What makes Studio different
Studio is the live workbook workspace for Workpaper Agent. Use it when the workpaper is already in progress and you need workbook-aware chat, lineage, or downstream actions.
Ask the support agent
Ask a direct question. The answer is grounded in the current Knowledge Base and the page you are on.
Workpaper Agent / Overview
Workpaper Studio basics
Use the current Studio workspace to work in a live workbook, navigate lineage, and continue agent-assisted work after the initial setup.
Workflow
Setup workflow
Step 1
Open the workpaper in Studio
Go to the Studio route for the workpaper you want to edit so the workbook and Studio side panels are available.
Step 2
Review the current Studio layout
Use the workbook area, the right-side chat and workflow tools, and the lineage controls to orient yourself before making changes.
Step 3
Continue the active workpaper task
Use the Studio chat, workbook actions, and any workflow-specific side panel to keep moving through the accounting task.
Step 4
Navigate lineage and follow-up actions
Open related workpaper lineage, roll forward, export, or downstream actions from the current Studio controls when the workpaper is ready for the next step.
Was this helpful?
Need more help?
Ask for human help about this article and provide any feedback.