Studio

Start a new Workpaper Agent workbook without an existing template by uploading input files, prompting the agent, and reviewing the generated SOP.

Upload an existing workbook template and supporting input files so Workpaper Agent can build a reusable SOP from your current workbook structure.

Ask questions about uploaded PDFs while working in Workpaper Agent, resulting in immediate file-specific answers without leaving the workspace.

Roll a Workpaper Agent Studio run into a new period while keeping the same SOP structure and workbook format.

Share a workpaper when another collaborator needs direct access to the current workflow, resulting in a deep link or invite that returns them to the target workpaper.

Add labels to Workpaper Agent templates and workpapers, show label groups as columns, filter by labels, and save personal views for reuse. Labels created in Settings are shared across the organization client account.