Workpaper workflow setup

[!NOTE] Workflow onboarding is available on workpapers that include at least one document group. Client-facing options appear when the task is shared with your client.

Overview

Use the onboarding flow to map out how evidence should arrive. You can keep things simple with a single upload area or build a structured table with matching, AI prompts, formulas, and Deep Analysis. The wizard walks you through each choice so everything stays connected.

Step 1: Choose your structure

1. Open workflow onboarding from the workpaper toolbar.
2. Decide whether you need a table. Choose Add table when you want one row per item (for example, invoices or selections). Choose No table when you only need a single upload area.
3. Review the summary to confirm which automations will be available in the workflow you picked.

Step 2: Import or create the table (optional)

If you selected Add table:

1. Paste data from Excel or upload a CSV to create the table.
2. Check that column headers are correct before saving.
3. Continue to the next step to connect document groups to the table you just created.

Step 3: Create document groups

1. Name the document group so auditors and clients know what to upload.
2. Choose who can add files—auditors only or both auditors and clients.
3. If you are using a table, confirm which table the group should match against. You can adjust the detailed settings later.

Step 4: Add AI prompts and formulas

1. Open Custom columns to see all existing prompts and formulas for the group.
2. Select Add AI prompt to create questions the system should answer based on matched documents. Use @ mentions to pull in values from the table.
3. Select Add formula to calculate totals or comparisons. Formulas behave like lightweight spreadsheet functions.
4. Save changes—the panel stores your work automatically.

Step 5: Run AI prompts from the canvas

1. Use the workflow toolbar to run prompts and formulas without opening the side panel.
2. Choose Run AI prompts to refresh a single document group or Run all automations to process every group in order.
3. Review the updated values in the workpaper grid.

Step 6: Add Deep Analysis questions

1. Open Deep Analysis to create longer questions about a set of documents or a single file.
2. Write the question, add any helpful instructions, and run it when you are ready.
3. Results appear in the Deep Analysis panel, complete with any citations that were found.

Step 7: Finish onboarding and expand later

1. Review the summary page and finish onboarding when everything looks right.
2. Use the canvas to add more document groups, connect them to other tables, or schedule additional automations as your work grows.
3. Replace each placeholder image with a real screenshot before publishing.