Release Notes
Web in Custom Workflows
Use web search within the Workflow Builder to incorporate up-to-date, real-world information directly into your workflows.
What's New
Previously, workflows could only reference static files or internal knowledge bases. This meant research-heavy or regulation-checking workflows were limited by the model’s historical data. Now, you can use web search as a knowledge source within the Workflow Builder.
Why it Matters
- Workflows can reference the most recent cases, news, and regulatory updates.
- Firms can automate routine research steps that previously required manual look-ups.
- Outputs are better grounded, timely, and verifiable through linked web citations.
How to Use
For guidance, refer to Step 2: Configure Prompts with AI Actions within our article, Getting Started with Workflow Builder.
Example Use Cases:
- Draft deal summaries that incorporate recent press releases or filings.
- Update compliance workflows with the latest regulatory changes.
- Perform quick market or jurisdictional research within a repeatable workflow.
FAQs
Q: Do I need special access to use Web Search in workflows?
Yes. Web Search must be enabled for your workspace. If you already have access to Web in Assistant, you can use it in Workflow Builder as well.
Q: Can I restrict Web results to specific sites or URLs?
Not yet. The first version supports general web search; the ability to specify particular URLs will come later.
Q: Will Web Search cite its sources?
Yes. Web content appears as citations in the workflow’s output, alongside any Vault or file-based references.