Workflows

Built-in workflows#

Assistant workflows run in chat against the documents you attach:

• Counterparty Markup Compare
• Amend Generated Contract
• Generate CP Checklist
• Credit Agreement Summary
• Shareholder Agreement Summary

Tabular workflows set up the columns of a tabular review: Change of Control, Commercial Agreement, Credit Agreement, E-Discovery, Supply Agreement, SPA, NDA, Commercial Lease, Limited Partnership Agreement, Shareholder Agreement and Employment Agreement reviews.

Your own workflows#

• Create a workflow from Workflows in the app, and edit it whenever your process changes.
• Hide built-in workflows you don't use.
• Workflows don't assume a jurisdiction. The chat's jurisdiction applies when one runs.

Sharing#

Share a workflow you created with colleagues by email, as Can edit or view only. Shares are matched to the email on the other person's account, so they don't reach a wallet account.