Create a workflow

You create workflows from the Workflows page. Start from a blank canvas or use a template to get started quickly.

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

You can start from scratch or use an example:

• Blank Workflow — Start with an empty canvas and build your own flow

• Contract Redline Response — Review contract changes and add counter-proposals with inline comments

• Daily Morning Briefing — Check your calendar and emails each morning, then send a summary

• Case Status Memo — Read the case and write a status memo in your firm's house format

Next step

After choosing a starting point, the workflow editor opens where you can add and configure nodes.