Accessing Vincent Studio and Navigating the Main Interface

Learn how to access Vincent Studio and navigate its main interface, including understanding the Workflows, Tasks, and Options tabs.

Summary

To access Vincent Studio, click the Vincent Studio button in the left-hand navigation menu of the main Vincent interface. Once inside, you will find three main tabs: Workflows, Tasks, and Options/Types, which are the primary areas for building and managing your automations.

Why This is Important

Familiarizing yourself with how to access and navigate the Vincent Studio interface is the first step to building your own no-code legal AI tools. Understanding the purpose of each tab will help you efficiently manage your projects, reuse components, and organize your custom workflows.

How to Access Vincent Studio

If your organization is part of the Vincent Studio beta program, your account has been granted Publisher access. There are no extra steps required.

  1. Log in to your vLex account as you normally would.

  2. From the main Vincent dashboard, locate the left-hand navigation menu.

  3. Click on the Vincent Studio button at the bottom of the menu to enter the builder interface.

Access Vincent Studio directly from the main navigation menu.

Navigating the Main Interface

When you enter Vincent Studio, you will land on the Workflows tab by default. The interface is organized into three key sections, accessible via tabs at the top of the navigation panel.

1. The Workflows Tab

This is your main dashboard for managing complete, end-to-end automations. From here, you can see a list of all workflows created by you and other Publishers in your organization.

The Workflows list shows you key information at a glance:

  • Name: The title of the workflow.

  • Description: A brief summary of what the workflow does.

  • Owner: The person who created the workflow.

  • Last Modified: The date the workflow was last updated.

  • Last Modified By: The name of the person who made the last change.

  • Visibility: Who can access the workflow: Only for individuals authorised or For all organization.

  • Status: The workflow's state. Draft is private to you. Published is live for its designated audience.

You can also use the New Workflow button here to start the building process.

2. The Tasks Tab

This tab displays your organization's Task Library. A Task is a reusable component of a workflow that performs a specific activity.

Think of this as your library of building blocks. Any task you or a colleague creates can be saved here and reused in multiple different workflows. This is a powerful feature for saving time and ensuring consistency across your automations.

3. Table Templates

This is an administrative area where you can define and manage specific data types or options that can be used across various workflows.

Simplify workflows by managing reusable data types with Table Templates.

Best Practices & Pro Tips

  • Explore Existing Workflows: Before building your first workflow from scratch, take a moment to explore the Workflows tab. See what your colleagues have already built. This can provide inspiration and prevent you from duplicating work that has already been done.

  • Start with the End in Mind: Always begin your building process in the Workflows tab by clicking New Workflow. The guided, step-by-step wizard will then prompt you to create or add tasks as needed.

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