Note: Workiva Generative AI is available for any customer who has signed the Generative AI Terms of Use. Once signed up and approved, Generative AI is enabled for the organization and all existing and newly added workspaces within that organization by default. Org Admins can manage this enablement by restricting Generative AI to specific workspaces or disabling Generative AI for the entire organization as needed.
Our Workiva Generative AI tool can help spark new ideas, boost your productivity, and help you gain greater insight into your data. You can rest assured that your data in Generative AI will stay safe and secure and will never leave the Workiva platform. Read more about how Generative AI brings value to your work.
Note: Generative AI content is generated by AI and isn’t trained on Workiva content or customer data. Make sure to review all responses for accuracy. See Generative AI Terms of Use.
Use the Generative AI chat
You can launch the Generative AI chat from wherever you are in the Workiva platform in the platform toolbar or on the Workiva Mobile app.
Ask Generative AI for general knowledge, writing assistance, or to directly reference your existing files while answering questions about your data and documents. You can also use the provided Prompt Library to more quickly get help with common tasks and discover other ways to use Generative AI across the Financial Reporting, GRC, ESG, and other solutions.
Furthermore, you can change the knowledge base to one that best meets your topic of interest, such as Support for your questions about Workiva-specific features, and then ask your chat prompts from there in order to get more accurate responses.
Use Generative AI inline within documents, presentations, and spreadsheets
You can use Generative AI right inline within your documents, presentations, and spreadsheets. In your documents, text boxes, and spreadsheet cells, you can use Generative AI to overcome writer’s block when creating new content from scratch or to make your existing content more effective.
Change your preferred AI Provider
Workiva Generative AI is powered by various AI Providers, and you can choose your preferred AI Provider out of the options that have been enabled for your organization by going to Settings in the three dot menu.