Studio

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

Refill Workpaper Agent credits when a free-tier account runs out of capacity, resulting in more eligible runs without changing the product workflow.

Delegate a checklist task to Workpaper Agent when it needs workbook-based follow-up, resulting in a fresh Studio run with the task context already seeded.

Push a Studio workbook to Google Drive or SharePoint when the final export needs to land in downstream storage, resulting in the workbook uploaded to the selected destination.

Roll a Studio SOP forward when recurring month-end work should start from last period’s structure, resulting in a next-period workpaper ready for follow-up.

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.

Watch the live Workpaper Agent stream when you want progress visibility during a run, resulting in clearer context before the final output appears.

Start here when you need to understand what Workpaper Agent is for and where to begin, resulting in a clear path into Builder, Studio, templates, review, or journal entries.

Leave review notes in the shared workpaper review flow when the agent needs explicit corrections, resulting in feedback that can be applied in the next run.

Open the latest Workpaper Agent run summary when a run finishes, resulting in a quick view of outcomes, blockers, and next steps.

Start in Workpaper Builder when you need a new workpaper, uploads, and the first agent run in one workspace, resulting in a prepared starting point for the workflow.

Open Workpaper Studio when a workbook is already in progress and needs follow- up work, resulting in a live workspace for workbook editing, lineage, and downstream actions.