Workpaper Agent Overview

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.

Workflow

Setup workflow

Step 1

Open Workpaper Agent

Open Workpaper Agent so the current Templates, Builder, Journal Entries, and SOP Library entrypoints are visible.

Step 2

Choose Workpaper Builder when starting new work

Start in Builder when you need a new workpaper, uploads, and the first agent run in one workspace.

Step 3

Choose Templates when you want a preset

Open Templates when you want to begin from an existing workpaper template instead of a blank workflow.

Step 4

Open Studio when the workbook already exists

Use Studio when the workpaper is already in progress and you need workbook-aware chat, lineage, or deposit tools.

Step 5

Open Journal Entries when you need posting output

Use Journal Entries when the workpaper has already produced draft or posted journal-entry output that needs review.

Step 6

Open SOP Library when you need reuse

Use SOP Library when you want saved procedures, firm prompts, or a reusable starting point for a new workpaper.

What Workpaper Agent is for

Workpaper Agent is becoming a central workflow surface for teams using Truewind during close.

How to use this section

Start here if you need:

an overview of what Workpaper Agent is intended to do
a quick answer about whether a workflow is supported
help deciding which WPA guide or next step fits your current task

Limitations and support considerations

Workpaper Agent support should explain current capabilities clearly. If something is not yet supported, the support experience should say that directly and offer escalation.

What comes next

This section will continue to expand as more Workpaper Agent workflows are documented in the Knowledge Base.

FAQ

Where should I start if I have raw files and no workbook yet?

Start in Workpaper Builder when you need to upload files, create a new workpaper, and run the first agent workflow.

When should I open Studio instead?

Open Studio when the workbook already exists and you need workbook-aware chat, lineage, deposit tools, or downstream actions.

Limitations

Workflow coverage is still expanding

Workpaper Agent capabilities are evolving, so some user journeys may still require guidance, review, or follow-up support.

Different surfaces do different jobs

Builder, Studio, SOP Library, review, and Journal Entries are related but not interchangeable. Starting from the wrong surface can slow the workflow down.

Troubleshooting

I am not sure which Workpaper Agent surface to use.

Start in Builder for a new run, Studio for an active workbook, SOP Library for reuse, and Journal Entries for posting output.

I expected a feature in one Workpaper Agent surface but cannot find it there.

Check whether that action belongs in a different surface first, such as Studio instead of Builder, before assuming the feature is missing.

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