Fieldguide

Use AI to generate a test of control or request, or analyze a document

Fieldguide AI

Fieldguide AI FAQ

Use AI prompts on your sheet's text columns

Sheet AI Actions

Create a request with Fieldguide AI

AI annotations automatically highlight document parts that are relevant to a control

Annotate a document with Fieldguide AI

AI document summary tooltip

Track your firm's AI Maturity Level and AI Utilization

AI Insights

Use Fieldguide AI features to supercharge your productivity

Use AI agents for an end-to-end testing workflow

Field Agents for Testing

Set up and configure Field Agents for Testing

Automatically review files with Request Analysis Agent

Field Agents for Request Analysis

Control-level workspace panel for Field Agents for Testing

Agent side panel

Automatically run testing agents with triggers

Configure agent trigger settings

Agent trigger types

Trigger configurations during engagement creation and rollover

Agent trigger settings inheritance

Diagnose and fix common agent trigger problems, from missed fires to configuration warnings and unexpected run behavior

Troubleshoot agent trigger issues

Agent Knowledge

Field Agents

Learn about Fieldguide's document chat features

AI Chat for Documents

Use AI to analyze multiple documents in context of a control

AI Chat for Workspace

Use AI to analyze multiple requested documents in context of a control

AI Chat for Requests

Save and load custom Fieldguide AI Chat prompts

Prompt library for AI Chat

Use AI to analyze data from a testing matrix or another sheet type

AI Chat for Sheets

Chat directly with Fieldguide AI in different contexts

AI Chat

Prompt Sheet AI Actions to find relevant mappings to other frameworks

Use AI to cross-map controls

Write a prompt for Sheet AI Actions

Learn how to use Fieldguide AI to complete common tasks

Tutorials for Fieldguide AI

File formats supported for use with Fieldguide AI

File types supported by Fieldguide AI Chat

File types supported by Field Agents for Testing

Reference information on AI configuration and other topics

Reference Information for Fieldguide AI

Fieldguide Status

Fieldguide University

Fieldguide Changelog

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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