Associate Workflow Training

If you find yourself entering the same series of prompts every time a certain document lands on your desk, that's a workflow. This build-along session shows you how to save those steps once and rerun them whenever the task comes up again.

We'll tour Associate's pre-made templates, break down the building blocks of a multi-step workflow—prompts, questions, and Ask for File steps—then build and test one together from scratch.

Who it's for: Established users with repetitive, multi-step tasks

Length: 30–45 minutes

Prep: Come with a task you repeat often, plus a sample agreement if you'd like to use your own materials