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Pause a Workflow and send a request to a team member for input before continuing. Use this for human-in-the-loop steps where you need someone to provide additional information, review content, or make edits mid-Workflow — for example, generating a draft email and requesting a team member to review and edit it before sending.
1

Add the action

In the Workflow builder, click + between blocks and select Request Input from Team from the action library.
Action library with Request Input from Team selected
Request Input from Team action added to the Workflow
2

Select the recipients

Choose team members who will be notified to provide input. If no recipients are selected, the request is sent to the user who triggered the Workflow.
Recipients selector with team member dropdown
3

Enter the subject

Provide a clear subject line that describes what input is needed. Use # to insert variables from previous steps.
Subject field for the input request
4

Write the email body

Write the message that recipients will see in the email notification. Use # to reference variables from previous steps to provide context about what input is needed.
Email Body field with variable references
5

Add inputs to collect

Configure the fields that recipients will fill out. Click + Add and choose one of two options:
Add input options: New Blank Input or Edit Existing Value
  • New Blank Input — The recipient provides new information to use in subsequent Workflow steps (e.g., additional email recipients, extra notes). Configure the input type and label the same way you would for a Manual Trigger.
New Blank Input configuration
  • Edit Existing Value — The recipient can edit an output from a previous step (e.g., a generated email body before it’s sent). Select the Existing Value (a variable from a previous step), then enter the Input Field Name and optionally a description under Advanced Settings.
Edit Existing Value configuration with variable selector
6

Organize inputs

Reorder inputs by dragging and dropping them into position. Click the pencil icon to edit an input, or the trash icon to delete it.
Input fields with drag handles, edit, and delete options
7

Reference collected inputs in later steps

Use the collected inputs as variables in subsequent Workflow steps. Each input you configured is available as its own variable.
Variable selector showing collected input values

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How recipients respond

When the Workflow reaches this action, selected recipients receive an email notification with the input request.
Email notification received by the recipient
Recipients can also manage input requests directly in the Cassidy Workflow UI.
Input request in the Cassidy Workflow UI
The recipient clicks Open Input Form to fill in the fields and make any edits, then clicks Submit. They can also click Dismiss to cancel the request, or View in Run to review it in the Cassidy UI.
Input form with fields to fill out and Submit button
After submitting, the recipient sees a confirmation and the Workflow continues to the next step with the collected data available as variables.
Submission confirmation with View in Run option