In the "Plans & Flows" section, you set up tasks that the Legal Agent carries out on its own and on a recurring basis, without anyone having to start a conversation. We call each of these entries a plan.
What it's for
Recurring contract work that you would otherwise have to kick off manually each time, for example:
a weekly report on upcoming notice periods and renewals,
a monthly overview of open risks in a specific folder,
every newly uploaded supplier contract is automatically reviewed against a specific playbook,
a summary of changes is automatically created whenever a new contract version is added.
Two types of triggers
Every plan has a trigger that determines when it runs:
On a schedule: daily, weekly (on a specific day of the week), monthly, quarterly or yearly, each at a fixed time in a specific time zone. Unless specified otherwise, Europe/Zurich applies.
On a contract event: when a contract is uploaded, receives a new version or changes its status.
How a run works
A new agent run per trigger. It has no knowledge of previous conversations, so the instructions must be complete and self-explanatory.
References are linked directly. Contracts, playbooks and folders aren't just described but attached directly. They are reloaded on every run, using your current access rights.
Each run writes its result to a separate conversation. If you like, a document or report can also be created. Plans that create a report also appear on the Reports page.
Who gets notified: always you. You can also add colleagues from the workspace, who will then get access to the result. A report can also be sent as a PDF by email.
Costs: Every run uses workspace credits. That's why you confirm each new plan via a summary card before it becomes active.
What you can do there
Create, pause and reactivate plans
View the history: when a plan ran and whether it actually delivered what it was supposed to. "Successful" doesn't always mean that, for example, the report was actually created.
Run a scheduled plan immediately as an extra run, for example to repeat a failed run. This isn't possible for event-based plans; they only run again at the next event.
Set up a plan in chat
Just tell the Legal Agent what should happen and when. It will set up the plan, and you confirm it.