When to use this flow
Use this flow when you already have a workbook template that should become the starting point for a reusable Workpaper Agent SOP.
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Support Center / Workpaper Agent / Studio
Start with your own workbook template
Upload an existing workbook template and supporting input files so Workpaper Agent can build a reusable SOP from your current workbook structure.
Workflow
Step 1
Open Workpaper Agent
Start from the main Truewind navigation so you can access the Workpaper Agent template library.
Step 2
Open Templates
Use the Templates area when you want to create a new workbook-backed SOP.
Step 3
Create a new workpaper
Start a new workpaper from the template library before uploading your own workbook.
Step 4
Open the workpaper
Continue into the new workpaper setup flow so the upload controls become available.
Step 5
Choose files to upload
Select or drag in the workbook template and any supporting input files the agent should use.
Step 6
Confirm file types
Review each uploaded file type because Excel files default to workbook and PDFs default to attachment, but the dropdown can change the classification.
Step 7
Review the Studio layout
After the workbook opens, confirm the template appears on the left and the input area appears on the right.
Step 8
Prompt the agent
Explain what the workbook does and include the requirements the agent should follow when creating the SOP.
Step 9
Submit the prompt
Send the prompt only after the workbook, input files, and instructions are ready for processing.
Step 10
Wait for processing
Give Workpaper Agent a few minutes to process the prompt and generate the SOP.
Step 11
Open the generated SOP
When the agent says the run is done, use View SOP to inspect the generated reusable workflow.
FAQ
Which file should be marked as the workbook?
Mark the Excel template you want Workpaper Agent to build from as the workbook. Supporting files such as PDFs should stay classified as attachments unless the workflow requires a different role.
Limitations
File classification affects the generated SOP
Workpaper Agent uses the workbook and attachment classifications when it interprets the run, so confirm the file types before submitting the prompt.
Troubleshooting
The uploaded file has the wrong type.
Use the file type dropdown during setup to switch the file to workbook or attachment before submitting the prompt.
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