Lyrebird's Generic Workflows let you build, customise, and reuse document templates that fit your practice. Whether you're uploading your own documents or adapting one of Lyrebird's pre-built workflows, this guide walks you through both.
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
Navigate to Workflows
From the main navigation, click Customise
Select the Workflows tab from the left-hand side
You'll land in your Personal Workflows. This is where all your created or amended workflows are stored
Create a New Workflow
Click Create Workflow
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
Upload and Scan Your Document
If uploading from your computer, browse for your file and select it to upload
Lyrebird will automatically scan the document to identify the context and any input fields
Once complete, your document will be converted into a workflow ready for editing
Review and Edit Your Workflow
Review the workflow that has been generated
If you need to make any adjustments, use the text field at the bottom of the screen to create or edit components
Continue refining until the workflow looks exactly as you need it
Name and Save Your Workflow
Update the workflow name to something clear and recognisable. This is how it will appear in your personal library
Click Save Workflow to save your changes
Always click Save Workflow before navigating away to ensure your work is not lost
Confirm Your Workflow is Saved
Click the back arrow to return to your Personal Workflows page
Your new workflow will now appear in the list, confirming it has been saved successfully
Share with Your Organisation (Optional)
If you'd like other members of your organisation to access the workflow, click Share to organisation
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
Navigate to Workflows
Click Customise from the main navigation
Select Workflows from the left-hand side menu
Here you will see both Built and Unbuilt workflows. These are Lyrebird's pre-built templates available for your account
Select a Workflow to Edit
Browse the available workflows and select the one you'd like to amend
On the right-hand side, click Documents Generated, then select the document you want to preview and edit
Preview and Make Amendments
A preview of the workflow will appear on screen
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
For example: if you'd like to change a field name, type your request and Lyrebird will make the update for you automatically
Review the Updated Workflow
Check that all required fields, sections, and content look correct
Confirm that any MBS billing fields or compliance requirements are still present and accurate
Continue making adjustments via the AI text field until you're satisfied with the result
Save Your Edited Workflow
Once you're happy, click Save Workflow
A confirmation will appear to let you know the workflow has been saved
Click Back to return to your Personal Workflows page
Use Your Workflow in Consultations
Your edited workflows will now appear in your Personal Workflows list
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!
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.