How to use Workflows in TaxGPT Cowork?

To use Workflows in TaxGPT Cowork, please follow the steps below:
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1. Log in to your TaxGPT Cowork account

2. Click on the Workflow tab located on the left-hand side of the platform

3. Select the desired Workflow Category/Library, or search for a workflow using the search bar

4. Click on the workflow you would like to use, and it will automatically be added to the main Cowork screen

5. Enter the if needed, such as:

6. Once all required information has been entered, click the Send button to run the workflow