Workiva Support Center

With Workiva AI’s intelligent companion, you can create and edit content in your spreadsheet. Workiva AI companion is able to take context from your currently open sheet to help you throughout your process. To learn more about Workiva AI tools and other related questions, read 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

To use the Workiva AI’s intelligent companion in spreadsheets:

1. Click the Workiva AI button with the sparkles icon in the right hand panel.
   
2. Write your own prompt. By writing your own, you can reference your spreadsheet. You can also select one of the suggested quick prompts and browse the Prompt Library, but prompts don’t take in the context of the spreadsheet.
   

Only your currently open sheet (not the entire spreadsheet) and any selected cell(s) will be taken in as context for Workiva AI companion. If you switch to a different sheet or select new cells, Workiva AI companion will automatically update context as you send a new prompt. 

You can see your cell selection above the prompt box.

To quickly take actions within your sheet, you can select cells, right-click to open the menu, and select an action.

A response will be created from the Workiva AI companion panel.

Example prompt

Here is an example that you can ask the intelligent companion:

• Year over Year Financial Change Narrative prompt

  

You can select this from the prompt advisor, review the prompt's response, and insert any details.

To learn more on how to get useful responses, read Tips for getting useful responses from Workiva Generative AI. You can also change the knowledge base to one that best meets your topic of interest to get the most accurate responses.

View The AI model providers that power Workiva AI to change your AI model provider. Workiva AI will automatically choose the optimal provider for your work.

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.

• Use the Insert button within an object to add only that specific item to your file.
• Use the Insert button underneath the response to add the full response, including all objects and any supporting text.

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.

Use the knowledge base in Workiva AI’s intelligent companion

Easily change the knowledge base to one that suits your needs and then ask your chat prompts from there. By selecting the knowledge base that is most relevant to your prompts, you can get the most accurate and informative responses to help make your work easier and more efficient. By default, a general knowledge base is applied. This helps you with general knowledge and tasks.

Workiva Support is another knowledge base that can be selected. This will refer to the Workiva Support content to help you with your questions about Workiva-specific features. Responses will include links to relevant articles and videos for the support center.

To select a knowledge base:

1. Click the Workiva AI button with the sparkles icon in the right hand panel.
   
2. Near the bottom of the Workiva AI panel, click Add and go to Knowledge Base.
3. Select your desired knowledge base.
   
4. Send your prompt, and Workiva AI’s intelligent companion will refer to content from that knowledge base in its response.

For example, if you want to ask Workiva AI about a Workiva-specific feature like blacklines, first change the Knowledge base to Workiva Support Intelligence. Workiva AI will then refer to Workiva Support content and will include links to articles about blacklines in its response.

You can easily remove a knowledge base by clicking on the X within the prompt text box.

Reference files within Workiva AI

To help you gain greater insight into your data and content, you can reference files in Workiva AI. This will allow you to summarize files, extract data from files, generate new content based on those files, and more, all while staying safe and secure in the Workiva platform.

When you add a file, Workiva AI references the entire file. For spreadsheets, this includes every sheet.

To reference files:

1. Click the Workiva AI button with the sparkles icon in the right hand panel.
   
2. Click Add and go to File.

3. You can select one of your recent files in the open menu or click Browse all files to add other files.
   

   Note: If you afterwards edit the file name in the prompt, the file reference will no longer work. To fix this, delete the file name entirely and select your files again.

4. Adjust the prompt to suit your needs, then send the prompt. Workiva AI will use the text in the latest versions of the referenced files to inform its response.

Limitations

Calculations

Workiva AI may not reliably perform calculations. When working with numeric data, it returns a formula instead of a calculated value. Review the formula to confirm accuracy, then insert it into your sheet to generate the result.

File referencing

Workiva AI’s intelligent companion can only reference select file and content types.

Learn more: Reference files in Workiva AI.