Custom workflow agents
BetaBuild your own multi-step agent with triggers, conditions, and actions. No code.
- ✓Visual workflow builder — no code
- ✓5+ trigger types
- ✓10+ action types (scan, Vio Q&A, redline, share, email, webhook, etc.)
- ✓Conditional branching
What it is.
A visual workflow builder for chaining LexVio actions together. Triggers (new document, schedule, webhook), conditions (clause exists, value over threshold), and actions (scan, run Vio, email, create matter) — drag-and-drop.
Useful for firm-specific workflows that don't quite fit the pre-built library.
Three steps.
End to end.
Schedule (cron), new document, webhook, or manual run.
Conditions and actions in series or parallel. Pass data between steps.
Test-run with a sample document; ship to production with one click.
What you get.
- ✓Visual workflow builder — no code
- ✓5+ trigger types
- ✓10+ action types (scan, Vio Q&A, redline, share, email, webhook, etc.)
- ✓Conditional branching
- ✓Test mode with sample data
Quick answers.
Yes — every save creates a versioned snapshot. Rollback to any prior version with one click.
More in Workflow Automation.
Vendor-onboarding review, weekly compliance scan, GST reconciliation — ready to enable.
Outgoing webhooks on key events — scan-complete, alert-fired, deadline-hit.
Cron-style scheduling — daily, weekly, or on the GST due-date.
Human-in-the-loop gates between agent steps.