Workflows & Playbooks

Automate, standardize, and streamline your tasks and processes

Workflows

Workflow Overview

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

Getting Started with the Workflow Builder

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

Workflow Permissions and Sharing in Workflow Builder

Learn how to manage workflow permissions, grant build or run access, and share workflows 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.