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Client Review Hub in 15 Minutes

Build a multi-asset review hub with guided Automation — Needs Review Work Queue, Decision writeback, company tenancy, and preference-gated notifications. No power-user JSON.

Shipped 9 Aug 2026 Uses guided Workflow controls from the 9 Aug 2026 Release.

What you will build

  1. A Needs Review Work Queue spanning multiple asset sheets.

  2. A Decision screen with Approve / Reject / Request changes → Notion statuses (+ optional attachments).

  3. Company tenancy so two users at Company A never see Company B.

  4. Preference-gated notifications into Notification Center.

Prerequisites

  • Private OTP app; Users sheet with Role and a Client (or company) relation.

  • Asset databases with the Status options you want to write.

  • Workflow + Messaging entitlements.

Steps

1. Audience policy (2 min)

Open App audience & notification prefs:

  1. Tenant mode → Relation → users-sheet Client.

  2. Role field → Role.

  3. Add a notification category (for example reviews).

  4. Save.

Details: Configure App Audience and Notification Prefs.

2. Needs Review Work Queue (3 min)

  1. Add a Work Queue; name it Needs Review.

  2. Listen scope: Entire app (or the workflow that opens decisions).

  3. Include sheets → select your asset sheets.

  4. Put it first in the drawer for Client roles.

3. Decision screen (4 min)

  1. Add a Decision screen.

  2. Map outcomes to Status (for example approvedApproved by Client).

  3. Optionally require a reason and enable file attachments.

  4. Bind Submission review / overview fields when helpful.

4. Workflows (4 min) — guided UI

Fastest path: Workflow templates → Send to Needs Review (status-changed → publish Decision/Task → wait on reply topics → branches). Remap Change status fields to your Status options.

Use role pool or audience routing — never pin persona emails in live steps.

5. Smoke test (2 min)

  1. Move an asset to the “ready for client” status as staff.

  2. Log in as the client → Needs Review shows the item.

  3. Open Decision → Approve (attach a file if enabled) → Notion Status updates.

  4. Confirm a second company’s client cannot see the item.