Workiva AI is a dedicated assistant that directly integrates with your Workiva files to enable seamless, side-by-side collaboration as you work. In documents, you can use it to create, edit, and analyze content throughout your process. To learn more about Workiva AI tools and other related questions, see our Workiva AI FAQ.
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
Access Workiva AI
You can open Workiva AI any time when working with a document:
- Click the Workiva AI sparkles icon at the top of the screen.
- Write your own prompt or browse the prompt advisor.
If you want to quickly make edits to your content while you're within your document, you can use quick edits. To learn more, read Use quick edits for documents.
Use Workiva AI
Promp advisor
Here is an example that you can ask Workiva AI:
-
Year over Year Financial Change Narrative prompt
You can select this from the prompt advisor, review the prompt's response, and insert any details.
Learn more about the prompt advisor
Add a knowledge base
Workiva AI can answer a broad range of general-knowledge questions by default, but it can also be configured to search specialty knowledge bases within Workiva. By selecting a knowledge base that more closely matches your prompt, you'll receive more accurate and informative answers that are keenly focused on a particular area of the product.
Learn more about knowledge bases
Add workspace files
Workiva AI can intelligently reference specific files in your workspace to provide even greater insight into your data and documents. Adding workspace files allows you to draw context from another file while working within a particular section.
Learn more about adding workspace files
Insert content into your file
When you receive a response from Workiva AI, you can easily insert content directly into your file. First, move your cursor to the spot where you want the content to go. Then underneath the response, click Insert. The content will automatically go into the file.
You can also select Copy instead. This will copy the response so you can paste into someplace else.
When a response includes structured content (such as tables, code, formulas, or multiple options), each object may include its own Insert and Copy option.
Note: Inserted content will appear at your cursor location in the file. Review the placement before inserting to make sure it appears in the correct context.