# Guide to Structured Workflows

> Learn how to use Corbis workflows for Referee Report, Technical Audit, IC Memo, Market Outlook, and LOI Builder runs.

Corbis workflows are for tasks that need a repeatable process, not just a good answer.

In a normal chat, you decide the structure as you go. In a workflow, Corbis guides you through a defined sequence so the work is easier to review, resume, and hand off.

Corbis currently offers **five** structured workflows, matching the in-app catalog: **Referee Report**, **Technical Audit**, **IC Memo**, **Market Outlook**, and **LOI Builder**.

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## When to Use a Workflow

Use a workflow when:

- the task has clear stages
- you want a more consistent output format
- you need to come back later and continue the same run
- you want the product to keep the process organized for you

Use normal chat when you are still exploring, brainstorming, or pressure-testing a question from multiple angles.

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## Current Workflows

### Referee Report

Use **Referee Report** when you need a structured evaluation of an academic manuscript or paper.

It is best for:

- journal review support
- internal research assessment
- manuscript critique
- summarizing strengths, weaknesses, and open questions

You can start from a **PDF or manuscript upload**, then move through guided analysis steps. **Referee Report** is built for longer jobs: after you submit a step, work may **continue in the background** while Corbis processes the review. You can **leave the page and come back**; the app **checks status and picks up progress** when the job is ready, so you are not tied to keeping one tab open for the full run.

The full run has **nine** stages in order: **upload** (manuscript), **intake**, **novelty**, **mechanism**, **methodology**, **data**, **results**, **triage**, and **report**—the same sequence as the in-app stepper.

Read the dedicated guide: [Referee Report Workflow](/docs/referee-report-workflow).

### Technical Audit

Use **Technical Audit** when you need a **pre-submission technical check** focused on internal correctness, not citation hunting or novelty scoring.

It is best for:

- math and notation consistency
- statistical-specification and table/number alignment
- cross-reference and definition breaks before you submit

You submit the manuscript (and optional LaTeX source); the job runs in the **background** like Referee Report. You can leave and return while Corbis polls for status and the finished audit report.

Read the dedicated guide: [Technical Audit Workflow](/docs/technical-audit-workflow).

### IC Memo

Use **IC Memo** when you need to turn an investment opportunity into a structured memorandum.

It is best for:

- investment committee preparation
- diligence support
- thesis building
- gathering supporting evidence and counter-evidence

The path in the product is **intake → plan → academic retrieval → web retrieval → synthesis → counterevidence → draft memo** (seven guided steps).

### Market Outlook

Use **Market Outlook** when you need a thesis-driven view of a market, theme, or sector.

It is best for:

- market entry analysis
- strategy work
- scenario planning
- turning a theme into a structured outlook

Evidence can include **academic sources** and **optional web search** (you can toggle web in intake). The sequence is **intake → theme → evidence → scenario → draft → counterevidence → report** (seven steps).

### LOI Builder

Use **LOI Builder** when you need a professional letter of intent for a commercial real estate transaction.

It is best for:

- acquisition LOIs
- lease LOIs
- clause-based drafting
- turning deal inputs into a clean first draft

The flow covers **deal intake → research → deal structure → drafting → quality checks → redline-style review → final report/export** (seven steps), aligned with structured CRE LOI practice.

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## Monthly workflow runs (separate from chat credits)

Workflow billing is **not** credit-metered. Chat **credits** still apply to normal chat, MCP tools, and other non-workflow model use; **workflows** use a **monthly run allowance** on your plan.

- **One launch = one run.** Starting a workflow consumes a single monthly workflow run when you **submit** a durable job (Referee Report, Technical Audit) or complete the **intake** step on step-by-step workflows (IC Memo, Market Outlook, LOI Builder). Later steps in the same run do **not** consume additional runs.
- **Tier limits.** Free and Starter include **no** workflow runs. Paid tiers include a fixed monthly cap (Basic and Academic) or a higher cap (Pro); Enterprise is **unlimited**. See [Plans & Pricing](/docs/plans-and-pricing) and **Settings → Billing** for the limits on your account.
- **Reset.** Usage is stored per user and resets on a **rolling one-month window** from your last workflow reset date (shown in billing when your plan tracks workflow usage).
- **Org members.** If you belong to an organization, your **effective tier** (including org membership) sets the limit; workflow usage is still counted on **your** user account, not the org credit pool.
- **Failed launch.** If intake or submit fails before a usable job is created, the run is **refunded** when the server can detect that failure. A run that fails deep in a background pipeline after launch generally still counts as used.

Org **pooled credits** apply to chat-style usage, not to workflow run quotas.

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## How a Workflow Run Works

### Start a run

1. Open the **workflow catalog** at **`/workflows`** (bookmark or type the path in the browser) and choose a card, **or**
2. Use the **sidebar**: **Referee Report** and **Technical Audit** live under the main workflow navigation; **Market Outlook**, **IC Memo**, and **LOI Builder** are under **Deal Center**. Each link goes straight into that workflow so you can start or resume a run.

Then start a **new run** or open a saved one from the workflow page.

### Complete the guided steps

Each workflow asks for different inputs, but the general pattern is the same:

- provide intake information (including **file upload** where the workflow supports it)
- review each step
- edit or regenerate when needed
- continue once the current step is good enough

### Resume later

Workflow runs are saved as you go, so you can leave and return later without rebuilding the context from scratch. For **Referee Report** and **Technical Audit**, background processing means you may see **status updates** when you return rather than an instant result on heavy steps.

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## How to Pick the Right Workflow

Choose **Referee Report** if the central object is a paper or manuscript and you want a full referee-style evaluation.

Choose **Technical Audit** if the central object is a near-final manuscript and you want math, stats, and internal-consistency checks before submission.

Choose **IC Memo** if the central object is an investment decision.

Choose **Market Outlook** if the central object is a market, region, or thesis.

Choose **LOI Builder** if the central object is a transaction document.

If you are not sure yet, start in chat and move to a workflow once the problem is clearly shaped.

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## Best Practices

- Spend time on the intake step. Better inputs usually produce much better runs.
- Read the intermediate steps instead of skipping straight to the end.
- Correct framing errors early. A bad assumption in step one tends to spread.
- Use Projects if the workflow should share files or instructions with related chats.
- Keep a small set of high-signal reference materials nearby instead of overloading the task with extra context.

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## Related Guides

- [How to Use Projects](/docs/projects-guide)
- [Referee Report Workflow](/docs/referee-report-workflow)
- [Technical Audit Workflow](/docs/technical-audit-workflow)
- [Quick Start Guide](/docs/quick-start)
- [Plans & Pricing](/docs/plans-and-pricing)