# AI Automation for Workiva

> 16 workflow automations purpose-built on top of Workiva — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/workiva/
- **Automation count:** 16
- **Roles:** Internal Audit Manager, Securities Attorney

## Automations

- [1099 & Contractor Reporting for Internal Audit Managers](https://calish.com/workflows/with/1099-and-contractor-reporting-for-internal-audit-manager-with-workiva/) — AI identifies 1099-eligible vendors from AuditBoard, chases missing W-9s, prepares 1099-NEC and 1099-MISC filings, and submits to the IRS — 
- [Transaction Anomaly & Fraud Flagging for Internal Audit Managers](https://calish.com/workflows/with/transaction-anomaly-and-fraud-flagging-for-internal-audit-manager-with-workiva/) — AI monitors AuditBoard transactions in real time for duplicate payments, split invoices, ghost vendors, and round-dollar patterns — flagging
- [Management Reporting Package for Internal Audit Managers](https://calish.com/workflows/with/management-reporting-package-for-internal-audit-manager-with-workiva/) — AI pulls actuals from AuditBoard, compares to budget and prior year, writes narrative commentary on drivers, and publishes the board deck on
- [Budget vs. Actuals Review for Internal Audit Managers](https://calish.com/workflows/with/budget-vs-actuals-review-for-internal-audit-manager-with-workiva/) — AI builds the BvA view directly from AuditBoard, traces each over-threshold variance to the GL line and transaction, and drafts commentary —
- [Payroll Variance & Exception Review for Internal Audit Managers](https://calish.com/workflows/with/payroll-variance-and-exception-review-for-internal-audit-manager-with-workiva/) — AI diffs each payroll run against the prior period, flags any variance over 5% or unusual one-time items, and holds them for approval — payr
- [Tax Notice & Agency Correspondence for Internal Audit Managers](https://calish.com/workflows/with/tax-notice-and-agency-correspondence-for-internal-audit-manager-with-workiva/) — AI classifies every incoming notice, links it to the client file in AuditBoard, drafts the response, and calendars the deadline — no notice 
- [Ledger Reconstruction for Investigations for Internal Audit Managers](https://calish.com/workflows/with/ledger-reconstruction-for-investigations-for-internal-audit-manager-with-workiva/) — AI ingests bank feeds, statements, and AuditBoard data, rebuilds a clean transaction timeline, and flags suspicious patterns — investigators
- [Financial Due Diligence Prep for Internal Audit Managers](https://calish.com/workflows/with/financial-due-diligence-prep-for-internal-audit-manager-with-workiva/) — AI standardizes TB data across periods, builds the QoE model, identifies add-backs with source-document evidence, and drafts the data-book —
- [Demand Package Drafting for Securities Attorneys](https://calish.com/workflows/with/demand-package-drafting-for-securities-attorney-with-workiva/) — AI drafts the demand from the matter file in Workiva, including medical chronology, damages calc, and liability narrative — associate refine
- [Closing Checklist & Disclosure Packet for Securities Attorneys](https://calish.com/workflows/with/closing-checklist-and-disclosure-packet-for-securities-attorney-with-workiva/) — AI runs the closing checklist, chases missing docs, assembles the disclosure packet, and validates each item before closing — closings hit s
- [Employment Handbook & Policy Updates for Securities Attorneys](https://calish.com/workflows/with/employment-handbook-and-policy-updates-for-securities-attorney-with-workiva/) — AI monitors statutory changes by jurisdiction, identifies affected handbook sections per client in Workiva, drafts redlines, and routes to t
- [Bankruptcy Schedule & Means Test for Securities Attorneys](https://calish.com/workflows/with/bankruptcy-schedule-and-means-test-for-securities-attorney-with-workiva/) — AI ingests client documents into Workiva, auto-populates schedules, runs the means test, flags inconsistencies, and drafts the creditor matr
- [Client Intake & Conflict Screening for Securities Attorneys](https://calish.com/workflows/with/client-intake-and-conflict-screening-for-securities-attorney-with-workiva/) — AI runs the conflict check against Workiva, drafts the fee agreement, sends the intake packet, and books the consult — lead-to-consult time 
- [Deposition Summary Generation for Securities Attorneys](https://calish.com/workflows/with/deposition-summary-generation-for-securities-attorney-with-workiva/) — AI ingests the transcript, produces a page-line summary with topic tags and exhibit cross-references, and flags contradictions across witnes
- [Discovery Document Review for Securities Attorneys](https://calish.com/workflows/with/discovery-document-review-for-securities-attorney-with-workiva/) — AI pre-classifies documents by responsiveness, privilege, and hot-doc signal in Workiva, leaving associates to review only the 15% that actu
- [Legal Research & Brief Drafting for Securities Attorneys](https://calish.com/workflows/with/legal-research-and-brief-drafting-for-securities-attorney-with-workiva/) — AI drafts the research memo against the firm's prior work product, pulls current authority from Workiva, and produces a cite-checked first d

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