How to Create and Configure Tasks for a Workflow

Summary

Tasks are the specific actions your workflow performs. You create them in Step 3 of the workflow builder by clicking + Add Task and configuring the details in the "New Task" window. This guide walks you through that process step-by-step.

Why This is Important

Tasks are the heart of your automation. While the workflow sets the overall goal, the tasks do the actual work, analyzing documents, extracting data, and drafting content. Mastering task configuration is the most critical skill for building powerful and flexible custom legal workflows that deliver precise, reliable results.

Immediate vs. Suggested Tasks: A Strategic Choice

Before you create a task, you must decide where to place it.

• Immediate Tasks: These run automatically as soon as the user provides their input (like uploading a file). Use this for the most critical, high-value action you want to deliver instantly.

• Suggested Tasks: These appear as clickable buttons after all immediate tasks are complete. Use these to offer logical next steps and guide the user through a multi-stage process.

English Interface

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Creating a New Task: A Step-by-Step Guide

In either the Immediate or Suggested section, click + Add Task and choose Create New Task. This will open the configuration window.

English Interface

Interfaz en Español

1. Task Details

This is the basic information for your task.

• Name: Give the task a clear, action-oriented title (e.g., Identify Hostile Clauses).

• Description: Briefly explain what the task does. This helps you and your colleagues reuse it later from the Task Library.

2. Optional Conditions

This section sets rules for when a task can run.

• Task Dependency: Makes this task available only after another selected task is complete. This is perfect for creating a logical, step-by-step process.

• Required Document(s): Tells the AI what kind of document to expect (e.g., Contract, Pleading). This helps Vincent better understand the context of the file.

• Required Context: Use this when a task needs a specific point of view. For example, you can require the user to state the represented party (e.g., "Plaintiff" or "Defendant"). The AI will then perform its analysis from that specific perspective.

3. Task Instruction(s)

This is the "engine" of the task where you provide the specific instructions for the AI.

• Action Type: This is the most important choice you will make. It defines the method Studio will use to perform its work (e.g., analyzing a whole document, comparing two files, etc.).

• Prompt: This is where you write the detailed, step-by-step instructions for Studio to follow. Be as specific as possible.

Best Practices & Pro Tips

• One Task, One Job: A single task should be responsible for one clear, distinct activity. If your prompt is becoming very long and complex, consider breaking the process down into two or more separate tasks.

• Write Prompts Like a Manager: Be clear, specific, and direct in your task prompts. Provide examples of the output format you expect. The more precise your instructions, the more reliable your results will be.

Related Articles

• How to Publish and Share Your Vincent Studio Workflow

• Understanding Data Security and Compliance in Vincent Studio

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