Create a workflow

You create a workflow from the Workflows page, then build it in the visual editor by adding a trigger, connecting processing nodes, and publishing it.

Go to Workflows

Click Workflows in the top navigation bar.

Create a new workflow

On the Workflows page, click New Workflow in the top right, or click Create your first workflow if this is your first workflow.

Choose how to start

Pick a starting point from the options:

• Blank Workflow: start with an empty canvas and build your own flow

• Contract Redline Response (Example): review contract changes and add counter-proposals with inline comments

• Daily Morning Briefing (Example): check your calendar and emails each morning, then send a summary

• Matter Status Memo (Example): read the matter and write a status memo in your firm's house format

• Intake to Advice -- Full Case Workup (Example): run a full intake, pause for the handling lawyer to approve the dossier, then draft the advice

The workflow editor opens after you make your choice.

Add a trigger

A workflow needs at least one trigger and can have up to five. The palette shows how many you have added. Click + Add Node and choose a trigger type:

• Email received: starts when a new email arrives in the case inbox

• Manual Trigger: starts when someone opens the matter and clicks Run on the activated workflow

• Scheduled: starts on a recurring schedule

• Deadline Approaching: starts before a specific date

• Assignment Updated: starts when an assignment on the matter changes, and is available only if assignments are enabled for your firm

Click the trigger node to configure its settings. See Workflow triggers for details on each type.

Add and connect nodes

After the trigger, add steps that define what the workflow does:

1. Click + Add Node to open the node menu.

2. Select a node type from AI Processing, Document Creation, Communication, or Control Flow. Time & Tracking appears as well when assignments are enabled for your firm.

3. Configure the node with your prompt, document format, or message content.

4. Drag from the output of one node to the next to connect them.

Connections do not have to be a straight line. A Conditional Check has a true and a false output, and an Ask user step has one output per answer option, so you can send the run down a different path depending on what Andri finds or what the reader chooses.

Common nodes include Run Prompt for AI analysis, Create Document for generating Word files, and Send Email for delivering results. See AI and document nodes for the full catalog.

Save and publish

When your workflow is complete:

1. Click Save Draft to keep working on it without making it available in matters.

2. Click Publish. Andri validates the graph and the workflow becomes ready to activate in your matters.

3. To let colleagues use it, choose Share with company from the workflow list. Publishing on its own does not share it.

See Save and publish workflows for more on draft and published states.

Enable the workflow in a case

Published workflows are templates. To use one, open a case, click Workflows in the left sidebar, and click Activate on the workflow you want. Activation opens a dialog for the values that belong to that matter, such as recipients and filters; when a workflow needs none, Andri says so and you can activate straight away. See Enable workflows for a case for the full activation steps.