Quick Wins
# Beginner
# prompting
# strategies
# Use Cases
# Wordsmith
Use Wordsmith via Email
In this tutorial, Elly Meenan, Legal Ops Engineer at Wordsmith, shows how to use email to access the full power of Wordsmith — no Slack or Teams required.
You’ll learn how to:
• Upload email threads to summarize conversations and identify next steps
• Draft professional follow-up replies directly from within Wordsmith
• Forward messages to populate templates such as employment offer letters
• Send contracts and playbook requests to Wordsmith via email for automatic review
• Retrieve completed documents and redlines directly from your inbox
• Use dedicated workspace and playbook email addresses to handle FAQs or submissions
This session demonstrates how legal and business teams can simplify communication, automate document workflows, and manage reviews — all without leaving email.
Ideal for legal ops professionals, in-house counsel, and teams looking to extend AI-powered automation into everyday inbox workflows.
Elly Meenan · Oct 7th, 2025
Elly Meenan · Oct 7th, 2025
In this step-by-step tutorial, Elly Meenan, Legal Ops Engineer at Wordsmith, demonstrates how to set up an automated **Horizon Scanning** workflow that monitors regulatory updates, industry news, and competitor moves - directly in Slack, **with or without Zapier**.
You’ll learn how to:
• Identify and subscribe to relevant RSS feeds (e.g., TechCrunch, Gov.UK)
• Build a Zapier automation that filters news items by topic (like “AI”)
• Send filtered updates into a dedicated Slack channel
• Configure Wordsmith to read and summarize articles using custom instructions
• Automatically flag internal policies, tag responsible team members, and surface key actions
• **Set up the same workflow entirely in Slack if you don’t use Zapier (Watch from 7:58 for how to do it without Zapier)**
This practical tutorial shows how legal and compliance teams can stay ahead of change by automating early-warning signals for risks and opportunities.
Ideal for legal ops professionals, in-house counsel, and anyone looking to streamline monitoring and reporting using low-code tools like Slack, Zapier, and Wordsmith.
# legal ops
# legal engineering
# strategies
# Use Cases
# Zapier
Elly Meenan · Sep 16th, 2025
In this step-by-step tutorial, Elly Meenan, Legal Ops Engineer at Wordsmith AI, shows you how to build a simple automation in Zapier that connects Jira and Wordsmith.
You’ll learn how to:
* Set up a Zapier trigger to capture new legal requests from Jira
* Send those requests to Wordsmith to generate tailored responses
* Automatically publish answers back into Jira as comments
* Close tickets by updating their status to “Done”
This is a practical example of how legal teams can reduce repetitive work, respond faster, and integrate AI into existing workflows—without writing a single line of code.
This is for in-house legal teams, legal ops professionals, and anyone looking to experiment with low-code AI-powered automations.
# legal ops
# legal engineering
# Workspaces
# Zapier
# Jira
Dom Dunnett · Aug 29th, 2025
Learn how to create a playbook and run a contract review in Wordsmith AI.
In this tutorial, we’ll walk through:
1. Setting up and customizing playbooks with rules, fallback positions, and guidance
2. Running automated contract reviews and applying redlines
3. Sharing playbooks with your team and exporting results to Word or PDF
Perfect for legal teams who want to save time, ensure consistency, and streamline contract review with AI.
# Wordsmith
# Contracting
Elly Meenan · Aug 8th, 2025
Elly Meenan, Legal Ops Engineer at Wordsmith AI, walks through how to set up a high-impact Ask Legal channel in Microsoft Teams powered by Wordsmith Workspaces.
This session covers:
(1) How to build and structure a Workspace from scratch
(2) Real-life examples of using Wordsmith to manage incoming legal questions through Microsoft Teams
(3) Practical tips for customizing prompts, linking live policies, and routing requests to the right teammate
Designed for in-house legal and legal ops teams, this training dives into real workflows to help you automate repetitive questions, boost internal self-service, and improve knowledge sharing across the business—all without needing to leave Teams.
# tools
# Use Cases
# Microsoft
Elly Meenan · Jul 11th, 2025
Elly Meenan, Legal Ops Engineer at Wordsmith AI, gives a hands-on walkthrough of how to build powerful Workspaces using Wordsmith—one of the most flexible and impactful tools for legal teams.
This session covers:
(1) how to set up and structure a Workspace from scratch;
(2) real-life examples like “Ask Legal” channels in Slack that help teams deflect repetitive questions;
(3) practical tips for customizing instructions, syncing live policies, and routing questions to the right teammate.
Designed specifically for in-house counsel and legal ops teams, this customer training session dives into real workflows—so you can start automating answers, tagging teammates, and improving knowledge-sharing across the business with minimal lift.
# Wordsmith
# Workspaces
# Strategies
# prompting
Laura Jeffords Greenberg · Jun 13th, 2025
Laura Jeffords Greenberg, Head of the Legal AI Academy at Wordsmith AI, walks through how legal teams can build and organize Workspaces to streamline routine tasks, improve collaboration, and make better use of existing knowledge.
This session includes: (1) thinking through how to design and structure a Workspace; (2) examples of simple use cases that bring immediate value; and (3) ideas to help you get started or improve your current setup.
Designed for in-house lawyers and legal ops professionals, this practical session was created for Crafty Learns and focuses on real-world applications—not just theory—so you can start building smarter legal workflows today.
# Wordsmith
# Workspaces
# Beginner
# Inspiration