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Note: Workiva AI is available for any customer who signs the Workiva AI Terms of Use. Once signed and approved, Workiva AI is enabled for the organization — and all of its workspaces and users — by default. Org Admins can manage its enablement as needed, such as to restrict Workiva AI to only specific workspaces and users, or to disable it for the entire organization.

When enabled for your workspace, Workiva AI can assist as you prepare sustainability reports using the European Sustainability Reporting Standards (ESRS) from the European Financial Reporting Advisory Group (EFRAG). For example, Workiva AI can help:

• Summarize disclosure requirements with easy-to-digest synopses
• Identify disclosures related to existing data or content
• Generate first drafts of — and iterate on — narrative responses based on collected values

Tip: To ensure meaningful responses, enter a single request that includes the necessary specifics and context — or ask Workiva AI to generate the prompt based on what you need to do! To learn more, view Tips for getting useful responses from Workiva AI.

Note: Workiva AI responses are provided for general information purposes only and do not — and are not intended to — constitute legal, accounting, tax, investment, compliance, or other professional advice and services. Responses contain AI-generated content and are provided "as is"; no representations are made that the content is error-free or up-to-date. To learn more, view the Workiva AI Terms of Use.

Summarize requirements with ESRS Intelligence

As you prepare to report using the ESRS, you can use Workiva AI and its ESRS Intelligence knowledge bases to help summarize the Standards and their disclosure requirements with easy-to-digest synopses.

1. From the workspace's toolbar, click Workiva AI auto_awesome .

2. In Workiva AI, click Add sources, then select Add Knowledge bases and the version of ESRS to reference:
   

   • ESRS, for the ESRS Delegated Act and corrigendum published to the Official Journal in 2024
   • Revised ESRS, for the revised ESRS adopted by the European Commission (EC) in 2026

   Tip: You can add both knowledge bases, such as to prompt Workiva AI to compare and contrast requirements from the different versions of ESRS.

   Note: The revised ESRS apply for financial years that start on or after January 1, 2027. For early adoption, apply either the full revised ESRS or the Delegated Act of 2023 with some reliefs from the revised ESRS.

3. Enter the prompt, and click Send. For example, prompt Workiva AI to help:

   • Summarize the requirements of a disclosure.
   • Provide guidance on how to collect values to meet a requirement.
   • Identify criteria to help determine a Standard's materiality.

   Tip: For an optimal response, refer to suggested prompts for ESRS Intelligence.

4. Review the chat's response. 

   Note: Review all responses for accuracy. Responses are generated by artificial intelligence not trained on Workiva content or customer data. To learn more, view the Workiva AI Terms of Use.

5. Adjust or use the response as necessary:
   

   • To adjust the response, select Refine response from the menu, then choose the adjustment to make, such as to its length, wording, or tone.
   • To add it where your cursor currently is in the Document, click Insert.
   • To add it elsewhere in the Document, click Copy, then paste where needed.

   Tip: In Sources, you can view the ESRS content referenced by the response. To review the content in Sustainability Explorer, click its Standard or disclosure in Sources.

To learn more, view Use the Workiva AI chat.

Draft responses with Sustainability Disclosure Agent

As you create your sustainability report, you can use Sustainability Disclosure Agent to help draft content to meet the requirements of ESRS, such as a narrative that includes values from Sustainability Program. With Sustainability Disclosure Agent, Workiva AI provides:

• Compliance scorecard, to assess whether draft content complies with specified disclosure requirements (DRs)
• Action items to help resolve any gaps, such as to identify missing data or context
• Disclosure narrative, to help refine the draft content to best meet the specified requirements
• Referenced guidance for Revised ESRS, which specifies:
  • Mandatory requirements used for its Compliance scorecard
  • Application requirements and additional guidance referenced to verify gaps

To use Sustainability Disclosure Agent for ESRS:

1. In the Document, select the content to assess or revise, then click Workiva AIauto_awesome.
   
2. In Quick edits, select Draft disclosure.
   

3. From Sustainability Disclosure Agent, select the applicable version of ESRS in Framework::
   

   • ESRS, for the ESRS Delegated Act and corrigendum published to the Official Journal in 2024
   • Revised ESRS, for the simplified ESRS Delegated Act published to the Official Journal in 2026

   Note: The revised ESRS apply for financial years that start on or after January 1, 2027. For early adoption, apply either the full revised ESRS or the Delegated Act of 2023 with some reliefs from the revised ESRS.

4. Select the DRs to respond to, then click Create disclosure.

   Tip: To help find a DR, click Suggest, then select the applicable requirements.

5. Review the response, and prompt Workiva AI to make any necessary adjustments. 

   Note: If Compliance scorecard identifies missing information or requirements, edit the Document as necessary based on Action items, then highlight the revised content and select Draft disclosure again.

6. When the Disclosure narrative meets the selected requirements, click Copy, then paste it where needed in the Document.
   
7. Edit the narrative as necessary within the Document.

Note: To prompt Workiva AI for something else — without Sustainability Disclosure Agent — click Back arrow_back_ios_new or select Clear chat from the menu.

Suggested prompts

For the best responses from ESRS Intelligence, enter a prompt that asks a single question and provides all necessary context, such as a role or reference file. For example:

Note: To prompt for a draft response based on specific disclosure requirements and provided content or data, use Sustainability Disclosure Agent instead of ESRS Intelligence.

To learn more, view Tips for getting useful responses from Workiva AI.