Review Tables in Custom Workflows

What's New

You can now create and manage review workflows directly in Workflow Builder using two new blocks:

• Review table — Generate a new review table inside a workflow
• Table selection — Use an existing review table as a source

This makes it easier to:

• Extract structured data from documents via review tables
• Move from review into drafting (for example, review → memo)
• Reuse verified review tables

Why It Matters

It's now easier to connect review workflows to drafting. Both Review table and Table selection blocks can feed into Prompt blocks. This enables more complex review to draft workflows such as:

• Diligence extraction → risk memo
• Discovery response review → motion to compel draft
• Policy audit → remediation plan
• Covenant tracking → board summary

When to Use

• Use the Review table block when you want the workflow to create a fresh table each time it runs.

  • Example: Upload NDAs → extract key terms → generate a risk summary memo.
• Use the Table selection block when you already have a verified or curated review table and want to build on it.

  • Example: Select a verified diligence table → draft an issues list or executive summary. You can optionally require users to select fully verified tables only at runtime.

Common Use Cases

Review tables unlock new ways to connect document review and drafting. Here are a few example workflows you can build.

Transactional

• M&A diligence → issues list or risk memo
• Credit agreement review → board summary
• Reuse verified NDA or MSA tables → outreach drafts

Litigation

• Case survey extraction → research memo
• Discovery review → motion to complete

In-house

• Policy audit → remediation plan
• Contract renewal tracker → executive summary and outreach emails

How to Use

Option A: Generate a Net-New Review Table

Best for repeatable extraction workflows.

Build

1. Open Workflow Builder.
2. Add a File upload block.
3. Add a Review table block.
4. Connect the File upload block as context.
5. Define your table columns (labels, prompts, types).
6. Add a Response block. Attach the Review table block to output it.

Run

1. Upload files.
2. The review table generates automatically.
3. Downstream Prompt blocks use the table to produce drafts or summaries.

Video Tutorial: Creating a Review Table in Workflow Builder

Option B: Use an Existing Review Table

Best for reusing verified or curated tables.

Build

1. Open Workflow Builder.
2. Add a Table selection block.
3. (Optional) Toggle Require fully verified tables.
4. Add a Prompt block that references the selected table.
5. Add a Response block. Attach the Prompt block to output it.

Run

1. Select an existing review table.
2. The workflow uses that table as structured context.
3. The Prompt block generates the output.

Video Tutorial: Selecting a Review Table in Workflow Builder

Migration of Existing Review Workflows

All existing review workflows that users previously created from Vault are now accessible in Workflow Builder as well.

• Names, descriptions, and column configurations stay the same
• Sharing settings are preserved
• No action is required

Notes and Limitations

• You can add only one Review table or Table selection block per workflow.
• Cell verification status does not yet carry over when you select a review table
• You can continue to attach up to two knowledge sources per Prompt block that uses a review table, as well as embedded files.
• Users with the create review workflow perm that do not have the Workflow Builder perm will no longer be able to publish review workflows to the entire workspace. This capability is reserved for Workflow Builder Admins, as per the Workflow Builder governance system.

Future updates will expand support for table metadata and multi-table workflows.

FAQs

Q: Do I need to migrate my existing review workflows?

No. Migration is automatic.

Q: Does the run experience change?

No. The interface and side-by-side review experience stay the same.

Q: We deliberately restricted who could create review workflows. Does this open it up to everyone?

No. Only users with the existing review workflow permission, or Workflow Builder permission, can create workflows with review tables.

Users with the create review workflow permission can create private review workflows from vaults. Workflow Builder access is required to use Review table and Table selection blocks in Workflow Builder.

This gives you granular control while still allowing users who were creating private review workflows to do so.