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Use this section when a TextMine task should run more than once, follow reusable review logic, or be delegated to an AI agent. Workflows are best for durable automation, playbooks are best for reusable review rules, and agents are best for reusable AI assistants.

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How do I automate a repeatable process?

Start with Workflows overview to understand triggers, steps, conditions, approvals, integrations, reports, and run history. Use Create a workflow when you are ready to design and test an automation.

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How do I reuse review logic?

Use Playbooks overview to apply checklists, policies, negotiation rules, and document review criteria to Vault documents. Use Create and run a playbook for setup and execution.

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How do I design reusable agents?

Use Agents overview for guidance on when agents should run, what inputs they need, what outputs they return, and how to design governed agent behavior.
Last modified on June 22, 2026