You already have workflows in place, regardless of AI involvement. A renewal needs a business decision, a risk review, and sometimes a renegotiation. A vendor review involves three teams, two exceptions, and an approval that only matters in certain cases. The processes required to accomplish these tasks, the combination of human interface and software, creates a workflow. But AI is changing how we approach these processes, granting users more control and precision. To creating elegant AI workflows, all you have to do is ask.
LinkSquares’ Workflow Builder Agent helps you work through that complexity. Describe the outcome you want, share the process as you understand it, and collaborate with the Agent to organize the steps, connect information, and apply the right rules. You can start with a simple prompt. The Agent checks what’s available in your account and asks questions to clarify the details before building.
When prompting the Workflow Builder Agent, or any AI tool, a helpful starting point is to start with the desired outcome. With Workflow Builder Agent, that goal might be getting an NDA signed, making a renewal decision before a notice deadline, or checking whether a vendor is meeting its commitments. Here’s how to turn it into a workflow your team can use.
1. Start with the outcome and the messy details
You don’t need a finished process map to begin. Bring the Agent the problem you’re trying to solve, including the parts you haven’t quite worked out.
Try:
“Help me build a renewal workflow so contract owners have time to decide whether to renew, renegotiate, or end an agreement before the notice deadline.”
Or go deeper:
“Our vendor reviews bounce between Legal, Security, and Procurement. Everyone waits for Legal, even when their reviews could happen independently. We also need an extra approval for high-risk agreements. Help me organize this into a simpler workflow.”
That gives the Agent a business problem to help structure. You can ask it to propose an approach and explain the sequence before building it.
Use that conversation to work through the process together. Explain where work stalls, which decisions matter, and what a successful result looks like.
2. Let the Agent ask the next question
A simple opening prompt is enough to get the conversation moving. The Agent can check existing templates, people, groups, and playbook rule categories, then ask for the information it needs.
For example, it may ask which template to use, who should approve an agreement, or how the workflow should start. Answer with the names and details from your account, and keep building from there.
Try:
“I want to automate our vendor renewal reviews. Help me work through the timing, reviewers, and decisions we need before building the workflow.”
As you respond, the workflow takes shape in the canvas beside the conversation. You can review the structure as it develops and edit steps directly whenever that’s easier.
Specific context is useful when you have it. Questions are useful when you don’t. Both belong in the conversation.
3. Choose how the work should begin
An intake form is one starting point. Existing agreements and recurring business needs can start the process, too.
For renewals, consider the dates already captured in your contract data. Smart Values can provide renewal and notice information that helps your team act before a decision becomes urgent.
Try:
“Build a workflow that starts when an agreement reaches its renewal window, using our renewal and notice-date Smart Values. Have LinkAI summarize the renewal terms and termination requirements, then assign the contract owner a task to recommend whether to renew, amend, or decline.”
For ongoing vendor management:
“Create a quarterly vendor SLA review workflow. Have LinkAI summarize the agreement’s service commitments, ask the business owner to assess performance, and escalate issues to Procurement or Legal.”
Tell the Agent the event or timing you want, then confirm the available trigger and its configuration in the canvas. A workflow without an automatic trigger uses manual kickoff. Each workflow supports one active start mode, so processes with different starting events may need separate workflows.
For requests that do begin with intake, explain which decisions the answers should support:
“Ask whether the vendor processes personal data so we can include Privacy review only when it’s needed.”
The starting point should fit the work you’re trying to accomplish.
4. Borrow a useful structure from Blueprints
If your process resembles a common pattern, Workflow Blueprints give you a structure to react to. The library includes Renewal Workflow and Vendor Performance / SLA Review, alongside NDA intake, DPA review, SaaS purchasing, and approval patterns.
Blueprints also show how more sophisticated workflows fit together, including parallel reviews, conditional approvals, and handling a rejected approval.
To combine a Blueprint with the Agent:
Open Library > Workflows > Blueprint Library and choose the closest starting point.
Select Use template, review the structure, and save the draft.
Select Edit with LinkAI and describe how you want to adapt it.
Try:
“Adapt this Renewal Workflow for our vendor agreements. Include a business-owner recommendation before Legal’s decision, and make sure Legal receives the AI summary of renewal terms.”
Or:
“Use this parallel approval structure for our vendor reviews. Keep Legal involved in every review, and include Privacy only when personal data is involved.”
Blueprints provide the structure. Before publishing, set the assignees, replace example conditions with your policies, and connect the existing templates and LinkAI Prompt configurations the workflow needs.
5. Explain the rules behind the exceptions
Conditional logic helps involve the right people for each situation. Describe the policy in plain language, and the Agent can configure the conditions that determine whether a step runs.
Try:
“Have Legal review every vendor agreement. Add General Counsel approval when the AI risk review returns High.”
“Include Governmental Affairs approval if the engagement is in California OR involves a government agency.”
“Include Privacy review only when the vendor processes personal data AND the agreement is on third-party paper.”
Be clear about whether you want an additional approval or a different reviewer. “Add General Counsel approval for high-risk agreements” keeps the normal Legal review in place. “Send employment agreements to employment counsel and all other agreement types to commercial counsel” calls for separate steps with conditions that cover each case.
You can also route by spend bands. If your source is a dropdown, use its exact option labels:
“Require Finance approval when Purchase band is ‘$50,000 or more.’”
In the canvas, each conditional step displays a Runs if statement. Read it back against your policy and test the different cases. For routing that should select one reviewer, check that the conditions cover every option without overlapping.
Your policies give the Agent the context to build a process that fits your organization.
6. Connect the work and the information
An efficient workflow gives people the information they need when it’s their turn to act. Explain which steps can happen together, which depend on earlier work, and what should carry forward.
For a renewal review:
“Run the LinkAI summary before the business-owner review, and include the summary in the review task’s description.”
For cross-functional review:
“Run Legal and Security reviews in parallel. Put final approval after both reviews are complete.”
For a recurring performance check:
“Have the business owner assess performance against the SLA summary. Include Procurement review only when the owner reports a missed commitment.”
This is where the Agent can help untangle a process that has accumulated unnecessary handoffs. Ask it to help simplify the sequence, then review the proposed structure together. Information used in a later condition needs to come from the project or an earlier step, so confirm the source is available before that decision runs.
7. Refine the workflow as your process evolves
You can keep working in the same conversation or open an existing workflow with Edit with LinkAI. Describe the change you need in the context of what’s already there.
Try:
“Help me simplify this workflow. Which reviews could run in parallel?”
“Move the AI summary before the owner’s decision and include it in that task.”
“Change the escalation condition so Procurement is involved only when the business owner reports an SLA issue.”
“Walk me through what happens when the owner recommends declining a renewal.”
You can request several related changes at once. There’s no need to rebuild a workflow because your team adds a reviewer or changes a policy.
For an already published workflow, review your changes before saving: saved changes take effect immediately. If you want to experiment with a different structure, clone the workflow and work on the copy.
8. Test the decisions before you publish
New workflows created by the Agent are saved as drafts. You decide when to publish and who can use them.
Before rollout, confirm the starting event, assignees, conditions, and referenced templates or prompts. The Agent uses items already in your account; any needed templates, playbook rule categories, or LinkAI Prompt configurations must exist first.
Then run representative examples through the workflow. For a renewal review, test different owner recommendations. For conditional approvals, test a case that requires the approval and one that should skip it. Confirm parallel reviews and final approvals behave as intended, and that people receive the information they need.
You can ask the Agent to help you think through those scenarios:
“Walk me through this workflow for a high-risk renewal and a routine renewal. Help me identify the cases I should test.”
A useful starting prompt
When you’re ready to build, try this:
“I want to [business outcome]. Today, [describe the process and where it gets messy]. The important rules are [policies or exceptions]. Help me design a workflow, and ask me what you need to clarify before building it.”
Add what you know and work through the rest with the Agent. Bring it the renewal that keeps sneaking up on you, the approval chain with too many handoffs, or the vendor review that lives across six email threads. That’s useful material for your next workflow.
To get started, open Library > Workflows and describe the process you want to automate, or choose a Blueprint and make it your own.
Prompting is a skill that you build over time, and with the Workflow Builder Agent, you have a collaborative partner to help you streamline and refine your legal processes every step of the way.