How to use Workiva AI

Connecting the Workiva MCP to Claude Desktop

Workiva AI for Wdata queries

Workiva AI for spreadsheets

Using SEC Filing Intelligence

Use and create suggestion types

Use quick edits for documents

Workiva AI for documents

Chat with Workiva AI

Choose a knowledge base in Workiva AI

Use the Workiva AI prompt advisor

Reference specific files in chat with Workiva AI

Workiva AI's inline content editor for spreadsheets

Use Workiva AI with tables

Use the Workiva AI chat in Workiva Mobile

Workiva Support Center