Building the Core Logic: Using the Workflow Prompt and Assets

Summary

After setting up your workflow's details, the next step is to build its core logic. You will do this by writing a high-level Workflow Prompt to define the AI's role and, where necessary, uploading Workflow Assets to provide it with your firm's specific expertise.

Why This is Important

This is the step where you transform a general AI into a specialized legal assistant that operates according to your firm's standards. A well-defined prompt and the right assets are the keys to AI legal workflow automation. They "ground" the AI, ensuring its outputs are not just accurate in general, but accurate and consistent for your specific needs.

Configuring Your Workflow's Core Logic

This screen has two main components that work together: the Prompt and the Assets.

1. The Workflow Prompt

The Workflow Prompt is the AI's high-level "job description" for the entire workflow. It should describe the AI's role, its overall purpose, and the tone it should adopt.

Workflow Prompt vs. Task Prompt It is critical to understand the difference:

• The Workflow Prompt defines the AI's role (the "who" and "why").

• The Task Prompts (which you will configure in the next step) define the AI's specific instructions (the "what" and "how").

Best Practice: Give the AI a clear persona. This helps it generate more consistent and professional results.

• Example: For a workflow that reviews NDAs, a strong Workflow Prompt would be:

  You are an expert paralegal specializing in contract review. Your job is to analyze Non-Disclosure Agreements based on our firm's specific criteria and standards, which are provided in the attached asset file.

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2. Workflow Assets

Workflow Assets are the "secret sauce" of your automation. They are the source-of-truth documents you can upload to give the workflow a specific knowledge base. The AI will refer to these assets to ground its analysis and ensure its responses align with your firm's unique expertise.

• What makes a good asset?

  • Playbooks: A document outlining your firm's position on specific contract clauses.

  • Checklists: A list of items to verify during a compliance review.

  • Templates: An approved document structure or boilerplate text.

  • Guidelines: A list of your firm's branding and tone-of-voice rules.

• Example: For our NDA Red Flag Analysis workflow, the perfect asset is a simple text file named NDA_Playbook.txt that lists and explains the specific "deal-breaker" clauses the AI must look for.

Best Practices & Pro Tips

• Be Specific in Your Prompt: Clearly state the AI's role and mention that it should refer to the uploaded assets. This explicitly connects its persona to its knowledge base.

• One Asset, One Purpose: For the best results, use focused, single-purpose assets. Instead of uploading a massive, 100-page firm manual, create a small, targeted text file that contains only the information relevant to that specific workflow.

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• Workflow Governance: Quality Control and Lifecycle Management

• How to Publish and Share Your Vincent Studio Workflow

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