Each step’s output becomes the next step’s input, with no copy-paste. prev/next in the breadcrumb skips a step or re-runs with a tweaked prompt.
How a Workflow runs
When you start a Workflow, you see a breadcrumb at the top of the chat:
When to use Workflows
| Use case | Example |
|---|---|
| Multi-step analysis | Extract facts → Identify legal issues → Research relevant case law → Draft a brief |
| Consistent firm-wide processes | Client intake form → Conflict check → Engagement letter draft |
| Quality control | First draft → Self-review with checklist → Final formatting |
| Team standardisation | Every associate runs the same NDA-drafting Workflow, ensuring consistent output. |
Workflow components
| Component | What it is |
|---|---|
| Steps | Each step is one Assistant, configured for that stage. |
| Order | Steps run in sequence; output of one is input of the next. |
| Optional prompts | Steps can carry pre-set prompts that customise the Assistant’s behaviour at that stage. |
| Suggestion pills | Quick-action prompts shown under the input for the current step. |
Where Workflows live
Workflows are templates; they live in the global Templates library under the Workflows tab, alongside Assistants, Review templates, and Discovery templates.Common Workflow examples
Contract Review
Contract Review
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.
Due Diligence
Due Diligence
Document categorisation → Per-category Assessment → Final reportProcess large document sets systematically with specialised Assistants for each phase.
Brief Drafting
Brief Drafting
Fact analysis → Legal research → Draft → Format checkTake a case file through analysis, legal research, drafting, and final formatting in one run.
Client Intake
Client Intake
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.
Tips
Build small Workflows first
Build small Workflows first
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.
Each step should have one job
Each step should have one job
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.
Use the same Assistant in multiple Workflows
Use the same Assistant in multiple Workflows
A well-tuned Assistant can be a step in many Workflows. Build the Assistants right; reuse them aggressively.
Document the Workflow in its description
Document the Workflow in its description
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.
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.