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Workpaper Agent / Overview

Introducing Workpaper Studio

Understand the Workpaper Studio experience for editing workpapers in real time and using the results to generate SOPs and support future rollovers.

What Workpaper Studio is for

Workpaper Studio is the real-time editing surface for workpapers inside the Workpaper Agent experience.

Why teams use it

Teams use Studio when they want to:

  • edit workpapers in real time
  • turn reviewed work into reusable SOPs
  • support future rollovers in recurring close workflows

Suggested workflow

  1. Open the Studio workflow.
  2. Review and edit the workpaper in real time.
  3. Use the resulting work to generate SOPs or support future rollovers.

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