Sharing a Workflow shares only the Workflow; recipients need separate access to each Assistant. Fix: set those to Everyone in the team first.
Where Workflows live
| Source | What you’ll find |
|---|---|
| My templates | Workflows you’ve created. |
| Team | Workflows shared with you by colleagues or by your firm. |
| Libra | Pre-built Workflows from the Libra team for common legal processes: contract review, due diligence, brief drafting, intake. |
Using a Workflow
Filter or search
Filter by practice area, by tag, or by author. Search by name across the full library.
Starring and sharing
Workflows follow the same starring and sharing model as the rest of the Templates library.Starring & sharing
Pin the Workflows you use most; share with your team.
Practice areas & tags
Tag Workflows so the library scales as it grows.
When you share a Workflow, recipients also need access to the Assistants the Workflow uses (unless those Assistants are set to Everyone in the team). Libra warns when a sharing arrangement won’t work.
Customising a Libra-built Workflow
Libra-built Workflows are read-only; you can’t edit them directly.
Tips
Star the two or three you use weekly
Star the two or three you use weekly
Stars are personal; they only affect your view of the library. Use them on the Workflows you reach for most often.
Tag every Workflow you create
Tag every Workflow you create
Practice area + custom tags make Workflows findable as the library grows. Tag at creation, not later.
Document the Workflow's expected input
Document the Workflow's expected input
Workflows fail when given the wrong input shape. The description should always say what the Workflow expects, like “a contract document and a one-paragraph context”.
Share to your team before to the firm
Share to your team before to the firm
Next steps
Create a Workflow
Build a Workflow step by step.
About templates
The full Templates library overview.