> ## Documentation Index
> Fetch the complete documentation index at: https://docs.libratech.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Workflow basics

> Chain Assistants together so a recurring multi-step process runs the same way every time.

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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](/en/resources/subscription).

<div className="libra-buddy-callout">
  <img src="https://mintcdn.com/libra-4206ec93/wgVZXcGnHS4aJk9T/assets/images/libra-buddy/presenting.png?fit=max&auto=format&n=wgVZXcGnHS4aJk9T&q=85&s=db41075b4a259a172f68465ae5c3421e" alt="Libra mascot presenting" width="827" height="615" data-path="assets/images/libra-buddy/presenting.png" />

  <div className="libra-buddy-callout-content">
    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 **›**.
  </div>
</div>

## 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.

## 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.

## What a Workflow is made of

| Component           | What it is                                                                                                        |
| ------------------- | ----------------------------------------------------------------------------------------------------------------- |
| **Steps**           | Each step is one Assistant, picked for that stage of the job.                                                     |
| **Order**           | The order you set in the editor is the order the pager walks through.                                             |
| **Per-step prompt** | An optional pre-written message stored with the step. Libra drops it into the input when you arrive at that step. |

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.

## 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, so the output is consistent.    |

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.

## Where Workflows live

Workflows are templates. They live in the global [Templates library](/en/features/templates/about) under the **Workflows** tab, alongside the **Assistants**, **Reviews** and **Discoveries** tabs, and any project can run them.

## Common Workflow examples

<AccordionGroup>
  <Accordion title="Contract Review">
    *Document analysis → Risk evaluation → Summary of critical points*

    Chain a contract-analysis Assistant with a risk-evaluation Assistant, finishing with a summary generator. The output is a partner-ready brief.
  </Accordion>

  <Accordion title="Due Diligence">
    *Document categorisation → Per-category assessment → Final report*

    Process large document sets systematically with specialised Assistants for each phase.
  </Accordion>

  <Accordion title="Brief Drafting">
    *Fact analysis → Legal research → Draft → Format check*

    Take a case file through analysis, legal research, drafting, and final formatting in one run.
  </Accordion>

  <Accordion title="Client Intake">
    *Intake form parsing → Conflict check → Engagement letter draft → Email summary to partner*

    Standardise the front end of every new matter so nothing slips through the cracks.
  </Accordion>
</AccordionGroup>

## Tips

<AccordionGroup>
  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>

  <Accordion title="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.
  </Accordion>
</AccordionGroup>

## Next steps

<Columns cols={2}>
  <Card title="Create a Workflow" icon="plus" href="/en/features/workflows/create-workflow">
    Build a Workflow step by step.
  </Card>

  <Card title="Workflow templates" icon="library-big" href="/en/features/workflows/templates">
    Reuse and share Workflows from the Templates library.
  </Card>

  <Card title="Assistants" icon="https://mintcdn.com/libra-4206ec93/vIwxn8dmEk0jsP5x/assets/images/icons/assistants.svg?fit=max&auto=format&n=vIwxn8dmEk0jsP5x&q=85&s=24ac9ed818a343094b45647b10476e70" href="/en/features/assistants/introduction" width="24" height="24" data-path="assets/images/icons/assistants.svg">
    The building blocks of Workflows.
  </Card>
</Columns>
