# Workiva integrations: files and documents

> Create a file, export a document and update sheet content in Workiva. Connect Workiva to the rest of your finance stack with Tray.ai.

**Canonical page:** https://tray.ai/connectors/workiva-integrations/
**Categories:** Finance
**Connects through:** HTTP Connector

## Overview

Workiva is a reporting platform where finance and compliance teams build linked documents, spreadsheets and presentations for financial, ESG and regulatory filings. Tray.ai connects to Workiva through the HTTP Connector, so your workflows can call the Workiva API alongside the rest of your stack.

## Use cases

### Files

Read and create files in Workiva from any Tray.ai workflow. The Workiva API covers calls such as list files and create a file.

- List files
- Create a file
- Import a file

### Documents

Read and update documents in Workiva from any Tray.ai workflow. The Workiva API covers calls such as list documents and get a document.

- List documents
- Get a document
- Update a document

### Spreadsheets

Read and update spreadsheets in Workiva from any Tray.ai workflow. The Workiva API covers calls such as list spreadsheets and get sheet data.

- List spreadsheets
- Get sheet data
- Update sheet content

### Tasks

Read, create, update, and delete tasks in Workiva from any Tray.ai workflow. The Workiva API covers calls such as list tasks and create a task.

- List tasks
- Create a task
- Update a task

### Organization users

Read, create, update, and delete organization users in Workiva from any Tray.ai workflow. The Workiva API covers calls such as list organization users and create an organization user.

- List organization users
- Create an organization user
- Assign user roles

### Activities

Read activities in Workiva from any Tray.ai workflow. The Workiva API covers calls such as list organization activities and get an activity.

- List organization activities
- Get an activity

## Frequently asked questions

### Does Tray.ai connect to Workiva?

Yes. Tray.ai connects to Workiva through the HTTP Connector, which calls the Workiva API directly. Any call the Workiva API documents can run as a step in a Tray.ai workflow.

### How does Tray.ai authenticate with Workiva?

The Workiva API uses OAuth 2.0. You save it once as a Tray.ai authentication, and the HTTP Connector adds it to every request.

### Can I get a dedicated Workiva connector?

Workiva runs through the HTTP Connector rather than a dedicated connector. If your team wants one, the Tray.ai connector SDK can build a dedicated Workiva connector from the Workiva API.

## Learn more

- Intelligent Integration: https://tray.ai/platform/intelligent-ipaas/
- Merlin Agent Builder: https://tray.ai/platform/merlin-agent-builder/
- Agent Gateway for MCP: https://tray.ai/platform/agent-gateway/
- Book a demo: https://tray.ai/contact/