How to use Workiva AI

Connecting the Workiva MCP to Claude Desktop

Mark files as AI-assisted

Workiva AI for Presentations

Chat with Workiva AI

Choose a knowledge base in Workiva AI

Workiva AI for Wdata queries

Workiva AI for spreadsheets

Workiva AI for documents

Using SEC Filing Intelligence

Reference specific files in chat with Workiva AI

Use and create suggestion types

Use quick edits in documents or presentations

Use the Workiva AI prompt advisor

Workiva AI's inline content editor for spreadsheets

Use Workiva AI with tables

Workiva Support Center