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How to Build a Legal Agent in Wordsmith: Knowledge, Instructions, Skills & Slack

Posted Jul 13, 2026 | Views 102
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SUMMARY

In this walkthrough, I build an "Ask Legal" agent in Wordsmith from the ground up — so the business can self-serve on common legal requests right inside Slack, and legal only steps in where it actually matters. https://drive.google.com/file/d/1NqPAjgUaV2NqyA7lYSphO_94uFAufHty/view

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TRANSCRIPT

⏱️ Chapters

00:00 Intro — the foundation: knowledge fuels everything

00:45 Documents & repositories — connecting Notion, SharePoint, Confluence, Drive (no file migration)

02:30 Memories — importing Slack channels, manual memories & the "Improve" button

05:00 Instructions — the "when": the agent's five jobs

07:15 Anatomy of a good agent prompt — objective, priority, hard rules, finish line

09:30 Version control — tracking prompt changes over time

10:00 Response format — bullet structure, markdown in Slack & auto-tagging users

12:30 Skills overview — shared skills vs. building your own

14:00 Skill 1: Q&A — referencing a specific repository

16:00 Skill 2: Customer redline review — routing, DPA sub-tasks, reviewer fallbacks, playbooks

19:30 Skill 3: Order form blueprint — self-serve for AEs with conditional logic & guardrails

22:30 Connectors — the "where": read/write permissions & approvals

24:30 Wordsmith Tasks — managing tasks and matters natively

25:15 Intake — where the process starts (Slack, email, Teams, API)

26:00 Connecting to Slack + Autopilot

27:30 Copilot — approval channels & reviewing answers before they go out

30:00 Slack channel toggles — require mention, intro messages, footers

32:00 Routing between multiple agents in one channel

33:30 Private / DM querying for confidential topics

35:00 End-to-end demo — order form, redlined T&Cs, and a status update

39:00 Wrap-up

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