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Workflows & Playbooks

Automate, standardize, and streamline your tasks and processes

Hayden
3 articles by 1 author

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 tha…

Create a Playbook in August

Create a Playbook in August. What Is a Playbook. A Playbook in August is a structured, firm wide guide that captures your standard contract language, review rules, risk positions, and fallback option…

Managing Workflow Permissions & Sharing in August

Managing Workflow Permissions & Sharing in August. Overview. Workflows in August allow users to run automated analyses, Playbooks, and bulk document tasks. Because these tools can affect large sets o…

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