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.
Exigences
- Workiva AI est disponible pour tout client ayant signé les conditions d'utilisation de Workiva AI. Une fois approuvé, Workiva AI est activé par défaut pour l'ensemble de l'organisation, y compris tous les espaces de travail et utilisateurs existants et nouvellement ajoutés.
- Les administrateurs d'entreprise peuvent gérer cette habilitation en limitant Workiva AI à des espaces de travail et des utilisateurs spécifiques ou en la désactivant pour l'ensemble de l'entreprise.
- L’IA de Workiva est entièrement cryptée et n’est jamais entraînée sur le contenu de Workiva ou les données des clients. En savoir plus : L'approche de Workiva en matière d'IA
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.
Utiliser Workiva AI
Here is an example that you can ask Workiva AI:
-
Year over Year Financial Change Narrative prompt
Vous pouvez sélectionner ceci dans le conseiller d’invite, consulter la réponse à l’invite et insérer des détails.
Learn more about the prompt advisor
Ajouter une base de connaissances
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.
En savoir plus sur les bases de connaissances
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 your presentation. First, place your cursor in the text box on the slide 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.