Workflow Agents

Describe how you work.
Donna does it from now on.

Build it in chat, or assemble the steps yourself. Either way, it runs your way every time, with no one to re-brief.

Donna · Workflow Builder
8/16 Curlewis Street, Bondi

Due diligence. Matter intake. Contract review.

The processes you run every week. Set one up, and Donna runs it the same way every time.

01 Describe

Brief Donna like a new associate.

Tell Donna what to read, what to look for, what to deliver. The steps appear in the builder as you talk.

Donna · Workflow Builder
8/16 Curlewis Street, Bondi
You
Build a workflow agent that reviews the contract of sale and vendor disclosure, and flags risks before exchange.
Donna
I'll set this up in three steps. You approve each one.
Create workflow agent draft
Add Legal Sources step
Add Prompt step
Add Deliver step
Donna
Review and publish when ready.

02 Refine

Make it yours.

Donna's first pass is a starting point. The whole workflow agent is on one screen: reorder steps, rewrite instructions, swap sources. Nothing goes live until you publish.

Workflow Builder

Pre-exchange contract review
Publish
Step 1·Legal Sources
Sources Add

Add legislation, regulations, or guidance for Donna to reference.

Conveyancing Act 1919 (NSW), s 52A

legislation.nsw.gov.au · indexed 38 pages

Strata Schemes Management Act 2015 (NSW)

legislation.nsw.gov.au · indexed 112 pages

Step 2·Prompt

Compare each clause against the legislation. Flag easements and covenants, owners corporation special levies, and finance condition dates. Cite the source for each finding.

Add step
DeliverFinal
ReplyDraftSpreadsheet

Appears in chat with findings, tables, or summaries

A clause-by-clause table of flagged terms, each with the cited section and the change to request before exchange.

03 Publish

The same standard, whoever runs it.

Publish a workflow agent and it's the firm's. Partner, junior, paralegal: whoever runs it gets the same output, and reviews it the same way they always would.

Library

Search
Workflow AgentsPrecedentsPlaybooksPrompts
Create a workflow agentAutomate complex tasks with multiple steps
StarredPractice area Creator Output Sort byRelevance

6 workflow agents

Contract review

Claire Donnelly

Vendor disclosure check

Foster & Webb

Pre-settlement checklist

Claire Donnelly

Client update

Megan Baker

Draft

Section 32 review

Foster & Webb

Cooling-off reminder

Claire Donnelly

04 Run

You see every step.

Open a matter, run the workflow agent. Donna shows the work as it goes: the documents it reads, the searches it runs, the drafts it writes.

8/16 Curlewis Street, Bondi · Conveyancing
You
Run the “NSW Apartment Purchase — Negotiation Letter to Vendor’s Solicitor” workflow agent.
Donna
Workflow agent runComplete

NSW Apartment Purchase — Negotiation Letter to Vendor’s Solicitor

Reading the documents
Reading documentsContract of sale.pdfVendor disclosure.pdfStrata report.pdf
Checking the legislation
Searching
Conveyancing Act 1919 (NSW)Strata Schemes Management Act 2015 (NSW)
Flagging what to negotiate

The strata report records a $12,000 special levy for façade works struck after the contract date. Worth shifting to the vendor before exchange.

Drafting the letter to the vendor’s solicitor

Done. Here is the first draft of the letter, grounded in the contract and the strata report. Open it to review and send.

Negotiation letter — vendor’s solicitor.docxDraft · just nowOpen
FilesLibrary

05 Deliver

Cited work, back in your hands.

A chat answer or an editable draft, with every claim traced to its source: a clause, a statute section, a precedent from your library.

Workflow agent
Complete

Contract review

Reading documents
Searching legal sources
Drafting the contract review summary
Contract review summary
8/16 Curlewis Street, Bondi: Contract review
3 risks flagged

The finance condition in special condition 12 expires before the building and pest date1. The Conveyancing Act 1919 (NSW) requires full vendor disclosure of easements2. An easement over the rear of the lot is not noted in the Vendor disclosure statement3.

  • Extend the finance condition past the building and pest date
  • Confirm the rear easement and request a vendor amendment
  • Check the cooling-off period has not lapsed

Citations

1 Contract of sale.pdf · special condition 12

2 Conveyancing Act 1919 (NSW), s 52A

3 Vendor disclosure.pdf

Every matter,
the same care as your first.

Set up your first workflow agent. Donna runs it from then on.