Workflow Agents & Playbooks

Automate, standardize, and streamline your tasks and processes

Workflow Agents

Workflow Agents Overview

Use Harvey’s streamlined Workflow agents to quickly accomplish your tasks, without the need to prompt.

Getting Started with Agent Builder

Create and share custom Workflow agents to automate repetitive tasks and elevate your team's output.

Permissions and Sharing in Agent Builder

Learn how to manage Workflow agent permissions, grant view and run access, and share Workflow agents across your workspace—from creation and collaboration through admin approval and publication.

Playbooks

Create a Playbook

Standardize and streamline contract review by creating a playbook directly from your contracts.

Playbook Builder Permissions

Learn how playbook permissions work.