The latest Workiva AI release brings together several previously isolated features into a single assistant that works across the entire platform. Instead of opening a separate Workiva AI panel in each area of the product, you'll now open Workiva AI just once — it then follows you between files and screens, carrying the full context of the conversation you're working on.
Supported experiences
Workiva AI understands the context of your work in:
- Documents
- Spreadsheets
- Presentations
- Wdata
- Files
(Support for Files is new!)
How to access Workiva AI
You can open Workiva AI from several places:
-
Platform toolbar: Click the sparkles icon in the toolbar at the top-right of the platform.
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File or search result: Right-click a file or a search result and select Ask Workiva AI.
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Intelligent search: Click the sparkles icon in your intelligent search results.
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Quick edit: Start a quick edit in a supported experience to open Workiva AI automatically.
Workflows
Global companion supports various workflows for complex, multi-step reporting tasks. You'll only see the Workflows your workspace has access to.
- Benchmarking: Compares your reporting content against peer data.
- Tie-outs: Checks a report for internal consistency and compares it against prior periods.
- Sustainability disclosure agent: Turns your data and narrative content into disclosures that follow reporting frameworks such as ESRS.
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Roll forward: Moves data and project artifacts into the next reporting period.
Things to know
- Some areas of the platform are still being refined. Workiva AI may not hold context when you move into an experience it doesn't support yet.
- The workflows available to you change based on workspace access and where you are in the platform.
- Workiva AI automatically uses the files you're working in as references, but you should always check that these references match the work you intended before relying on a response.