|
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 generate content inline within spreadsheets. You can also select existing content and ask your AI assistant for suggestions on how to improve it.

This complements the general Workiva AI chat and allows you to insert content directly into your current file.

Note: For help with documents, check out the Workiva AI companion.

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

Generate new content from scratch

To generate new content from scratch:

  1. Without highlighting anything, right-click in a spreadsheet cell and select Workiva AI > Generate Content.
    2025-05-05_11-08-37.png
  2. Use one of the suggested prompts or write your own question.
    inline mode in doc.png
  3. After generating your first draft, you can refine the result using the provided prompts such as "shorten" or "elaborate." You can also enter your own instructions into the chat box.insert job description.png
  4. When satisfied with the response, you can Insert it directly into the file, or copy the response and paste it somewhere else.

Improve existing content

Let's say you want to rephrase a paragraph in a project brief:

  1. Highlight the paragraph, right-click on the selection and select Workiva AI > Rephrase.
    rephrase doc.png
  2. The response might be too formal for your liking. Click Change tone and then Casual to make the response more casual.
    casual tone.png
  3. Don’t like the new tone? Click Undo to revert back to the previous response.
    undo response.png
  4. If you'd like to provide custom instructions instead of using a prompt, enter them into the chat window. For example: "Keep Option 1, but remove first person pronouns."
    remove first person.png
     
  5. Once you’re satisfied, click Replace to overwrite the original highlighted content in your report with the new content.
    replace content.png
You can use Workiva AI to edit and generate content inline within spreadsheets. You can also select existing content ...