Workflow Overview

Workflow Overview

Use August’s streamlined workflows to quickly accomplish tasks — without the need to draft complex prompts.

Overview

Workflows in August guide you through multi step processes that gather inputs, process documents, and produce high quality outputs. Instead of prompting each step manually, August manages the sequence for you, providing progress updates and delivering a final summary, table, memo, or draft for review and export.

Accessing Workflows

• Open the Workflows tab in the sidebar of the August web app
• You can also start workflows from inside a Matter or when uploading or working with document sets

Using Workflows

1. Choose a workflow category such as Transactional, Litigation, Compliance, or General
2. Use filters to find workflows by output type such as table, memo, or draft
3. Provide required inputs such as uploaded files, documents from connected repositories, text parameters, or dropdown selections
4. Select Run to begin the workflow

After the workflow completes, you can:

• Expand the result to view each step the AI performed
• Review extracted data, summaries, or drafts
• Ask follow up questions or request revisions
• Share the output with colleagues
• Export results to Word, Excel, or PDF

Draft Editor in Workflows

Some workflows generate a draft. The built in Draft Editor allows you to:

• Refine or edit the draft inside August
• Reformat or polish the content
• Prepare internal memos, client alerts, draft agreements, research documents, or summaries without needing to export immediately

Technical Guidelines

Each workflow specifies supported file types, size limits, and requirements such as PDF, Word, or Excel. These guidelines ensure performance and reliable output. Supported formats and limits expand over time.

Available Workflows

General

• Proofread for Spelling and Grammar
• Translate Documents
• Draft a Client Alert or Internal Memo
• Extract Timeline of Key Events

Transactional and Corporate

• Contract Due Diligence and Key Terms Extraction
• Draft or Redline Agreement from Template
• Post Closing Obligations or Compliance Timeline

Litigation, Dispute, and Evidence Review

• Deposition or Transcript Analysis
• Discovery Response Summary and Issue Spotting
• Legal Research Memo

Compliance, Regulatory, and Internal Policy

• Policy to Regulation Mapping
• Bulk Document Summarization and Compliance Audit

Why Use Workflows

Efficiency at Scale

Process dozens or hundreds of documents far faster than manual review.

Consistency and Standardization

Outputs follow firm templates, style guides, and risk guidelines.

Transparency and Traceability

View every step taken by the workflow and export results for audit or reporting.

Scalability

Ideal for due diligence, discovery, and large compliance projects.

Seamless Integration

Workflows operate alongside Matters, Quill, Tabular Review, and document integrations to support continuous work.

Using August workflows transforms what once required days or weeks of manual effort into fast, structured, AI supported processes so you can focus on strategy, analysis, and client value.