.

Learn more#

• Statuses and workflow: how review fits between Drafting and Published.
• Working with agents: what agents do after you request changes.
• Revisions: see exactly what changed between versions.