What is an Associate Workflow?
A workflow is a saved template of prompts, files, and steps for a task you run often in Associate. Instead of re-uploading files and re-typing instructions each time, you can save that setup as a Workflow, and reuse it.
Want to build your own? See Create and Configure an Associate Workflow.
Finding a Workflow
There are two places to find workflows in Associate:
Homepage: Some Recommended workflows appear directly on the Associate homepage.
Workflows tab: Click "Workflows" on the left-hand navigation to see all workflows available to you, including any you've created or that have been shared with you.
Workflows are arranged as tiles - you can use the Sort and Filter button (top-right) to filter the view between your own, shared or Spellbook Workflows. Alternatively, you can use the Search to search all Workflows.
Running a Workflow
Click on the workflow card itself to immediately run the Workflow in a New Project.
Click "View workflow" to see its configuration.
Some workflows, like Summarize Redlines, come pre-populated with instructions and will start immediately. Others will prompt you to upload files or answer a question first.
If the workflow has multiple steps, each step runs in order — once one instruction completes, the next begins automatically.
When viewing a Workflow, you can scroll to the bottom and use the Start a New Project button, to run the Workflow as is.
Once the workflow finishes, you can continue the conversation in the project just as you would with any other Associate project.
Ready to master Spellbook at your own pace? Visit Spellbook Academy
Need additional assistance? Contact our support team at success@spellbook.com