FloQast Transform

Building AI Agents

• Transform - Key Terminology
• Creating an Agent
• Visual Agent Builder

Skills Library

• Import to AI Matching
• Transform Data
• Add Files via SFTP for AI Agents

Transform Help Resources

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

Current Betas

• Process Data
• Review Procedures
• PDF Processor