FloQast Transform

Getting Started

• What is FloQast Transform?
• Transform - Key Terminology

Building AI Agents

• Builder Basics
• Agent Inputs & Files
• Input Analysis
• Creating an Agent
• Visual Agent Builder

Skills Library

• Skill Types Overview
• Transform Data
• Query Data
• Load JE Template & Post JE
• Import to AI Matching
• Human Review

Transform Help Resources

• Transform FAQ
• Transform Tips & Troubleshooting
• Understanding Drafts vs. Saved Versions in FloQast Transform

Current Betas

• Upload File to Checklist Item & Checklist Signoff
• Process Data
• Review Procedures
• PDF Processor