What this page is for
Builder is the best place to start when you want to create a new workpaper, upload fresh source files, or guide the first agent run from a clean workspace.
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Workpaper Agent / Overview
Workpaper Builder basics
Use the current Workpaper Builder workspace to start a workpaper, upload files, and run the first agent workflow.
Workflow
Setup workflow
Step 1
Open Workpaper Builder
Go to Workpaper Agent and open the current Workpaper Builder entrypoint so the builder workspace loads.
Step 2
Start from the right builder path
Choose whether to start from a preset template, import an existing workbook, or open a blank Studio workpaper based on the workflow you need.
Step 3
Add the files the agent will use
Use the current uploads area in the builder workspace to add the files needed for the workpaper run.
Step 4
Use chat and run the workflow
Continue in the builder chat, then trigger the supported prepare or follow-up workflow once the SOP and uploads are ready.
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