Reuse and Standardize Your Work: Harvey User Quick Start Part 2

Overview

This quick start helps you save time by reusing good work in Harvey instead of starting from scratch each time.

• Use Workflows agents to run common tasks the same way every time
• Save prompts to Library so you can reuse them later
• Find and continue past work using History

By the end of this guide, you’ll have saved a prompt, run a workflow agent, and returned to past work without redoing it.

Before You Start

Prepare:

• A task you repeat often (e.g. clause review, summarizing redlines, drafting a memo)
• A prompt or output you were happy with and want to reuse later

You’ll use these as you work through the steps below.

Use Workflow Agents For Repeatable Tasks

Workflow agents help you run repeatable, multi-step tasks with consistent inputs, visible progress, and exportable outputs.

When to Use a Workflow Agent

• You repeat the same task across matters or documents
• You want consistent structure
• You don’t want to rewrite prompts each time

Common Uses

• Summarizing redlines
• Translating documents
• Drafting internal memos
• Running structured extractions

Run Your First Workflow Agent

Checklist

☐ Go to Library from the sidebar menu in Harvey.

☐ Filter and browse available Workflow agents and pick one to test, ideally with a real task you’re working on.

☐ Follow the steps to continue and run it.

Learn more: Workflow Agents Overview (Help Center)

Find and Reuse Past Work with History

Use History to find previous threads and outputs instead of recreating them.

Checklist

☐ Go to History from the sidebar menu in Harvey.

☐ Search or browse past work.

☐ Try reopening a thread to test what it’s like to return to previous work.

Learn more: History (Help Center)

Save Strong Prompts to Library

Use Library to save prompts that produce good results so you can reuse them later.

Checklist

☐ In Harvey, locate the historical thread that includes the prompt you want to save. Directly under the prompt, click Save prompt.

☐ If you have the prompt but not the thread, open Library from the text box in Assistant. Select the plus icon to create a new prompt.

☐ Fill out the required fields and select Save.

☐ Load it into the Assistant prompt box with one click next time.

Learn more: Use the Library to Access Prompts, Workflow Agents, and Examples (Help Center)

Review Prompts, Workflow Agents, and Examples in Library

From the Library, you can browse resources for how to use Harvey to accomplish a variety of tasks.

Checklist

☐ Go to Library from the sidebar menu in Harvey

☐ Select Prompts for a full list of saved prompts, including your organization’s and Harvey’s

☐ Select Workflow agents for a full list of saved workflow agents, including your organization’s and Harvey’s

☐ Select Examples for a list of sample inputs and associated outputs that demonstrate ways to use Harvey

Learn more: Use the Library to Access Prompts, Workflow Agents, and Examples (Help Center)

How These Features Work Together

Think of these features as three levels of reuse:

• History → Find something you already did
• Library → Reuse a good prompt, workflow agent, or find examples loaded by your organization
• Workflows agents → Standardize the entire task

You can start with History, move a good prompt into Library, and eventually use a Workflow agent when the task becomes routine.

What’s Next

Now that you know how to:

• Refine and standardize work
• Reuse successful prompts

You’re ready to advance to: Work with Large Document Sets: Harvey User Quick Start Part 3

Need Help?

• Ask Harvey Guide questions on how to use or troubleshoot a feature directly within the product. You can also ask for tips on how to accomplish a task with Harvey. Learn more: Harvey Guide (Help Center)
• If something looks missing, confirm the feature or source is enabled for your role