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.
How to Use Associate Workflows
1. Click on 'Workflows' on the left tab to access your workflows.
2. Click the 'View workflow' icon on a workflow card to see its configuration.
3. Click on 'Start a new project' to run the workflow.
New Workflow Creation
4. Select '+ New workflow' to begin building a custom workflow.
5. Add a workflow title and optional description.
6. You can also upload any files you'd like to associate with this workflow.
7. You can also add any legal sources to the workflow for Associate to reference.
8. Within a workflow, there are three different steps you can take:
Prompt: Use this step to instruct Associate to take action on the project.
Ask for File: Prompts the user to upload or add files to the project.
Question: Presents a multiple-choice question for the user to answer before moving to the next step.
Configuration of Steps
9. When choosing Prompt, write out your instructions within the textbox.
There is an enhance feature on the bottom right that can assist you with prompting, if needed.
The Library icon on the bottom left will allow you to select folders from your library for Associate to reference to.
10. When choosing Ask for File, type in what file you'd like to request for in the workflow, and any additional context or steps you'd like Associate to do with that uploaded file.
11. When choosing Question, type in the question you'd like the user to answer when running this workflow, then insert instructions for what should happen next.
12. The three dots at the corner of each step will allow you to manage the order.
Permissions Management
13. At the top of the workflow, you can click on the settings icon to manage access and share this workflow with specific people or with your entire organization.
14. When you're happy with your workflow, click on 'Create Workflow.'
Workflow Maintenance
15. Back in the Workflows tab, you'll be able to see all of your created workflows. Click on the Pencil icon to edit your workflows.
16. Select the duplicate icon to create a copy of an existing workflow.
17. Click the trash can icon to delete the workflow.
18. To run a workflow, click into the card itself.
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For more help, please contact our Support team at Success@spellbook.legal