Introduction

This guide provides a comprehensive walkthrough for importing and configuring Power Automate applications and Question Lists within Ask iManage. It is designed to assist legal and IT professionals in leveraging iManage’s automation and AI capabilities to streamline workflows, enhance document management, and improve operational efficiency.

Whether you're setting up a Power Automate flow for the first time or integrating AI-driven prompts into Ask iManage, this document outlines each step clearly—from verifying access and importing apps to configuring prompt lists and deploying solutions within your iManage workspace. By following this guide, users can ensure that their Ask iManage experience is optimized for intelligent automation, enabling faster, more accurate responses and better knowledge management across legal teams.

Import a PowerAutomate App

 To manually import a Power Automate (PA) app from iManage App Foundry for the first time, follow these steps:

  1. Verify Access: Ensure you’re a registered iManage Cloud customer (TBC) with access to Power Automate Connectors. Log in to your iManage account at imanageappfoundry.com (example)

  2. Obtain the PA App: The used connector needs to be searched from control center and added.
    Link to these pages:

iManage Work connector
iManage Work for Admins connector

iManage Tracker connector

If a form is required for the workflow, you’ll also need to enable this app:

Adding the iManage Power Automate Workflow Management application

  1. Access Power Automate: You’ll need to be licensed for premium connectors, using a 90-day trial, or a development environment (

  2. Create a developer environment with the Power Apps Developer Plan - Power Platform ).

  3. Import the App:

    • In Power Automate, navigate to My Flows > Import > Import Package (Legacy).

    • Upload the .zip file for the Power Automate app.

    • Review the package details and click Import. Power Automate will extract the flow components.

  4. Configure Connections:

    • After import, open the imported flow. You’ll see actions requiring an iManage connector.

    • Select the iManage Connector and authenticate using your iManage Cloud credentials. Ensure the connector is linked to your iManage workspace.

  5. Map to iManage Workspace:

    • Edit the flow to specify your iManage library (e.g., a specific document library or folder).

    • Update any required fields, such as document types or metadata, to align with your legal workflow needs.

  6. Test the Flow:

    • Run a test by triggering the flow manually (eg. Selecting "Start a workflow" on a document")

    • Check the flow’s run history in Power Automate for errors. Resolve issues like missing permissions or incorrect workspace settings.

  7. Deploy and Save:

    • Once tested successfully, save the flow in Power Automate.

    • Share it with your team via iManage’s shared workspace, if needed, using the App Foundry’s export options.

Import a Question List to AskiManage

 Steps to Import a Question List

1.Log in:

    • Navigate to the App Foundry. This is where you access no-code tools and AskiManage features.

    • Enter your email and password when prompted.

2. Access AskiManage Question Lists:

    • In the App Foundry, navigate to the "Question Lists" section at the top of the page

    • The Question List section stores pre-built and custom Question Lists for askiManage’s AI-driven search and analysis.

3. Select Download Option:

    • Select a Question List, and click the Download button. 

    • The Question List will be downloaded as a CSV or JSON file to your selected library.

4. Upload to AskiManage:

    • Within AskiManage, click Browse or drag and drop your CSV or JSON file into the upload area.

    • If prompted, confirm the file format (CSV or JSON). AskiManage will automatically detect the file structure.

5. Map File Fields:

    • For CSV files, map columns to AskiManage fields. For example:

      • Map “Prompt” to AskiManage’s prompt text field.

      • Map “Category” to group prompts (e.g., “Contract Analysis”).

      • Map “Description” and “UseCase” to optional metadata fields for organization.

    • For JSON files, ensure keys (e.g., “Prompt”, “Category”) match AskiManage’s expected schema. The system will preview the mapping.

    • Review the preview to ensure prompts display correctly. Adjust mappings if needed.

6. Validate and Import:

    • Click Validate to check for errors (e.g., missing prompts, incorrect formatting).

    • If errors appear, edit the CSV/JSON file (e.g., fix missing commas or quotes) and re-upload.

    • Once validated, click Import to add the prompts to the Prompt Library.

7. Test the Imported Prompts:

    • In the Question Lists Library, locate your imported AskiManage Question Lists (filter by category or search by keyword).

    • Select a prompt (e.g., “Summarize this NDA”) and test it in AskiManage by applying it to a sample document in your iManage workspace.

    • Verify the AI output is accurate. Edit prompts within the Question List library if refinements are needed.

8. Save and Share:

    • Save the imported AskiManage Question Lists to your iManage workspace for personal or team use.

    • To share with your legal team, use the Share option in the Question List Library to grant access via your shared workspace. Set permissions to control who can view or edit the lists.

Example Use Case

Imagine you’re a legal professional managing contracts. You import a CSV AskiManage Question List with entries like “Identify non-compliant terms in this agreement.” After importing, you use AskiManage to apply this Question List to a contract, and the AI flags potential issues instantly, saving hours of manual review.

For more help, explore the App Foundry’s tutorials or reach out to iManage support.

Copy a Prompt to AskiManage

1. Login

    • Navigate to the App Foundry. This is where you access no-code tools and askiManage features.
    • Enter your email and password when prompted.

2. Access the Prompt Library:

    • In the App Foundry, locate the Prompt Library section.
    • Browse or filter prompts by category (e.g., “Contract Analysis,” “Compliance”) to find the desired prompt.

3. Copy the Prompt:

    • Click on the prompt you want to import (e.g., “Extract indemnity clauses from this contract”).
    • Highlight the prompt text displayed in the Prompt Library. Click the Copy button to copy the prompt to your clipboard. Alternatively, right-click and select Copy or press Ctrl+C (Windows) / Cmd+C (Mac).

4. Open AskiManage:

    • Navigate to the AskiManage interface within iManage.
    • You'll see the prompt input field or text input area within AskiManage prompting you to ask a question.

5. Paste the Prompt:

    • Click into the prompt input field or text input area.
    • Paste the copied prompt by right-clicking and selecting Paste or pressing Ctrl+V (Windows) / Cmd+V (Mac).
    • Verify the prompt text appears correctly (e.g., “Extract indemnity clauses from this contract”).

6. Use or Save the Prompt:

    • To use immediately, apply the pasted prompt to a document in AskiManage by selecting a file (e.g., a contract) and running the query. Review the AI output for accuracy.
    • To save for future use, click Save in the Prompt Editor, add optional details like a category (e.g., “Compliance”) or description, and store it in your Question Lists Library or iManage workspace.

7. Test the Prompt:

    • Test the prompt by running it on a sample document in AskiManage (e.g., a contract or NDA).
    • If the output isn’t as expected, edit the prompt in the Prompt Editor to add context (e.g., “for GDPR compliance”) and retest.

Contact

If you have any questions or need support, feel free to reach out to us:

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