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Creating & Customising Workflows

Learn how to create your own workflows and edit Lyrebird's prebuilt workflows. A complete guide to Generic Workflows in Lyrebird.

Lyrebird's Generic Workflows let you build, customise, and reuse document templates that fit your practice. Whether you're uploading your own documents, adapting pre-built workflows, or creating workflow letters using HTML templates to preserve your clinic's original formatting, this guide walks you through all your options.

Workflows are now available regardless of clinical system integration status. You can access them during consultations (via Bp) and after consultations (via the web). Workflows can now be completed and executed directly from the post-consult view, enabling teams to generate forms and PDFs after consultations end. Please note: Workflows are not currently available to users in the UK. Important: In-consult workflow suggestions are temporarily unavailable due to rate limiting constraints (as of 21 July 2026). We are working to restore this feature and appreciate your patience.

Part 1: Creating a Workflow

Workflows in Lyrebird let you upload, build, and reuse document templates tailored to your practice. Once created, they live in your personal library, ready to use in seconds and shareable across your organisation.

Step-by-Step Guide

  1. Navigate to Workflows

    1. From the main navigation, click Customise

    2. Select the Workflows tab from the left-hand side

    3. You'll land in your Personal Workflows. This is where all your created or amended workflows are stored

  2. Create a New Workflow

    1. Click Create Workflow

    2. Choose how you'd like to build your workflow. You have three options:

      • Browse your computer: upload an existing file directly from your device

      • Select from tabs or templates: choose from templates already available in Lyrebird

      • Compose from scratch: build a new workflow from a blank canvas

  3. Upload and Scan Your Document

    1. If uploading from your computer, browse for your file and select it to upload

    2. Lyrebird will automatically scan the document to identify the context and any input fields

    3. Once complete, your document will be converted into a workflow ready for editing

  4. Review and Edit Your Workflow

    1. Review the workflow that has been generated

    2. If you need to make any adjustments, use the text field at the bottom of the screen to create or edit components

    3. Continue refining until the workflow looks exactly as you need it

  5. Name and Save Your Workflow

    1. Update the workflow name to something clear and recognisable. This is how it will appear in your personal library

    2. Click Save Workflow to save your changes

    3. Always click Save Workflow before navigating away to ensure your work is not lost

  6. Confirm Your Workflow is Saved

    1. Click the back arrow to return to your Personal Workflows page

    2. Your new workflow will now appear in the list, confirming it has been saved successfully

  7. Share with Your Organisation (Optional)

    1. If you'd like other members of your organisation to access the workflow, click Share to organisation

    2. Organisation members will then be able to download the workflow and add it to their own personal libraries

Tips for Best Results

  • Name your workflows clearly. A descriptive name makes it easier to find and select the right one during a consultation

  • Always save before navigating away. Lyrebird won't retain your workflow until you click Save Workflow

  • Use the edit field to fine-tune any components that weren't picked up correctly during the scan

  • Share thoughtfully. Once shared to your organisation, members can download and use the workflow independently

Watch our video guide here for further learning!

Part 2: Editing Prebuilt Workflows

Lyrebird comes with a library of pre-built workflows ready to use out of the box. If one of these workflows is close to what you need but not quite right, you can select and edit it to match your exact requirements, without needing to build from scratch.

Step-by-Step Guide

  1. Navigate to Workflows

    1. Click Customise from the main navigation

    2. Select Workflows from the left-hand side menu

    3. Here you will see both Built and Unbuilt workflows. These are Lyrebird's pre-built templates available for your account

  2. Select a Workflow to Edit

    1. Browse the available workflows and select the one you'd like to amend

    2. On the right-hand side, click Documents Generated, then select the document you want to preview and edit

  3. Preview and Make Amendments

    1. A preview of the workflow will appear on screen

    2. Use the AI text field at the bottom to request any changes you need. Type your instructions in plain language, just as you would when speaking to a colleague

    3. For example: if you'd like to change a field name, type your request and Lyrebird will make the update for you automatically

  4. Review the Updated Workflow

    1. Check that all required fields, sections, and content look correct

    2. Confirm that any MBS billing fields or compliance requirements are still present and accurate

    3. Continue making adjustments via the AI text field until you're satisfied with the result

  5. Save Your Edited Workflow

    1. Once you're happy, click Save Workflow

    2. A confirmation will appear to let you know the workflow has been saved

    3. Click Back to return to your Personal Workflows page

  6. Use Your Workflow in Consultations

    1. Your edited workflows will now appear in your Personal Workflows list

    2. They are ready to use immediately during your consultations

Tips for Best Results

  • Write amendment requests in plain language. The AI text field understands natural instructions, so there's no need for technical formatting

  • Always check MBS billing fields after making edits to confirm compliance requirements are still intact

  • If a prebuilt workflow needs significant changes, consider uploading your own document instead (see Part 1)

Watch our video guide here for further learning!

Part 3: Using Workflows During Consultations

Once you've built or customised your workflows, you can access them instantly during consultations through the in-consult sidebar. To make your most frequently used workflows even easier to find, Lyrebird lets you star your favourites - keeping the workflows you need most close at hand during busy sessions.

Step-by-Step Guide

  1. Access Your Workflows During a Consult

    1. During an active consultation in Lyrebird (via Bp), look for the Workflows section in the right-hand sidebar

    2. Your personal workflows will be displayed as a filtered list showing only those that match your field of practice

    3. This filtering helps reduce clutter and makes it easier to find workflows relevant to the way you work

    4. Browse through the filtered list to find the workflow you need

    5. If a workflow seems to be missing, check whether it is intended for a different field of practice

  2. Star Your Favourite Workflows for Faster Access

    1. Next to each of your personal workflows in the sidebar, you'll see a star icon

    2. Click the star icon to mark a workflow as your favourite

    3. The star will fill in, indicating that the workflow is now starred
      Starred workflows appear at the top of the list, making them quicker to find in future consultations

    4. You can favourite and unfavourite your own templates at any time—whether during a consultation or after—to streamline your access to the templates you use most

  3. Select and Use Your Workflow

    1. Once you've found the workflow you need, click on it to open it

    2. Fill in the required fields based on the patient's information

    3. The workflow will generate the corresponding document, ready for use in your consultation

Tips for Best Results

  • Star workflows you use regularly to keep them at the top of your sidebar during consultations

  • Spend a moment at the start of your week to organise your starred workflows based on your clinical schedule

  • You can have multiple workflows starred—there's no limit to how many you can favourite

Part 4: Accessing Favourite Workflows from the Post-Consult Sidebar

Once your consultation is complete, your favourite workflows remain just as accessible in Lyrebird's post-consult sidebar. This feature lets you quickly return to the workflows and documents you use most, without needing to search through your entire library—perfect for finalising notes, generating follow-up documents, or accessing commonly used PDFs.

Step-by-Step Guide

  1. Access the Post-Consult Sidebar

    1. After your consultation concludes, you'll remain in Lyrebird on the post-consult page

    2. Look for the Workflows section in the right-hand sidebar

    3. Your favourite (starred) workflows will appear at the top of the list

  2. View Your Favourite Workflows

    1. Starred workflows appear at the top of your workflows list in the post-consult sidebar

    2. Your favourites are organised in the same order they were starred

    3. You can scroll down to see additional workflows beyond your favourites if needed

  3. Use a Favourite Workflow

    1. Click on any of your starred workflows to open it

    2. Fill in the required fields with relevant information from your consultation

    3. The workflow will generate your document, ready to finalise and send

Tips for Best Results

  • Focus your post-consult favourites on templates you use after every appointment—such as referral letters, clinical summaries, or follow-up instructions—to streamline your documentation

  • Your starred workflows sync instantly across in-consult and post-consult access, so any changes you make in one context automatically appear in the other

Part 5: Create Workflow Letters with HTML Templates

Lyrebird now supports creating workflow letters using HTML templates. This feature preserves your clinic's original formatting precisely, making it ideal for prose-based letters where exact styling and layout are important. Rather than converting your document to a form-based layout, HTML templates maintain the document exactly as you've designed it.

When to Use HTML Templates

HTML templates work best when:

  • You have a prose letter or document with specific formatting requirements

  • You want to preserve your clinic's branding, fonts, and styling exactly

  • Your document contains complex layouts or styling that form-based conversions don't capture well

  • You're working with existing clinic letters that are already perfectly formatted

How to Create a Workflow Letter with HTML Templates

  1. Navigate to Workflows and Create a New Workflow

    1. Click Customise from the main navigation

    2. Select Workflows from the left-hand side

    3. Click Create Workflow

  2. Choose to Upload an HTML Template

    1. Select Browse your computer

    2. Navigate to your HTML template file and select it to upload

    3. Lyrebird will recognise the HTML file and process it as an HTML template rather than converting it to a form-based layout

  3. Review Your HTML Workflow

    1. Your HTML template will be displayed, preserving all your original formatting, fonts, colours, and layout

    2. Review how the document will appear when used in consultations

    3. If you need to make adjustments, use the text field at the bottom to request changes in plain language

  4. Save Your HTML Workflow

    1. Once you're satisfied with the preview, update the workflow name to something clear and recognisable

    2. Click Save Workflow to save your HTML template-based workflow

    3. Your workflow is now ready to use in consultations

Tips for Best Results with HTML Templates

  • Ensure your HTML file is well-structured and properly formatted before uploading

  • Test your HTML template in different browsers to confirm formatting displays correctly

  • If your letter contains variable fields (such as patient name, date, or medical details), clearly mark these so Lyrebird can identify and populate them correctly

  • HTML templates are particularly useful for letters with your clinic's specific branding, letterheads, or complex layouts

  • If you need to make changes after saving, simply select the workflow and use the edit field to request modifications

We're here to help if you have any questions. Reach out to our support team for a same-day response at [email protected] or click the chat widget on the right.

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