Request Inbox
The Request Inbox is your centralised hub for managing all human-in-the-loop tasks created by your workflows. It provides a unified interface to view, action, reassign, and track the history of all approval requests and input forms assigned to you or your team.
Overview
When workflows reach human-in-the-loop actions like Request Approval or Request Input, they create requests that appear in the Request Inbox. This ensures that critical human decisions and data collection don't get lost while maintaining workflow efficiency.
Key Features
Centralised Task Management: All human-in-the-loop requests in one location
Reassignment: Hand a request to a different person or role
Notes and Mentions: Discuss a request's linked record with your team
Inline Feedback: Rate AI-generated content directly inside a request
Notifications: In-app and email alerts for new and reassigned requests
Complete Audit Trail: Track all decisions, submissions, and reassignments
Powerful Filtering and Saved Views: Organise requests your way
Real-time Updates: Workflow continuation upon request completion
How to Access the Request Inbox
How to open your Request Inbox
Navigate to the main Lleverage interface
Look for the "Requests" tab in your navigation menu
Click on the "Requests" tab to open your inbox
The inbox displays all requests assigned to you
💡 Tip: You can also access the Request Inbox directly from email notification links for faster task completion.
Understanding the Request Inbox Interface
Inbox Tabs
The tabs at the top of the inbox split your requests by type:
All: Every request visible to you
Approvals: Decision requests only
Inputs: Input form requests only
Mentions: Requests where someone has mentioned you in a note
Any saved views you create appear as extra tabs after these.
Request Statuses
Open: Waiting for someone to action it
Completed: Actioned — for approvals, the status shows the decision that was made (for example "Approved" or "Rejected"), along with any reason given
Cancelled: The request was cancelled
Superseded: A newer request for the same step replaced this one
Failed: The workflow behind the request hit an error (see Failed Requests below)
How to Filter Requests
Click the Filter button to open the filter menu. Active filters appear as chips.
Assignee: Filter by people or roles. By default you see requests for you and your role — clear this filter to see every request in the project (Builders and Owners only)
Workflow: Show requests from specific workflows
Record: Show requests linked to data table records — either a specific record, or any record matching a property value
Status: Attention Required, Completed, Cancelled, Superseded, or Failed
Date Range: Last 24 hours, Last 7 days, Last 30 days, or a custom range
Created By: Who triggered the request
Type: Decision or Input
My Status: Requests where you were Mentioned, or have Replied
Hide Completed / Hide Responded: On by default, to keep your inbox focused
Show Archived: Include archived requests
💡 Best Practice: Use the Record filter to see every request that touches a particular record — for example, all requests for one supplier or one invoice.
Saved Views
Apply your desired combination of filters
Click the "Save filter" button in the filter bar
Your saved view appears as a new tab
Right-click a saved view tab and choose "Set as default landing view" to make it the tab that opens first — it's marked with a small house icon
How to Action Requests
For Approval Requests
How to complete approval requests
Click on an open approval request to open it
Review the provided information:
Title and description from the workflow
Any context or data from previous workflow steps
Available action buttons with different styling
Click the appropriate button to make your decision
The request status updates immediately
The workflow continues based on your selection
⚠️ Important: Once you click an approval button, the action cannot be undone. Review all information carefully before making your decision.
For Input Requests
How to complete input requests
Click on an open input request to open it
Review the request description and context
Fill out all required form fields (marked as mandatory)
Complete optional fields if applicable
Click "Submit" to complete the request
The workflow continues with your provided data
💡 Form Completion Tip: Required fields are clearly marked and must be completed before submission. Save time by gathering all necessary information before starting the form.
⚠️ Read-only requests: Builders and Owners can view every request in the project, but a request can only be submitted by someone assigned to it. Requests you aren't assigned to open in read-only mode.
How to Reassign a Request
Requests can be handed to a different person or role — useful for holiday cover, workload balancing, or escalation.
How to reassign a request
Open the request
Click the assignee avatars at the top of the request, then choose "Edit Assignee"
Tick the people who should be assigned (at least one is required)
Click "Save"
You can also click the pencil icon on the "Requested input from…" bar inside the request, which additionally lets you assign to a whole role (Owner, Builder, Operator, or Member) instead of specific people.
After reassigning:
Newly assigned people receive an in-app notification and an email
The reassignment is recorded in the request's history, showing who reassigned it and to whom
💡 Who can reassign: Reassignment is available to Builders and Owners, and only on open or failed requests.
How to Add Notes
When a request is linked to a data table record, you can discuss it with your team using notes on that record.
How to add a note
Open the request
Open the linked record — click the record chip above the request, or find it under "Records" in the request sidebar
Go to the "Comments" tab
Click "Add note", write your note, and submit
Notes support @ mentions — type @ to mention a teammate:
Mentioned teammates get a notification, and the request appears in their Mentions tab
Other assignees are notified of new notes too
Notes on a record are visible to everyone in the project, across every request that touches that record
You can edit or delete your own notes
💡 Tip: Use the "My Status" filter to find requests where you've been mentioned or have replied.
How to Give Feedback
You can rate AI-generated content directly inside a request, helping builders improve the workflow.
How to give feedback
Hover over an AI-generated element inside the request
Click thumbs up ("Good response"), thumbs down ("Bad response"), or the comment icon for general feedback
Add an explanation in the text box
Click "Submit"
You can also select a specific piece of text inside the element first — the feedback popover lets you attach your comment to exactly that part of the response.
Feedback lands in the workflow's Feedback panel in the builder, where builders can review it, mark it resolved, and use it to improve the workflow.
💡 Why it matters: Concrete feedback on real requests is the fastest way to make the automation better for everyone.
Failed Requests
If the workflow behind a request hits an error, the request is marked Failed and shows a banner explaining what went wrong.
Failed requests stay actionable: submit it again to retry the workflow from that step
Or archive the request to clear it from the queue
Failed requests can still be reassigned
How to Re-open a Completed Request
If a flow needs to be rewound — for example, a decision was made with the wrong information — a completed request can be re-opened.
Open the completed request
Open the request's menu and choose "Re-open Request"
A fresh open request is created for the same step, keeping the original assignees and details
Answering it again resumes the flow from this step
⚠️ Important: Re-opening supersedes any other requests that were still open later in the same session — they'll show as "Superseded".
Archiving Requests
Use Archive Request in the request's menu to clear a request from the queue without actioning it. Archived requests show who archived them and when, can be brought back with "Unarchive", and can be found again using the "Show Archived" filter.
The Request Sidebar
Open the sidebar from the "Request" button on an open request to see:
Records: Data table records linked to this request
Attachments: Files attached to the request
History: The full timeline — creation, steps that ran, reassignments, submission, and archiving, each with who did it and when
💡 Compliance Benefit: The history gives you a complete audit trail for every request, which helps with compliance requirements and troubleshooting.
Notifications and Alerts
Email Notifications
You receive an email when:
A new request is assigned to you
A request is reassigned to or away from you
Each email includes the request details and a "View Request" button that takes you straight to it. Depending on your notification preferences, emails arrive immediately or as a digest.
In-Platform Notifications
Badge Indicators: The Requests tab shows your pending request count
Assignment Alerts: "New request assigned to you" notifications with a direct link
Mention Alerts: Notifications when someone mentions you in a note
Real-time Updates: New requests appear immediately, and completed ones update instantly
💡 Stay Connected: Check your notification settings to ensure you don't miss critical approval requests or time-sensitive input needs.
Getting Help
Need help while working through requests? Click the "Chat with us" bubble in the sidebar to open the support chat:
Ask anything about Lleverage — the assistant answers instantly, and knows which page you're on
Click "Talk to a Human" at any point to bring the Lleverage team into the conversation
Use "Report an issue" next to the chat bubble to file a bug
If a request shows an error, use the "Report a bug" button on the error itself — it sends the technical details along automatically
Best Practices
For Efficient Task Completion
Review Thoroughly: Read all provided information before taking action
Act Promptly: Complete requests quickly to avoid workflow delays
Provide Quality Input: Ensure accuracy and completeness for input requests
Verify Decisions: Double-check approval choices before confirming
For Effective Inbox Management
Regular Monitoring: Check your Request Inbox at consistent intervals
Use Saved Views: Save your common filter combinations and set your default landing view
Keep It Tidy: Archive requests that no longer need action
Review Patterns: Monitor completed requests to identify process improvements
For Team Collaboration
Reassign Rather Than Wait: Hand requests over for holiday cover or workload balancing
Use Notes and Mentions: Keep the discussion on the record where everyone can see it
Assign to Roles: Role-based assignment spreads work across the team automatically
Give Feedback: Rate AI-generated content so builders can keep improving the workflow
💡 Workflow Success: The Request Inbox is essential for maintaining smooth human-in-the-loop workflows. Regular monitoring and prompt action ensure your automated processes run efficiently while preserving necessary human oversight.
Troubleshooting
Common Issues and Solutions
Not receiving request notifications
Check your notification settings in your user profile
Verify you're assigned to the correct role or user group
Confirm your organisation permissions
Requests not appearing in inbox
Check the "Hide Completed" and "Hide Responded" filters — they're on by default
Check if you're viewing the correct organisation/project
Remember that non-Builders only see requests assigned to them
Cannot complete a request
You can only submit requests you're assigned to — others open read-only
Check if the request has already been completed or superseded by someone else
Verify all required fields are filled correctly
Last updated
Was this helpful?