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A Workflow is a sequence of Assistants that you work through as one guided procedure inside a single chat. Each step hands the conversation to a different Assistant, and because every step happens in the same chat, the next Assistant already has everything the previous one produced in front of it. A recurring multi-step task therefore runs the same way every time, and you never copy-paste between Assistants. Before you start: Workflows are a Professional capability. On a Starter plan the Workflows tab of the Templates library shows Workflows are a Professional feature instead of your Workflows, the Create new → Workflows item is disabled behind an Upgrade to Professional prompt, and Tools → Workflows in chat opens an upgrade card rather than the picker. See Subscription.
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Moving to another step replaces whatever is in the input with that step’s prompt. Send — or copy out — what you are part-way through typing before you press ‹ or ›.

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Starting a Workflow

There are two ways in. From the Templates library. Click Templates in the global part of the sidebar, open the Workflows tab, and click Run on the Workflow’s card. A new chat opens with the Workflow loaded at step 1 and that step’s prompt already in the input, ready for you to edit and send. From a chat. In the composer, choose Tools → Workflows. The picker lists what you can run under All, Yours, Shared and Libra, with the usual jurisdiction, practice-area and tag filters. Picking one loads it into the chat you are already in and switches the chat to the Assistant on step 1. In a chat that already has messages, the Workflow attaches without touching the input — nothing you have typed is overwritten until you move between steps.

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Working through the steps

Once a Workflow is active, a compact row appears inside the composer, just above where you type — not at the top of the chat. Reading left to right it shows the Workflow icon, the step Assistants stacked as overlapping avatars, the Workflow’s name, a chevron, and then the Assistant handling the step you are on. Directly after that comes the step counter — rendered as 2 / 4 — between ‹ and › buttons. At the far right of the row sits an ✕ that removes the Workflow. Nothing advances on its own. When a step’s answer comes back, Libra stays where it is; you decide the step is finished and move on.
  • ‹ and › step back and forward one at a time, and stop at the first and last step.
  • Hover the current Assistant’s name and a Steps list opens showing every step in order. Click any entry to jump straight there — useful for skipping ahead or going back several steps at once.
  • Hover the Workflow’s name instead and you get the whole numbered step list as a tooltip, without leaving the step you’re on.
  • However you move, Libra switches the chat to that step’s Assistant and puts that step’s prompt into the input. Edit it before you send, or send it as written.
  • Up to three of the current Assistant’s suggested prompts appear as buttons in a row underneath. Clicking one writes it into the input; you still choose when to send.
  • ✕ takes the Workflow off the chat and returns it to an ordinary chat. The messages you have already exchanged stay where they are.

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What a Workflow is made of

Suggested prompts come from the Assistant on the step, not from the Workflow — tune them on the Assistant and every Workflow that uses it picks them up.

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When to use Workflows

A Workflow needs at least two Assistants before it can be saved or run. For a task that only needs one, use that Assistant on its own — Workflows pay off when there are at least two distinct stages.

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Where Workflows live

Workflows are templates. They live in the global Templates library under the Workflows tab, alongside the Assistants, Reviews and Discoveries tabs, and any project can run them.

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Common Workflow examples

Document analysis → Risk evaluation → Summary of critical pointsChain a contract-analysis Assistant with a risk-evaluation Assistant, finishing with a summary generator. The output is a partner-ready brief.
Document categorisation → Per-category assessment → Final reportProcess large document sets systematically with specialised Assistants for each phase.
Fact analysis → Legal research → Draft → Format checkTake a case file through analysis, legal research, drafting, and final formatting in one run.
Intake form parsing → Conflict check → Engagement letter draft → Email summary to partnerStandardise the front end of every new matter so nothing slips through the cracks.

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Tips

A 3-step Workflow that works reliably beats a 10-step Workflow that breaks halfway through. Start short; add steps once each one is solid.
If a step is doing two things, split it. “Analyse the contract and draft a summary” is two steps. Splitting them makes failures easier to diagnose.
A well-tuned Assistant can be a step in many Workflows. Build the Assistants right; reuse them aggressively.
The description shows up to colleagues who haven’t seen the Workflow before. A one-paragraph “what this is for and what it expects as input” prevents misuse.

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Next steps

Create a Workflow

Build a Workflow step by step.

Workflow templates

Reuse and share Workflows from the Templates library.

Assistants

The building blocks of Workflows.