Set up review automations

Set what happens automatically during and after a review. You configure this on the Automations tab of the Review Builder, in its second stage. There are two kinds: workflow automations, which run in the background, and custom automations, which reviewers choose when they complete a review.

Before you begin

• Your Rencore role includes the Create Review or Edit Review permission. Owner, Admin and Contributor have it. See Rencore roles.
• Reviews are part of the Premium and Enterprise Plans.
• The automation templates you want to use exist in your Automations configuration.

Steps

1. Open the review schedule in the Review Builder and go to its second stage. See Create a review.
2. Open the Automations tab.
3. Set up the workflow automations and the custom automations you need, as described below.
4. Save the review schedule as a draft, or save it and turn it on.

Let reviewers reject a review

1. Turn on Allow reviewers to reject the review. Reviewers then see a Reject Review option in the Rencore Teams App. Rejecting means “I am not the right person to review this workspace”. It is a valid response, not a failure. When the toggle is off, the reject option is hidden from reviewers.

2. Under When all reviewers reject the review, run, select the automation template that runs when all assigned reviewers reject the review. Choose “No automation” to only track rejections.

   

Follow up on expired reviews

1. Turn on Follow-up on reviews past the due date. An automation then runs when a review expires, that is, when the due date passes without any reviewer completing it. When the toggle is off, reviews still expire, but no follow-up action is taken.
2. Under When no reviewer approves the review, run, select the automation template for the follow-up.

Offer custom automations to reviewers

Custom automations are actions reviewers can choose when they complete a review in the Rencore Teams App.

1. Turn on the custom automations toggle. A grid shows all automation templates available for the selected service type.

   

2. Check each automation you want to offer. Only checked automations appear to reviewers.

3. For each checked automation, select an Icon from the library.

4. Enter the Action name reviewers see (at most 25 characters, e.g. “Delete”, “Archive”, “Escalate”, “Flag”).

The grid columns:

Column	Description
Checkbox	Enable or disable this automation for the current review. Only checked automations appear to reviewers.
Automation	The automation template name (predefined in your Automations configuration)
Icon	Select an icon from the library. This icon is shown to reviewers next to the action.
Action name	The label reviewers see (max 25 characters). For example: "Delete", "Archive", "Escalate", "Flag".

What you see

In the Rencore Teams App, the custom automations you turned on appear as options on the Complete button at the end of a review, with the icon and action name you set.

When a reviewer selects a custom action:

1. They confirm their choice in a dialog.
2. The review changes are applied to the workspace.
3. The selected automation runs.

The action name becomes the review’s Decision value, so you can track outcomes in the cycle details.

When you save a review schedule, as a draft or enabled, Rencore Governance creates automation instances for all selected templates. These instances are linked to your review schedule and you can change them further under Automations. Adding or removing automations takes effect the next time you save the review schedule.

Example configurations

Automation	Icon	Action name	Use case
Delete workspace	Trash icon	Delete	Reviewer confirms workspace should be removed
Archive workspace	Archive icon	Archive	Reviewer confirms workspace is no longer active
Escalate to security	Alert icon	Escalate	Reviewer flags the workspace for security review
Create ServiceNow ticket	Ticket icon	ServiceNow	Reviewer triggers an ITSM workflow