Agents & Workflows

Automate, standardize, and streamline your tasks and processes

Getting Started

Getting Started with Agent Builder

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

Workflow Agents Overview

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

Build Custom Agents

Confidently hand off routine work to Harvey by turning your processes and standards into reusable custom agents.

Run and Schedule Custom Agents

Find, run, and schedule custom agents from the Agents page in Harvey.

Configuration & Administration

Manage 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.

Embed Vaults and Knowledge Sources in Workflow Builder

Learn how to embed sources in custom workflows to help your team produce more accurate, consistent, and context-aware results.

Managing Agents

Learn how workspace admins can assign agent permissions, manage all workspace agents, and review requests to share agents.