:Harvey:Support

Library Overview

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

Last updated: Oct 15, 2026

Important: As part of ongoing Harvey II updates, you may see a different experience in your account than what's shown in this article. Please refer to the Harvey II Overview for the latest on what's rolling out and when.

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. You can also create new resources directly from the Library.

Inside the Library, you'll find:

  • Workflows
  • Review Tables
  • Prompts
  • Playbooks
  • Examples

This article explains how to use each resource, how to create new ones, and when to use each.

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

Key Concepts

Key Concept

Definition

When to Use

Workflows

Workflows guide you through structured, multi-step processes.

Use workflows when you want to:

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

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

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

Playbooks

Playbooks are guides that help you review, analyze, and negotiate contracts consistently against your organization’s established positions.

Use playbooks when you want to:

  • Review a contract against established rules and positions
  • Apply consistent standards across contract reviews
  • Identify clauses that are acceptable, need review, or unacceptable

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

Create a Library Resource

To create a new resource, follow the steps below:

  1. Open Library.
  2. Select Create in the upper right corner.
  3. Choose the type of resource to create, such as Workflow, Prompt, or Playbook.

The Create menu only shows the resource types you have permission to create.

For detailed instructions on each resource, refer to:

Note: Custom agents aren't created from the Library. To build one, open Agents from the sidebar and select + New agent.

Use a Workflow

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

To use a workflow, follow the steps below:

  1. Open Library.
  2. Select the Workflows tab.
  3. Select a workflow.
  4. Follow the guided steps.

Use a Review Table Template

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 tables tab.
  3. Select the review table template you’d like to use.
  4. 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.

Use an Example

Examples are complete, real-world queries that include a prompt, source materials, and Harvey’s response. Use examples to see what high-quality output looks like and learn how to structure effective prompts.

To use an example, follow the steps below:

  1. Open Library.
  2. Select the Examples tab.
  3. Choose your desired example.
  4. Review the prompt, source materials, and Harvey’s response.
  5. At the bottom of the example, select Copy thread. This will copy the example into a new thread.

Examples can be used by anyone with the Library examples permission, but only Library admins can create and manage them.

Tips for Success

  • Use filters to quickly narrow down results instead of browsing manually
  • Star frequently used resources, then select Starred to find them quickly
  • Use examples to improve how you write prompts
  • Use workflows for repeatable, multi-step tasks
  • Keep prompts concise and focused for better results

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History

Discover previous Harvey queries and results.