Workflow Agents

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

Build it in chat or assemble the steps yourself. Once published, Donna follows your process across every matter, without another briefing.

Donna · Workflow Builder
8/16 Selwick Street, Bondi

01 Describe

Brief Donna like a new associate.

Tell Donna what to read, what to look for and what to produce. As you explain the work, each step appears in the builder.

Donna · Workflow Builder
8/16 Selwick 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.
Plan
  • Create the workflow draft
  • Add the Legal Sources step
  • Add the Prompt step
  • Add the Deliver step
Donna
Review and publish when ready.

02 Refine

Make it yours.

Review every step in one place. Reorder the sequence, rewrite instructions and change the sources. Nothing is published until you are ready.

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 it once and it becomes the firm's way of working. Whoever runs it starts with the same steps, instructions, sources and review points.

Library

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

6 workflow agents

Contract review

Claire Donnelly

Commercial lease review

Foster & Webb

Pre-settlement checklist

Claire Donnelly

Due diligence report

Megan Baker

Draft

Retail lease disclosure

Foster & Webb

Cooling-off reminder

Claire Donnelly

04 Run

You see every step.

Start the workflow from any matter and follow the work as it happens. See the documents Donna reads, the searches it runs and the drafts it creates.

05 Deliver

Cited work, ready for review.

Donna returns an answer or editable draft with every claim linked to its source, from matter documents and legislation to precedents in your library.

Workflow agent
Complete

Contract review

Reading documents
Searching legal sources
Drafting the contract review summary
Contract review summary
8/16 Selwick 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

Your best process,
every time.

Build your first workflow agent. Donna follows it across every matter.