Spellbook

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Associate Prompt Guide

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Associate

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Finding and Running an Associate Workflow

Create and Configure an Associate Workflow

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Install Spellbook: Associate, Word & Google Docs

Install Associate

Install Spellbook in Microsoft Word

Uninstall and Reinstall Spellbook in Microsoft Word

Install Spellbook in Google Docs

Installation and Setup

Spellbook Overview Video

Spellbook Overview

Spellbook Cheatsheet

Spellbook (Word Add-In)

Playbooks Overview

First Party Playbooks: Redline Review

A Lawyer's Guide to Playbooks (Videos)

Playbooks Best Practices

Playbooks

Create, Customize, and Manage Playbooks

Ask (Spellbook's Built-In Assistant)

Enhance Prompts in Ask

Upload and Use Reference Documents in Ask

Legal Sources

Search Library with Ask

Revise Documents with Ask

Examine Documents with Reviews

How to Use Comprehensive Review

Custom Review

How to Use Proofread

Preference Learning

Review

Draft Clauses

Draft Documents from Scratch

Draft

Set Up and Use Library

Spellbook Library Integrations

SharePoint Integration

iManage Integration

Library

Summarize Redlines

Compare Documents

Benchmarks

More Spells

Using Spellbook as a Transactional Lawyer

Using Spellbook as a Litigator

Tips for Writing Effective Prompts

Best Practices & Pro Tips

Spellbook is Greyed Out

Spellbook Disappeared from MS Word

Spellbook is Stuck on the Initializing Screen

Take a Screenshot: Windows & Mac

Troubleshooting Spellbook in Deployments

Update Business Address, Email, Phone Number with Stripe

Troubleshooting

Deploy Add-Ins in the Microsoft 365 Admin Centre

Add the Spellbook App in Microsoft Entra

Spellbook Authentication Migration — Guide for IT Admins & Security Teams

Enable MS Word Store to Install Spellbook

IT and Security Documentation

(Admin) Manage Users in Spellbook

(Admin) Add Users to the Account

(Admin) Remove Users from Spellbook

(Admin) Add Users to Teams

Access Controls

Admin Settings and Permissions

Frequently Asked Questions (FAQ)

Cancelling your Trial or Paid Subscription

Data Retention from Trial to Paid Subscription

File Size Limits in Spellbook and Associate

Access Spellbook Receipts

Reviewing PDFs with Spellbook and Associate

Frequently Asked Questions

Associate

Articles

Collections