# Creating Custom Workflows

Jurisphere’s **Create Workflow** feature allows you to build repeatable processes that suit your exact needs. These workflows can help you curate the exact steps taken by the tool in processing your documents and generating answers. Workflows are also a great way to unlock the drafting capabilities on the Document Review tool.

On Jurisphere, you can create workflows in two methods:

1. **Create from scratch** (by defining instructions, format, and style yourself), or
2. **Upload a document template** (for replicating structure and tone from a previous draft).

{% hint style="info" %}
Workflows created by you are under the '**Personal**' tab in the Workflow Display and Library.
{% endhint %}

### Accessing the Create Workflow Modal

From **Document Review**, click on <mark style="color:blue;background-color:blue;">**Create your own workflow**</mark>, which is the first tile in the Workflow Display

.

<figure><img src="/files/9XXv2y2FK2YO8rwjaq6V" alt=""><figcaption></figcaption></figure>

This will open the **Create Workflow** modal, where you can configure your workflow’s inputs, format, and style.

***

### Option 1: Creating a Workflow from Scratch

You can build workflows to put in place complex tasks to be performed in an accurate and effortless experience on Jurisphere. This is useful when you:

* Have instructions that aren’t tied to a specific past document (like draft review, **improving&#x20;**<mark style="color:purple;">**clauses in agreements**</mark>**, flagging&#x20;**<mark style="color:red;">**inconsistencies in evidence**</mark>, etc)
* Want to define a new drafting style or structure (for recording emails, pricing letters, etc)

<figure><img src="/files/N8JyuiYTAppPkmcrOX3m" alt="" width="563"><figcaption></figcaption></figure>

Steps:

1. **Title:** Give your workflow a descriptive name (e.g., “Note on Draft Issues”).
2. **Query**: Enter the exact instructions the tool should follow when running this workflow. This can be as detailed as needed, including legal context, structure requirements, or content rules.
3. **Format**: Specify how the output should be structured (e.g., numbered lists, bullet points, tables, sections, etc).
4. **Style**: Indicate tone, sentence structure, or special formatting (e.g., formal legal drafting, section headings, bold declarations).
5. **Tags & Sharing**: Add up to two tags and decide if you want to share the workflow with your organization.

Refer to our [Prompting Guide](/jurisphere-guide/resources/prompting-guide.md) for the best way to structure your instructions.

### Option 2: Create from a Template

If you have a prior draft that you want the workflow to emulate:

{% stepper %}
{% step %}

#### **Upload the Template**

* Drag and drop or click to upload a PDF or DOCX (Up to 50MB). Alternatively, you can also select a template directly from your previously uploaded documents.
* No anonymization needed — the workflow will read and adapt the structure, headings, and tone automatically.
  {% endstep %}

{% step %}
**Review Extracted Details**

* The builder will extract format, tone, and style automatically.
* Make any adjustments before saving.

{% hint style="info" %}
The workflow extraction can take between 30 to 60 seconds.
{% endhint %}
{% endstep %}

{% step %}

#### Customize and Save

* Give your workflow a clear title (this will help improve auto-suggestion while tpying in the Document Review prompt box as well)
* You can also <mark style="color:blue;">**share your workflow with your organization**</mark> or tag it for easier identification.
  {% endstep %}
  {% endstepper %}

<details>

<summary>Suggested use cases and templated workflows </summary>

<table data-header-hidden><thead><tr><th width="167.8956298828125">What You Want to Draft</th><th width="309.9215087890625">What Template You Can Put</th><th>Documents to be Selected When Using the Workflow</th></tr></thead><tbody><tr><td>Board Resolution</td><td>A previous board resolution with your preferred preamble, resolution wording, and signature blocks</td><td>Meeting agenda, draft minutes, and relevant corporate records</td></tr><tr><td>Special Leave Petition (SLP)</td><td>The body of the SLP from a previous filing for the main Petition Drafting Workflow, and separate workflows for the ancillaries, accompanying applications, etc.</td><td>Lower court proceedings and impugned judgment</td></tr><tr><td>Regulatory Compliance Advisory Note</td><td>A past advisory note with your established heading sequence, executive summary, and recommendations</td><td>Relevant legislation, client’s query, and background documents</td></tr><tr><td>Legal Notice for Breach of Contract</td><td>A prior breach-of-contract notice with your preferred structure, tone, and sectioning</td><td>Executed agreement, relevant correspondence, and evidence of breach</td></tr><tr><td>Reply to Consumer Complaint</td><td>An earlier consumer complaint reply with standard factual rebuttal and legal defence structure</td><td>Copy of the consumer complaint, purchase or service records, prior communication</td></tr><tr><td>Written Submissions</td><td>Written submissions from a previous matter with the same court or tribunal, keeping preferred sequencing of issues and authorities</td><td>Pleadings, evidence, and relevant case laws for the current matter</td></tr><tr><td>Criminal Bail Application</td><td>A previous bail application with standard opening, grounds for bail, and prayer sections</td><td>FIR/complaint copy, case diary extracts, and relevant court orders</td></tr><tr><td>Interim Application in Civil Matter</td><td>A prior interim application format with your preferred cause title, body, and prayer structure</td><td>Main suit/plaint copy, supporting affidavits, and evidence documents</td></tr><tr><td>Corporate Consent Letter</td><td>A prior consent letter format for director/ auditor appointment with standard body text</td><td>Details of appointee, relevant corporate filings, and resolution extracts</td></tr><tr><td>Lease Termination Notice</td><td>A previous lease termination letter with your standard opening, termination grounds, and notice clause wording</td><td>Executed lease agreement, payment/ default records, and correspondence</td></tr></tbody></table>

</details>

### Editing and Deleting Custom Workflows

1. Open the Workflow Library by clicking 'Explore more workflows'
2. A pop-up opens with the Workflow Library modal.
3. Navigate to the 'Personal' category on the left pane.
4. Hover over the workflow you wish to modify - you will see the edit and delete buttons here.

{% embed url="<https://files.gitbook.com/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F2zbn28n79AjHkgxNqfPb%2Fuploads%2FwGsXQt5kHbGMjx9pKdwe%2F1759871234837058.mp4?alt=media&token=e2ff639b-7a78-4d4c-a207-73493526e583>" %}

{% hint style="warning" %}
Reminder: Deleting a custom workflow cannot be undone
{% endhint %}


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