Release Notes
Embed Vaults and Regional Knowledge Sources in Workflow Builder
Create and run custom workflows grounded in your organization’s data and regional knowledge sources—embedding vaults and jurisdiction-specific materials to deliver accurate, locally relevant results.
What's New
Now you can embed regional knowledge sources, vaults, or knowledge bases directly into custom workflows.
Why it Matters
When sources are embedded into workflows, they help teams produce more accurate and context-aware results by grounding each workflow step in relevant internal and external knowledge. Instead of manually uploading files or selecting sources on every workflow run, embedded sources pre-applies relevant knowledge and standardizes team inputs more efficiently.
How to Use
For sample use cases, step-by-step guidance, and FAQs, read Embed Vaults and Knowledge Sources in Workflow Builder.
Notes and Limitations
- The list of available knowledge sources depends on your workspace permissions. Workflow Builder uses the same access framework as Assistant, with the same available knowledge sources per user.
- To run a workflow with an embedded Vault file, you must have permission to access the vault it resides in. If not, Harvey displays an access warning for that file.
- Premium or partnership-based databases (e.g., LexisNexis, Lefebvre) and Tax AI sources are not yet supported in Workflow Builder.