Workpaper Builder basics

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.

Workflow

Setup workflow

Step 1

Open Workpaper Builder

Open the Workpaper Builder entrypoint so the full builder workspace loads.

Step 2

Choose how to start

Pick a preset template, import an existing workbook, or open a blank Studio workpaper based on the workflow you need.

Step 3

Wait for the new workpaper to open

Let Builder finish creating the conversation and workpaper before adding files or starting chat.

Step 4

Upload the input files

Add the files for the workpaper in the uploads panel instead of pasting large source data into chat.

Step 5

Confirm SOP content exists

Generate or confirm the SOP before using Prepare, because Builder blocks Prepare when SOP content is missing.

Step 6

Send the first chat message

Use the chat composer for the first instruction once the workpaper, uploads, and SOP are in place.

Step 7

Click Prepare when the workpaper is ready

Start the prepare run only after uploads and SOP content are both present and no other active prepare session is running.

What this page is for

Builder is the best place to start when you want to create a new workpaper, upload fresh source files, or guide the first agent run from a clean workspace.

FAQ

Why is Prepare disabled?

Builder blocks Prepare when the workpaper is missing SOP content, missing uploads, or already has an active prepare session running.

When should I use Builder instead of Studio?

Use Builder when you are starting a new workpaper, adding fresh uploads, or setting up the first run. Use Studio when the workbook already exists and needs follow-up work.

Limitations

Builder does not replace Studio

Builder is the setup and run-entry workspace. Workbook-specific actions such as lineage navigation, deposit import readiness, and downstream push happen later in Studio.

Troubleshooting

Prepare is not available even though I opened a workpaper.

Confirm the workpaper has at least one upload, SOP content exists, and no active prepare run is already in progress.

I started from the wrong Builder path.

Go back and choose the correct start path—template, import, or blank Studio—before uploading files or sending the first message.

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