AI and document nodes

After a trigger starts your workflow, you add processing steps. Steps are grouped by what they do: AI Processing, Document Creation, Communication, Control Flow, and Time & Tracking.

AI Processing nodes

Run Prompt

Send a prompt to Andri and receive a text response. Use this to analyze documents, extract information, or generate written content.

Run Action

Execute a custom action from your action library. Use this to reuse prompts and processes you have already configured.

Document Creation nodes

These steps hold the workflow until the file they produce is ready, so later steps can use it.

Create Document

Generate a Word (.docx) document. Use this to produce letters, memos, contracts, or any formatted text output.

Create Excel

Generate an Excel (.xlsx) spreadsheet. Use this for data tables, financial summaries, or structured lists.

Create PowerPoint

Generate a PowerPoint (.pptx) presentation. Use this for client presentations, case summaries, or training materials.

Create PDF

Generate a PDF document. Provide instructions for formatting and content.

Long-Horizon Job

Run an agent that keeps working and grading itself against a rubric you write, until every section of that rubric passes. Use it for research-grade deliverables where one document pass is not enough, such as a multi-section memo or a due diligence report. The files it produces are available to later steps like any other document.

Communication nodes

Send Email

Send an email from your case mailbox. Use this to deliver generated documents or summaries to clients or colleagues.

Control Flow nodes

These steps branch, pause, or gate the workflow, and they are the reason a workflow is not a straight line.

Conditional Check

Ask a yes or no question about the case or an earlier step. Andri answers true or false, and the workflow follows the matching branch. Use it when you only need routing, not written output.

Ask user

Pause and put a question with a list of options to the person you nominate. They are notified, and each option has its own branch, so the workflow resumes down the path that matches their answer.

Pause / Approval

Halt the workflow and notify the approver you nominate, who sees the state of the run and can approve or reject it. Approval can be limited to a specific person, to admins, or to any team member. The workflow resumes as soon as they decide.

Time & Tracking nodes

These appear when assignments are enabled for your firm.

Create Assignment

Create an assignment on the matter, assigned to whoever activated the workflow.

Update Assignment

Change an existing assignment's status or priority, or add a note to its activity log. Neither of these steps can be combined with an Assignment Updated trigger in the same workflow, because the workflow would trigger itself.

Adding nodes to your workflow

Click + Add Node in the workflow editor and select the node type you need. Configure each node, then connect it to the nodes that come before and after it. Where a step has more than one output, such as a Conditional Check or an Ask user step, each output starts its own branch.

Next step

After building your workflow, save or publish it to make it available for cases.