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Workpaper Agent / Studio

Workpaper agent run summary

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

Workflow

Setup workflow

Step 1

Open the completed Workpaper Agent run

Start from the workpaper run you want to review after the agent has finished or paused with a result.

Step 2

Open the latest summary surface

Use the current workpaper output or run state to open the latest summary for that run.

Step 3

Read the top outcome first

Review the highest-level outcome before drilling into workbook details so you know whether the run succeeded, stalled, or needs follow-up.

Step 4

Review the blockers or follow-ups

Read the blocked items and next actions in the summary before deciding which downstream workflow to open.

Step 5

Open the next linked workflow

Move from the summary into the workbook, Studio, or Journal Entries workflow that the run now requires.

What this summary does

The run summary is the fastest way to review the most recent Workpaper Agent output after a run completes.

FAQ

When should I use the run summary?

Use it immediately after a run when you want the quickest view of outcomes, follow-ups, or blockers.

Limitations

Summary quality depends on the underlying run state

If the run is incomplete or blocked, the summary may point to follow-up work rather than a finished output.

Troubleshooting

The run summary does not explain enough detail.

Use the support agent or open the related workflow page to inspect the next relevant step.

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