Before You Start
You need at least two assistants to create a workflow. Each assistant should handle one specific step of your process. Consider what output each step should produce for the next step.
Creating a Workflow
Open the Workflow Editor
Click the Workflows tab in Libra. This opens the workflow section where you can create and manage your automated processes.
Start a New Workflow
Add and Configure Assistants
Select assistants from the Toolbox and add them to your workflow. For each assistant, you can add an optional prompt with specific instructions for this workflow step.The sequence of assistants determines how data flows through your workflow—each assistant receives the output from the previous one.
Name and Create Your Workflow
Enter a descriptive Name (e.g., “Contract Review for Clients”) and add a Description explaining what the workflow does. Configure the Sharing Options to control who can access it.Click Create to save your workflow.
Review and Start
After creating, you’ll see the workflow detail page showing all your configured steps. Review the workflow setup, then click Start Workflow to run it.
Tips for Effective Workflows
Keep steps focused
Keep steps focused
Each assistant should do one thing well. Broad, multi-purpose steps are harder to debug and maintain.
Start simple
Start simple
Begin with two or three steps. Once that works reliably, add more complexity.
Test incrementally
Test incrementally
When something goes wrong, test each step individually to find where the problem occurs.
Document your workflows
Document your workflows
Add clear descriptions so you and your team remember what each workflow does and when to use it.
