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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

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

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.

Summarize requirements with ESRS Intelligence

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

1. To launch the Workiva AI chat, either:
   • Click Workiva AIauto_awesome on the workspace's toolbar.
   • From a file, open the Workiva AIauto_awesome panel.

2. Click Add, then select Knowledge base and choose the version of ESRS to reference:
   

   • ESRS, for the ESRS Delegated Act and corrigendum published to the Official Journal in 2024
   • Simplified ESRS, for EFRAG's draft simplified Standards published in December 2025

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

   Note: The Simplified ESRS knowledge base will update with the final Delegated Act when available from the European Commission.

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, and adjust as necessary:
   

   • To adjust the response, select Refine from the menu, then choose the adjustment to make, such as to its length, wording, or tone.
   • To have Workiva AI start over with another response, select Regenerate from the menu.

   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.

   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. To use the response elsewhere, click Copy to add it to your clipboard, then paste where needed.
   

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 specific disclosure requirements
• 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

Note: Sustainability Disclosure Agent currently references the ESRS Delegated Act and corrigendum published to the Official Journal in 2024; it will update to the final simplified ESRS when available from the European Commission.

To use Sustainability Disclosure Agent for ESRS:

1. In the Document, select the content to assess or revise, then click Workiva AI auto_awesome.
   
2. In Quick edits, select Draft disclosure.
   
3. From the Workiva AI panel, select ESRS in Framework.
   

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

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

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

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

6. When the Disclosure narrative meets the selected requirements, include it in the Document:
   
   • To replace the selected content with narrative, click Replace.
   • To use the narrative elsewhere in the Document, either:
     • Place the cursor where you want the narrative, then click Insert.
     • Click Copy to copy the narrative to your clipboard, then paste it where needed.
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 on the Workiva AI panel, or select Clear chat from its 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.