|
Classic file types are no longer available for use as of January 2021. You can transition your classic files or download a PDF. Learn More

Workiva Support Center

Workiva AI's inline content editor for spreadsheets

Workiva AI's inline content editor for spreadsheets

  • Last updated on

You can use Workiva AI to edit and understand inline cell content within spreadsheets.

Requirements

  • Workiva AI is available to any customer who has signed the Workiva AI Terms of Use. Once approved, Workiva AI is enabled by default for the entirety of the organization, including all existing and newly added workspaces and users.
  • Org Admins can manage this enablement by restricting Workiva AI to specific workspaces and users or disabling it for the entire organization.
  • Workiva AI is fully encrypted and never trained on Workiva content or customer data. Learn more: Workiva's approach to AI

Select a cell range

Workiva AI can quickly help you understand formulas, summarize data, or find trends in your selected cells.

  1. Select an individual cell or a cell range within a sheet.
  2. Click Workiva AI, and select an option: Fix this formula, Explain this formula, Summarize data, Find trends, or Ask about selected cell(s).
     2026-09-15_09-13-35.png
  3. Workiva AI will respond in the right-hand panel. Select Copy to save the result to your clipboard or Insert to place it directly in the selected cell.2026-09-15_09-32-45.png
You can use Workiva AI to edit and understand inline cell content within spreadsheets.Requirements Workiva AI is avai...