Multi-Step Workflow Automation
Automate repetitive legal processes like NDA intake, document review, and approval routing using Claude's Skills and Cowork capabilities.
60-80% reduction in routine process time
Consistent process execution
Workflows & Enterprise Tools
The Problem
- ✗Repetitive processes consuming time
- ✗Handoffs creating delays
- ✗Inconsistent process execution
- ✗Limited scalability
- ✗Human error in routine tasks
How Claude Helps
Executes defined process steps, handles document processing, applies business rules, generates outputs, and enables human review at key points.
Step-by-Step Workflow
Map current process
Document all steps, decisions, and outputs in the current workflow.
Identify automation opportunities
Determine which steps can be automated and which require human judgment.
Design workflow with decision points
Create the automated workflow with branching logic and human checkpoints.
Build using Skills and Cowork
Implement the workflow using Claude's automation capabilities.
Test with sample inputs
Run the workflow against sample documents to verify accuracy.
Deploy and monitor
Launch the workflow and monitor performance metrics.
Example Prompt
Help me automate our NDA intake and processing workflow: CURRENT PROCESS: 1. Receive NDA from business partner via email 2. Log in matter management system 3. Determine if counterparty form or our form 4. If counterparty form: review against standards 5. If our form: minimal review needed 6. Identify issues requiring negotiation 7. Draft response (accept/redline/questions) 8. Route for approval if needed 9. Return to business partner AUTOMATION GOALS: - Reduce manual processing time - Ensure consistent review standards - Accelerate turnaround - Maintain audit trail BUILD A WORKFLOW THAT: 1. Accepts NDA document as input 2. Categorizes (counterparty vs. our form) 3. Reviews against our playbook 4. Generates issue summary 5. Drafts appropriate response 6. Flags for human approval if HIGH risk 7. Produces final output for business partner Include decision rules and output templates.
Frequently Asked Questions
How complex can automated workflows be?
Skills can handle sophisticated multi-step processes with branching logic. Start simple and add complexity.
What about human approval requirements?
Design workflows with human checkpoints for high-risk decisions. Automation handles routine; humans handle exceptions.
Can workflows integrate with other systems?
MCP integrations enable connection to document management and other systems.