The Workiva AI prompt advisor offers ready-to-use prompts organized by industry, making it easier for you to get help with common tasks and find new ways to use AI.
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
Use the prompt advisor
- Click the Workiva AI button with the sparkles in the upper-righthand corner of the platform.
- Select one of the quick prompts provided for you at chat open, or click the Add > Prompt button to see all available prompts.
- When browsing within the prompt advisor, you can search by keyword or filter by category. Click Use prompt to insert your prompt into the chat box.
- Fill in any missing information indicated by the brackets, and customize the prompt to suit your needs.
- Send the prompt, and Workiva AI will provide a response.