Workiva
Cloud platform for financial reporting, SEC filings, ESG and GRC with linked spreadsheets and documents.
- Category
- Finance & ERP
- Type
- Financial reporting
- Interface
- REST API
- Built with
- Connect Any API
- Credentials
- OAuth 2.0
- Docs
- Workiva API docs
02Data
What you can sync.
- Spreadsheets
- Documents
- Files
- Tasks
- Activities
Join Workiva spreadsheets with sales and operations data, and let an AI Mind explain the variance.
Need more? Name any other Workiva data the API returns, and the AI adds it to the connector.
03Credentials
Credentials you will need.
- OAuth 2.0 (client ID, client secret, refresh token)
Workiva uses OAuth 2.0 (client ID, client secret, refresh token). You add the credentials once, when the AI asks for them, and it tells you where to create them in Workiva if you need help.
04How it works
How it works in DataMind.
-
Pick Workiva.
Open Lake, pick Workiva in the source picker and name the connection. Connect Any API opens with a ready prompt that points the AI at the Workiva API docs.
-
Answer a few questions.
The AI reads the Workiva documentation, then asks which credentials you will use, which data to sync (for example spreadsheets and documents), whether you want a one-time load or a recurring sync, and which accounts or filters apply.
-
Your data lands in Lake.
It builds the connector, tests it and shows you sample rows. Then Workiva data loads into your Lake on your schedule, ready for the Warehouse, DataPrism BI and AI Minds.
