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How to Use Associate's Workflows

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Written by Sarah Beatty
Updated over a week ago

What are Associate Workflows?

Associate Workflows, accessible via the "Use a Workflow" option on the homepage, allows you to make and use templates for commonly used workflows in Associate. Easily setup prompts and files to run in Associate within minutes to streamline processes and save time.


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How to Use Associate Workflows

1. Go to Associate's Homepage (via the website or desktop app), and select "Use a Workflow" to get started with templated workflows.

2. There will be out-of-the-box workflows readily available from Spellbook's library.
You can use the search bar to look for a specific workflow.

3. Click on "View Workflow" to preview it.

4. Click "Start a New Project" to use that workflow.

5. This will create a new project, where you can upload files by clicking on the '+' button.

6. Once your files are uploaded, click on the arrow key to start the prompt.

7. On the "Workflow" page, click on "New Workflow" to create your own workflows.

8. Enter the name, description, and prompt of your workflow and upload any relevant files.

9. (Optional) You can click on Agent Mode to run the workflow right away when you start the project. If this is toggled off, the prompt will sit in the textbox until you're ready to run it.

10. You can also customize the ownership to "Just You" or "Your Team."

11. Click "Create Workflow"

12. All personal workflows will now live in the "Workflow" homepage. Your workflows will be marked with customizable icon.


Spellbook's out-of-the-box workflow will be marked with the Spellbook icon.

13. If you hover over your workflows, you can continue to manage them, including editing, deleting, or transferring them.


For more help, please contact our Support team at Success@spellbook.legal


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