Using Actions for Workflow Automation
Actions are reusable workflows that automate common legal tasks. Create custom Actions for procedures you repeat often, then execute them instantly with a simple @ mention.
What Actions Do
An Action is a saved set of instructions that Andri executes on demand. Actions can generate documents, analyze case files, create summaries, produce financial reports, or perform any workflow you define.
Unlike one-off prompts, Actions are permanent and can be shared across your firm. This ensures consistency and saves time on repetitive tasks.
Accessing the Actions Dashboard
Click Actions in the top navigation menu to view and manage your Actions.
The Actions dashboard shows all Actions available to you, including personal Actions you created and office-wide Actions shared by your firm.
Creating a New Action
Click Create Action and provide a clear name for the Action, detailed instructions describing the task, and specify the output format (Word, Excel, PowerPoint, or text).
Choose whether the Action is personal (only you can use it) or office-wide (available to all team members).
Write Action instructions as if you're describing the task to a colleague. Be specific about what information to include, how to structure the output, and any formatting requirements.
Running Actions
In your case chat, type @ and select the Action you want to run. Alternatively, press the right arrow key three times (→ → →) when the Action is highlighted to execute it immediately.
Andri processes the Action using your case context and knowledge base, then delivers the result according to your Action's specifications.
Example Actions
Distribution list generator: "Create an Excel file listing all creditors with their claims amounts and priority ranking based on bankruptcy documents."
Client update letter: "Draft a Word letter to the client summarizing case progress in the last month, using formal tone and firm letterhead."
Evidence summary: "Generate a PowerPoint presentation summarizing key evidence, organized chronologically with document references."
Managing Actions
Edit Actions to refine instructions as you learn what works best. Duplicate Actions to create variations for different case types. Delete Actions you no longer use to keep your Actions list clean and organized.
Office-wide Actions can only be edited by admins. Personal Actions can be edited by their creator at any time.
Actions vs. Templates
Actions are instructions for generating content. Templates are pre-formatted documents that Actions can use for structure. Combine Actions and templates for the most powerful automation: create an Action that uses your template and fills it with case-specific content.