Workflows

An Assistant workflow stores a prompt and optional assets. A Tabular Review workflow stores a reusable review structure. Starter and shared workflows appear alongside work you create.

Use an existing workflowCopy Anchor Link

1. Open Workflows and choose a workflow.
2. Read its prompt or columns and inspect attached assets.
3. Select Use and choose the destination: Assistant, Project assistant, Tabular reviews, or Project tabular reviews, as offered.
4. Choose a project if needed and select the input documents.
5. Select Start Chat or Create Review.

Check the resulting answer or table against your sources. A workflow can structure a task, but it cannot supply facts you have not provided.

Create an Assistant workflowCopy Anchor Link

1. Select New workflow, enter a Title, and choose Assistant as the type.
2. Continue through the access and asset steps, then select Create workflow.
3. Open Prompt and write the task instructions in Workflow prompt.
4. Wait for Saved, then test it with a sample document.

A useful prompt states the task, source limits, output format, and how to handle missing information. For example:

Review the attached agreement. Return a table of obligations, deadlines, and clause references. Mark missing facts “Not specified”. Separate quoted terms from recommendations.

Add reusable reference files in Assets when the task needs them. Review who can access the workflow before attaching shared material.

Reuse a table structureCopy Anchor Link

Create a workflow with Tabular Review as its type, then define its question columns and formats. Choose that template when creating a review, or use Apply workflow on an existing review.

Share and reuseCopy Anchor Link

Use the workflow's people or access control to review who can use or edit it. Firm managers can maintain shared instructions for recurring tasks. Test a changed workflow with a sample document before asking colleagues to use it.

Import or downloadCopy Anchor Link

The workflow creation dialog supports Upload markdown for an Assistant workflow. Inspect imported instructions and assets before use. Choose Download workflow from a workflow's actions menu to export a reusable ZIP copy.

Configure quick actionsCopy Anchor Link

Quick actions are shortcuts to Assistant workflows. Open Configure quick actions on the Assistant start screen to choose and organize your shortcuts. Changing a shortcut affects your setup; editing a shared workflow requires permission on that workflow.

You can also type / in the message box to find an Assistant workflow without leaving the chat.