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Use the Library to Access Prompts, Workflow Agents, and Examples

Discover Harvey's access point for your favorite prompts, workflow agents, and examples.

Last updated: Mar 17, 2026

Overview

Read Managing Prompts and Examples in Library (For Admins) to learn more about admin capabilities.

The Library is your organization’s central hub for repeatable work in Harvey:

  • Find prompts, workflows agents, and examples in one place
  • Reuse proven approaches to common tasks
  • Save and organize your own resources
  • Quickly move from discovery into execution
image of library tab

Key Concepts

Key Concept

Definition

When to Use

Prompts

Prompts are the questions or instructions you give Harvey to complete a task.

Use saved prompts when you want to:

  • Run a specific task quickly

Workflow agents

Workflow agents guide you through structured, multi-step processes.

Use Workflow agents when you want to:

  • Follow a repeatable process
  • Ensure consistency across tasks
  • Reduce manual effort in complex work

Examples

Examples are complete, real-world queries that include:

  • The prompt
  • Source materials
  • Harvey’s response

Use examples when you want to:

  • See what high-quality output looks like
  • Learn how to structure effective prompts

Browse Resources in the Library

You can browse prompts, workflow agents, and examples directly from the Library. To browse resources, follow the steps below:

  1. Open Library
  2. Select a resource type:
    1. Prompts
    2. Workflow agents
    3. Examples
  3. Use filters to refine results. Filtering helps you quickly find the most relevant resources for your work.

Note: Examples can be used by anyone, but only Library admins can create and manage examples, enabling customization to meet the specific needs of the team.

Use a Prompt

Use a Prompt From the Library

To use a saved prompt, follow the steps below:

  1. Open Library
  2. Select the Prompts tab
  3. Select a prompt
  4. Select Use prompt. The prompt will populate in the prompt text box, where you can edit or run it.

Use a Prompt From Assistant

To use a saved prompt, follow the steps below:

  1. Open Assistant
  2. Select Library
    Image of Assistant prompt box and selecting library above the box to open saved prompts
  3. Search or filter to find your prompt
  4. Select the prompt. The prompt will populate in the prompt text box, where you can edit or run it.

Save a Prompt

You can save prompts for reuse from either the Library or a past query.

Save a Prompt From the Library

  1. Open Library > Prompts
  2. Select Create a Prompt
  3. Add details to the available fields
  4. Select Save

Save a Prompt From a Query

  1. Locate the query that contains the prompt you’d like to save
  2. Select Save prompt below the query
    Image of the save prompt button underneath the prompt text in a thread
  3. Add details to the available fields
  4. Select Save

Use a Workflow Agent

Workflow agents guide you through structured, repeatable tasks to standardize complex processes and ensure consistent results.

To use a workflow agent, follow the steps below:

  1. Open Library
  2. Select the Workflow agent tab
  3. Select a Workflow agent
  4. Follow the guided steps

Tips for Success

  • Use filters to quickly narrow down results instead of browsing manually
  • Star frequently used resources for faster access
  • Use examples to improve how you write prompts
  • Use workflow agents for repeatable, multi-step tasks
  • Keep prompts concise and focused for better results

History

Discover previous Harvey queries and results.