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 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, 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 a Workflow For Repeatable Tasks

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

When to Use a Workflow

• 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

Checklist

☐ Go to Workflows from the sidebar menu in Harvey.

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

☐ Follow the steps to continue and run it.

Learn more: Workflows 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 Prompts from the text box in Assistant. Click Create new prompt.

☐ Fill out the required fields and click Save.

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

Learn more: Use Library Prompts and Examples (Help Center)

Review Prompts and Examples in Library

From the Library, you can browse prompts and examples of how to use Harvey to accomplish a variety of tasks.

Checklist

☐ Go to Library from the sidebar menu in Harvey

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

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

Learn more: Use Library Prompts 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 or find examples loaded by your organization
• Workflows → Standardize the entire task

You can start with History, move a good prompt into Library, and eventually use a workflow 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