When to use this flow
Use this flow when you do not have a reusable workbook template yet and want Workpaper Agent to generate the workbook and SOP from source files and instructions.
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Support Center / Workpaper Agent / Studio
Start from scratch
Start a new Workpaper Agent workbook without an existing template by uploading input files, prompting the agent, and reviewing the generated SOP.
Workflow
Step 1
Open the navigation
Expand the sidebar if needed so the Workpaper Agent template area is visible.
Step 2
Open Templates
Go to Templates when you want Workpaper Agent to create a workbook and SOP from uploaded inputs.
Step 3
Create a new workpaper
Begin a fresh workpaper setup instead of opening an existing template.
Step 4
Start from scratch
Choose the scratch path so Workpaper Agent generates the workbook from the input files and instructions you provide.
Step 5
Upload input files
Add the source files the agent should analyze before building the workbook and SOP.
Step 6
Review uploaded files
Confirm the selected files are present in the upload list before moving on to the prompt.
Step 7
Prompt the agent
Describe the workbook you need, the expected calculations, and any SOP requirements the agent should preserve.
Step 8
Submit the prompt
Send the prompt after the files and requirements are ready for the agent to process.
Step 9
Confirm the chat message
Check that your prompt appears in the chat panel so you know the run has started with the intended instructions.
Step 10
Open View SOP
When the agent says the workbook is done, use View SOP to inspect the generated workflow details.
Step 11
Review the SOP
Open the Workpaper SOP view to confirm the generated steps match the workbook process you expected.
FAQ
What should I include in the prompt?
Include the workbook objective, source file context, required calculations, output expectations, and any review or documentation requirements the SOP should capture.
Limitations
Scratch runs depend on input quality
The generated workbook and SOP depend on the uploaded files and prompt details, so missing context can lead to incomplete output.
Troubleshooting
The generated SOP does not match the intended workflow.
Re-run or continue the chat with clearer requirements, including the expected workbook sections, formulas, and review steps.
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