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Workflows

Smart Templates turn any routine task into a standardized, ready-to-use workflow for your entire team.

What are Workflows?

Workflows are standardized, multi-step processes that break a recurring legal task into a clear sequence, with each step featuring a proven built-in prompt, so your whole team handles the task consistently. Apply a complete workflow end-to-end, or use individual templates on their own.

How to use Templates

You select a template from the Templates overview, enter any required inputs, such as text or a document, and then run it. Multi-step templates run as a workflow you can follow in real time as Noxtua works through each step.

The main capabilities

  • Workflow steps – break a task into up to five steps that run as a sequence

  • User input fields – prompt the user for the text or files a template needs

  • Knowledge sources – attach reference documents that guide Noxtua every time the template runs

  • Shared library – share your templates across the organization, or use predefined ones from Noxtua and legal publishers

How to set up a Template

  1. In the chat, click "Templates" below the input field, then select "New Template."

  2. Give the template a clear name and a description.

  3. Add the workflow steps, user input fields, and knowledge sources your task needs.

  4. Enter the prompt, then click "Create & Share" to save it and share it with your organization.

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