Workiva AI is a dedicated assistant that directly integrates with your Workiva files to enable seamless, side-by-side collaboration as you work. In Presentations, you can use it to draft, edit, and analyze content as you build your slides. 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
Open Workiva AI any time while you're working in a presentation:
- Click the Workiva AI sparkles icon at the top of the screen.
- Write your own prompt or browse the prompt advisor.
To edit text directly on a slide without opening the panel, use quick edits. To learn more, see our article on quick edits.
Use Workiva AI
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 answers a broad range of general questions by default. You can also add a knowledge base: a collection of reports, documents, and other content that Workiva AI references when answering questions about your business. Adding one gives Workiva AI more context, so its responses reflect the work your team does every day.
Learn more about knowledge bases
Add workspace files
Workiva AI can reference specific files in your workspace to draw in context from outside your presentation. This helps when you're building slides from data or narrative that lives in another file.
Learn more about adding workspace files
Insert content into your presentation
When you receive a response from Workiva AI, you can insert the content directly into text boxes or shapes within your presentation. First, place your cursor in the text box or shape where you want the content to go. Then click Insert underneath the response.
You can also click Copy instead. This copies the response so you can paste it somewhere else.
When a response includes structured content, such as tables, formulas, or multiple options, each item may have its own Insert and Copy option.