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Library Overview

Discover Harvey's access point for your favorite workflow agents, review tables, prompts, playbooks and examples.

Last updated: Sep 4, 2026

Overview

The Library is your organization's central hub for repeatable work in Harvey. It contains reusable resources — some created by Harvey and your workspace admins, some saved by you — that you can use instead of building each task from scratch.

Inside the Library, you'll find:

  • Workflow agents
  • Review Tables
  • Prompts
  • Playbooks
  • Examples

This article explains how and when to use each resource to streamline common tasks and move quickly from discovery into execution.

Workspace admins can refer to Managing the Library For Your Workspace for more on creating, saving and managing resources within library.

Key Concepts

Key Concept

Definition

When to Use

Prompts

Prompts are the questions or instructions you give Harvey to complete a task.

Use saved prompts when you want to:

  • Run a specific task quickly

Workflow agents

Workflow agents guide you through structured, multi-step processes.

Use Workflow agents when you want to:

  • Follow a repeatable process
  • Ensure consistency across tasks
  • Reduce manual effort in complex work

Examples

Examples are complete, real-world queries that include:

  • The prompt
  • Source materials
  • Harvey’s response

Use examples when you want to:

  • See what high-quality output looks like
  • Learn how to structure effective prompts

Review tables

Review table templates let you save the columns from a review table and reuse them later.

Use review table templates when you want to:

  • Start a new review table from a saved template instead of building it from scratch

Use a Workflow Agent

Workflow agents guide you through structured, repeatable tasks to standardize complex processes and ensure consistent results.

To use a workflow agent, follow the steps below:

  1. Open Library.
  2. Select the Workflow agents tab.
  3. Select a Workflow agent.
  4. Follow the guided steps.

Use a Review Table

Review table templates allow you to start a new review table from a saved template instead of building it from scratch. You can use a review table template created by your workspace admin or use one of Harvey’s pre-built review table templates (detailed below):

  1. Open Library.
  2. Select the review table you’d like to use as a template.
  3. Choose Continue to create your new review table. You can remove, rename, or add columns after the table is created.

You can browse Harvey’s pre-built review table templates below:

Use a Prompt

Prompts let you use a pre-saved question or instruction when querying in Harvey.

To use a saved prompt, follow the steps below:

  1. Open Library.
  2. Select the Prompts tab.
  3. Select a prompt.
  4. Select Use prompt. The prompt will populate in the prompt text box, where you can edit or run it.

Use a Playbook

Playbooks are sets of rules or guidelines that contain your organization's established positions. In Harvey, you can apply playbooks directly to contracts to streamline your review. Harvey compares the contract against your playbook and surfaces what needs a closer look.

To use a playbook to review a contract, follow the steps below:

  1. Open Library.
  2. Select the Playbooks tab.
  3. Choose the playbook you’d like to run and select Run in the upper right corner.
  4. The playbook will open in a new thread, where you can attach the contract that you’d like to run the playbook against.

Refer to Use Playbooks to Review Contracts for more information on using Playbooks.

Tips for Success

  • Use filters to quickly narrow down results instead of browsing manually
  • Star frequently used resources for faster access
  • Use examples to improve how you write prompts
  • Use workflow agents for repeatable, multi-step tasks
  • Keep prompts concise and focused for better results

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History

Discover previous Harvey queries and results.