Workflows are guided, multi-step tasks that Workiva AI completes with you. Select a workflow and Workiva AI walks you through the steps — asking for input where it's needed and showing its work along the way. Each workflow is built for a specific job, such as drafting a disclosure or comparing your reporting to peers, and new workflows are added regularly.
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 start a workflow:
- Select Start a workflow from a new Workiva AI chat.
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Browse or search the list, then select a workflow to start it.
Note: Available workflows vary depending on which solutions are enabled for your workspace, and where you are in the platform.
When you start a workflow, Workiva AI sends the first prompt for you and begins the task, so you can move straight into reviewing and refining the results.
Available workflows
Benchmarking
Compare the disclosures in your financial report against those of peer companies. Benchmarking helps you identify gaps, align your language and structure with industry norms, and reduce risk during the drafting and review phases of your reporting cycle.
Learn more: Preview Benchmarking Insights for Intelligent Finance
Sustainability disclosure agent
Draft sustainability disclosures aligned to reporting frameworks like ESRS or IFRS. Provide your company-specific context and Workiva AI generates a tailored draft mapped to the requirements you select.
Available in:
- Documents
Learn more: Use Workiva AI for sustainability reporting
Tie-out assistant (Preview)
Review numerical consistency throughout a document. Tie-out assistant uses AI-assisted matching to identify related figures, surface potential differences, and help you review reported values more efficiently, so you can spend your time investigating mismatches instead of finding them.
Available in:
- Documents
Learn more: Tie-out assistant