Docs / Automations

People in the loop

Two steps stop a run until a person acts. Both land in the person’s Inbox, both are surfaced by the notification bell, and both resume the run with what the person said.

Ask a person

A task in the assignee’s Inbox with the choices you define. The run waits.

Field
WhoA specific person, or a mode that resolves one (the subject’s owner, a role).
Ask them toThe task kind: action, review, input, approval. It decides the icon and the filters in the Inbox.
What to tell themThe task text, with Insert… for the subject’s fields and earlier answers.
ChoicesButtons; each has a label and a value. The value is what the run reads as steps.<id>.action.
Due in (hours)A deadline. Pair it with an on timeout connection to say what happens when nobody answers.
Approval tasks in the Inbox with the choices Send the reply and Leave the draft
Tasks from the support desk triage automation: the summary, the suggested reply, and the two choices the author defined.

The choice routes the run: an if connection with steps.review.action == 'send' is followed only when that button was pressed. Anything else follows the plain next connection, if there is one, or ends the run.

There is also a task that does not wait: the library step Send a task puts a task in someone’s Inbox and the run carries on. Use it to tell someone what happened; use Ask a person to let them decide what happens.

Talk it through

A conversation between an agent and a person, started by the run. The agent gets a system prompt saying what it needs to find out; the person gets the conversation in their Inbox and answers in the chat; when the agent has what it needs it ends the conversation with a structured result — the fields you defined under What it must return — which later steps read as steps.<id>.result.<field>.

In the content review example the agent could not tell what a page was for, so it talks to the editor, agrees on a title and a description, and the next step writes them to the page.

A conversation shows in the Inbox with the agent’s name, marks itself Done when it ends, and disables its composer — a finished conversation cannot be accidentally continued.

The Inbox

One place for everything that needs you: tasks, approvals, conversations, across every workspace. Filter by kind (approval, input, review, action), see what is due, act with the buttons, add a note. An administrator can look at another person’s inbox to reassign or unblock.

Notifications

The bell in the app bar collects what arrived while you were elsewhere: new tasks, conversations, publishes, orders. It has two tabs — notifications, and your pending Inbox items with their actions — so an approval can be given without leaving the page you are on. A sound on new arrivals is optional.

The notification bell open on its Inbox tab, showing pending tasks with their action buttons
The bell's Inbox tab: pending tasks, answerable from anywhere in Studio.

Designing the human step

  • Say what happened, then what you want. The person reads the task cold. Insert the subject’s title and path, the agent’s summary, and the thing they are deciding about.
  • Make the choices the branches. Two or three buttons with clear values; the connections out of the step match them one to one.
  • Set a deadline and a timeout path. An approval nobody answers should escalate or expire, not wait forever.
  • Draft, then ask, then send. For anything that leaves the building, let the agent draft, let a person approve, and only then send — the support desk example is that shape.

Pilot documentation. Studio is in a partner pilot. Screens and YAML shown here are current as of the version noted on each page; tell your Maravilla contact when something does not match what you see.