Review collection rows and add automations

Review uncertain rows

Rows the assistant is not sure about wait in the Needs review status. Open one to compare it with the original message, fix any cell by double-clicking it, and then choose Approve or Reject. Rejected rows are kept out of the default view (All but rejected). When nothing is waiting, the review list says Nothing to review.

People a collection is shared with can see, edit and review rows.

Add an automation

Open a collection and choose Automations. Automations run when a row appears. Only the collection's owner can change them.

1. Choose New automation and give it an optional Name.
2. Under When, pick A row is added (confident, or after review) or A person approves a row.
3. Optionally add a condition on a field: equals, greater than, less than or contains.
4. Choose what happens:
   • Notify: send a notification to people you list.
   • Create a task: tasks go to your own task list, linked to the row and its message.
   • Call a webhook: sends the row to a web address you give, which must be an https address on the public internet.
5. Keep Enabled on and choose Save.

Choose Test on an automation to run it now on the newest row (or a sample) and see it work.

Webhook signing

Each webhook has a Webhook signing secret. Use it to check the X-PGB-Signature header on every delivery, so your system knows the call is genuine. To replace the secret, choose New signing secret. The old one stops working immediately.

Good to know

• Delete an automation with the bin and confirm. It stops at once.
• If the test does not go through, check the address is reachable and starts with https.
• Anything that leaves PGB Business, like a webhook, sends the row's data. Only send it to systems you trust.

Tips

• Use a condition so only the rows that matter trigger an action, such as invoices over a set amount.
• Use Create a task for anything someone must do, such as paying a bill.

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